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Name Holding Trade Value Shares
Change 		Change in
Stake
EC
2026
EdgeRock Capital
Colorado
$251K +$1.03K +5 +0.4%
SDH
2027
Sloy Dahl & Holst
Washington
$251K – – –
HA
2028
Huntleigh Advisors
Missouri
$251K +$238K +1,155 New
LTI
2029
Laffer Tengler Investments
Tennessee
$250K -$1.03K -5 -0.4%
WB
2030
Webster Bank
Connecticut
$250K -$20.6K -100 -8%
IIA
2031
IPG Investment Advisors
California
$250K +$3.08K +15 +1%
ILI
2032
Invesco LLC (Illinois)
Illinois
$250K -$9.26K -45 -4%
CFS
2033
Coordinated Financial Services
Colorado
$249K +$235K +1,145 New
BFWA
2034
Benchmark Financial Wealth Advisors
Florida
$249K -$617 -3 -0.3%
AFO
2035
Arrowroot Family Office
California
$248K +$235K +1,141 New
SA
2036
Sicart Associates
New York
$247K – – –
NAMNJ
2037
NorthStar Asset Management (New Jersey)
New Jersey
$247K +$234K +1,139 New
FNBOH
2038
First National Bank of Hutchinson
Kansas
$247K +$8.64K +42 +4%
HIS
2039
Horizon Investment Services
Indiana
$247K – – –
RZH
2040
Relyea Zuckerberg Hanson
Connecticut
$246K -$5.96K -29 -2%
SFGM
2041
Stonebridge Financial Group (Missouri)
Missouri
$245K +$232K +1,129 New
NEWAS
2042
N.E.W. Advisory Services
Wisconsin
$245K -$84.7K -412 -27%
EWM
2043
Elevatus Welath Management
New York
$244K +$19.3K +94 +9%
IHL
2044
Investment House LLC
California
$244K -$206K -1,000 -47%
MIC
2045
Meridian Investment Counsel
California
$243K – – –
GAG
2046
GM Advisory Group
New York
$243K +$13K +63 +6%
PWA
2047
Physician Wealth Advisors
Utah
$243K -$47.1K -229 -17%
HC
2048
Hamilton Capital
Ohio
$243K +$230K +1,117 New
AF
2049
Affiance Financial
Minnesota
$242K -$23.7K -115 -9%
AI
2050
Arrien Investments
Idaho
$242K +$3.29K +16 +1%
80 81
82
83 84