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Name Holding Trade Value Shares
Change 		Change in
Stake
TPM
2026
Triasima Portfolio Management
Quebec, Canada
– -$229K -1,012 Closed
WA
2027
WESPAC Advisors
California
– -$227K -1,000 Closed
RBCM
2028
Raub Brock Capital Management
California
– -$223K -982 Closed
1WM
2029
1900 Wealth Management
Texas
– -$222K -981 Closed
GWM
2030
Gitterman Wealth Management
New Jersey
– -$219K -964 Closed
GSC
2031
Ground Swell Capital
South Carolina
– -$209K -923 Closed
SWMG
2032
Strategic Wealth Management Group
Maryland
– -$207K -912 Closed
PPP
2033
Private Portfolio Partners
New Jersey
– -$206K -908 Closed
BL
2034
BFSG LLC
California
– -$205K -905 Closed
AWA
2035
Aaron Wealth Advisors
Illinois
– -$203K -898 Closed
GTCM
2036
Gyon Technologies Capital Management
New Jersey
– -$202K -893 Closed
SAF
2037
Smith Anglin Financial
Texas
– -$201K -888 Closed
DCM
2038
Donaldson Capital Management
Indiana
– -$200K -884 Closed
TCWM
2039
Total Clarity Wealth Management
Illinois
– -$184K -813 Closed
RWG
2040
Regal Wealth Group
California
– -$157K -694 Closed
HI
2041
Human Investing
Oregon
– -$156K -686 Closed
Jones Financial Companies
2042
Jones Financial Companies
Missouri
– -$108K -478 Closed
BC
2043
Barnett & Company
Tennessee
– -$104K -460 Closed
SFO
2044
Standard Family Office
South Dakota
– -$71K -313 Closed
CAM
2045
Costello Asset Management
Pennsylvania
– -$68K -300 Closed
ACM
2046
Allred Capital Management
Texas
– -$56K -247 Closed
CAC
2047
Certified Advisory Corp
Florida
– -$53K -233 Closed
BCM
2048
Blume Capital Management
California
– -$40K -175 Closed
NL
2049
NKCFO LLC
Illinois
– -$34K -150 Closed
AP
2050
Atwood & Palmer
Missouri
– -$23K -102 Closed
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