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Name Holding Trade Value Shares
Change 		Change in
Stake
LIG
2026
Lokken Investment Group
Delaware
$228K -$862K -21,832 -80%
I
2027
IMPACTfolio
Colorado
$227K – – –
OA
2028
Oxbow Advisors
Texas
$226K -$131K -3,323 -38%
SP
2029
Successful Portfolios
Florida
$226K -$4.14K -105 -2%
APW
2030
Austin Private Wealth
Texas
$226K -$70.3K -1,780 -25%
CFSG
2031
Clark Financial Services Group
Missouri
$226K +$7.7K +195 +4%
MPI
2032
Mairs & Power Inc
Minnesota
$225K -$6.39K -162 -3%
HDIM
2033
Hanson & Doremus Investment Management
Vermont
$225K -$15.4K -389 -7%
NCM
2034
Northwest Capital Management
Oregon
$225K -$39 -1 -0%
FC
2035
Fulcrum Capital
Washington
$225K – – –
FI
2036
Financial Insights
Washington
$224K -$295K -7,468 -58%
CAM
2037
Cozad Asset Management
Illinois
$224K -$7.18K -182 -3%
CWM
2038
Connecticut Wealth Management
Connecticut
$224K -$29.1K -736 -12%
FFG
2039
Fiduciary Financial Group
California
$223K -$1.54K -39 -0.7%
TW
2040
Traveka Wealth
California
$223K +$211K +5,348 New
BWM
2041
Buckley Wealth Management
Nevada
$223K – – –
NJBEST
2042
New Jersey Better Educational Savings Trust
New Jersey
$223K – – –
AFGAS
2043
Allegiance Financial Group Advisory Services
Virginia
$222K +$210K +5,315 New
S
2044
Sachetta
Massachusetts
$222K -$17.3K -439 -8%
UAG
2045
United Advisor Group
Ohio
$222K +$210K +5,310 New
VFP
2046
Verus Financial Partners
Virginia
$222K +$210K +5,316 New
SAW
2047
Signal Advisors Wealth
Michigan
$221K +$209K +5,302 New
RCA
2048
Ranch Capital Advisors
Florida
$221K -$73K -1,849 -26%
SSW
2049
Smith Shellnut Wilson
Mississippi
$221K -$39.5K -1,000 -16%
ECM
2050
Estabrook Capital Management
New York
$221K -$16.2K -411 -7%
80 81
82
83 84