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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
2026
Strategies Wealth Advisors
Michigan
-$215K -421 Closed
AWM
2027
Accel Wealth Management
Iowa
-$210K -412 Closed
DWA
2028
Delap Wealth Advisory
Oregon
-$207K -405 Closed
OCM
2029
Orleans Capital Management
Louisiana
-$205K -401 Closed
SIM
2030
Sentry Investment Management
Wisconsin
-$170K -333 Closed
GAFA
2031
Garton & Associates Financial Advisors
Kentucky
-$153K -300 Closed
CIA
2032
Cape Investment Advisory
Georgia
-$119K -276 Closed
EW
2033
Elyxium Wealth
California
-$107K -209 Closed
Group One Trading
2034
Group One Trading
Illinois
-$102K -200 Closed
TPBG
2035
Turning Point Benefit Group
Maryland
-$95.5K -187 Closed
EI
2036
eCIO Inc
Wisconsin
-$85.8K -168 Closed
DT
2037
DV Trading
Illinois
-$81.7K -160 Closed
TH
2038
TCTC Holdings
Texas
-$80.1K -157 Closed
OC
2039
Optima Capital
Oregon
-$77.1K -151 Closed
NL
2040
Navalign LLC
California
-$76.6K -150 Closed
RBC
2041
Roble Belko & Company
Pennsylvania
-$59K -115 Closed
SA
2042
Strategic Advocates
Utah
-$51.4K -100 Closed
QA
2043
Quattro Advisors
Pennsylvania
-$48.2K -94 Closed
LWANC
2044
Laurel Wealth Advisors (North Carolina)
North Carolina
-$41.3K -81 Closed
CFS
2045
Compass Financial Services
Iowa
-$40K -78 Closed
PCM
2046
Palouse Capital Management
Washington
-$33.2K -65 Closed
FWA
2047
Flagship Wealth Advisors
Massachusetts
-$16.8K -33 Closed
HHMI
2048
Howard Hughes Medical Institute
Maryland
-$14.8K -29 Closed
SC
2049
Solstein Capital
California
-$13.8K -27 Closed
IA
2050
Icon Advisers
Colorado
-$12.8K -25 Closed