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Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
2026
Walkner Condon Financial Advisors
Wisconsin
– -$245K -479 Closed
HC
2027
Hamilton Capital
Ohio
– -$241K -472 Closed
SMA
2028
Seven Mile Advisory
New Jersey
– -$239K -469 Closed
BWP
2029
Baldwin Wealth Partners
Massachusetts
– -$224K -439 Closed
MW
2030
Marble Wealth
Alabama
– -$222K -435 Closed
MLIC
2031
Mandatum Life Insurance Company
Finland
– -$217K -426 Closed
SWA
2032
Strategies Wealth Advisors
Michigan
– -$215K -421 Closed
AWM
2033
Accel Wealth Management
Iowa
– -$210K -412 Closed
DWA
2034
Delap Wealth Advisory
Oregon
– -$207K -405 Closed
OCM
2035
Orleans Capital Management
Louisiana
– -$205K -401 Closed
SIM
2036
Sentry Investment Management
Wisconsin
– -$170K -333 Closed
GAFA
2037
Garton & Associates Financial Advisors
Kentucky
– -$153K -300 Closed
CIA
2038
Cape Investment Advisory
Georgia
– -$119K -276 Closed
RAM
2039
Reflection Asset Management
South Carolina
– -$118K -232 Closed
EW
2040
Elyxium Wealth
California
– -$107K -209 Closed
Group One Trading
2041
Group One Trading
Illinois
– -$102K -200 Closed
TPBG
2042
Turning Point Benefit Group
Maryland
– -$95.5K -187 Closed
EI
2043
eCIO Inc
Wisconsin
– -$85.8K -168 Closed
DT
2044
DV Trading
Illinois
– -$81.7K -160 Closed
TH
2045
TCTC Holdings
Texas
– -$80.1K -157 Closed
OC
2046
Optima Capital
Oregon
– -$77.1K -151 Closed
NL
2047
Navalign LLC
California
– -$76.6K -150 Closed
RBC
2048
Roble Belko & Company
Pennsylvania
– -$59K -115 Closed
SA
2049
Strategic Advocates
Utah
– -$51.4K -100 Closed
QA
2050
Quattro Advisors
Pennsylvania
– -$48.2K -94 Closed