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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2026
Liberty Wealth Management
California
$223K – – –
EC
2027
EdgeRock Capital
Colorado
$223K -$14.2K -120 -5%
MPWS
2028
McCarter Private Wealth Services
Massachusetts
$222K +$11.9K +100 +5%
ITFISA
2029
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$222K -$261K -2,206 -51%
SFGP
2030
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$222K -$119 -1 -0%
KMWM
2031
Keudell/Morrison Wealth Management
Oregon
$222K +$56.9K +480 +29%
CLOS
2032
Compagnie Lombard Odier SCmA
Switzerland
$222K -$47.9K -404 -16%
PCM
2033
Palisade Capital Management
New Jersey
$222K – – –
JIR
2034
James Investment Research
Ohio
$221K +$252K +2,130 New
GG
2035
GenWealth Group
New Jersey
$221K -$830 -7 -0.3%
HGWM
2036
Horst & Graben Wealth Management
Oregon
$221K +$1.9K +16 +0.8%
AI
2037
Accredited Investors
Minnesota
$221K +$17.7K +149 +8%
TAM
2038
TCP Asset Management
Ohio
$221K +$474 +4 +0.2%
FPGK
2039
Financial Partners Group (Kansas)
Kansas
$221K -$23.1K -195 -8%
LEA
2040
Legacy Edge Advisors
New York
$220K +$20.1K +170 +9%
IWA
2041
IBEX Wealth Advisors
New Jersey
$220K +$5.21K +44 +2%
WPC
2042
Waters Parkerson & Co
Louisiana
$220K +$11.9K +100 +5%
IPW
2043
Inlet Private Wealth
Florida
$219K – – –
SOAM
2044
SBI Okasan Asset Management
Japan
$219K – – –
FCAS
2045
First Command Advisory Services
Texas
$218K -$11.9K -100 -5%
MO
2046
McMillan Office
Michigan
$218K – – –
SFO
2047
Stenger Family Office
Illinois
$218K +$5.69K +48 +2%
VC
2048
Veracity Capital
Georgia
$218K +$2.61K +22 +1%
ZBNA
2049
Zions Bancorporation, National Association
Utah
$218K +$14.8K +125 +6%
DWAM
2050
Duncan Williams Asset Management
Tennessee
$217K -$12.2K -103 -5%
80 81
82
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