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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2026
Osterweis Capital Management
California
$81.3K – – –
AI
2027
AXS Investments
New York
$81.2K -$68.6K -591 -47%
AWM
2028
Abound Wealth Management
Tennessee
$78.9K -$2.32K -20 -3%
FCMT
2029
Founders Capital Management (Texas)
Texas
$78.8K +$11.6K +100 +18%
RDFA
2030
Ritter Daniher Financial Advisory
Ohio
$77.9K – – –
CSWM
2031
Cassady Schiller Wealth Management
Ohio
$76.2K +$23K +198 +45%
TFG
2032
Team Financial Group
California
$76K +$73.4K +632 New
PO
2033
Private Ocean
California
$75.5K – – –
GIA
2034
GHP Investment Advisors
Colorado
$71.7K – – –
HGERS
2035
Householder Group Estate & Retirement Specialist
Arizona
$71.4K +$69.2K +596 New
TC
2036
Tacita Capital
Ontario, Canada
$70.7K +$5.22K +45 +8%
NECFA
2037
New England Capital Financial Advisors
Connecticut
$70.6K +$348 +3 +0.5%
HB
2038
Horizon Bancorp
Indiana
$69K – – –
M
2039
MOTCO
Texas
$68.6K -$14.3K -123 -18%
WWM
2040
Wolff Wiese Magana
California
$68K +$8.13K +70 +14%
SWM
2041
Sanctuary Wealth Management
Idaho
$65.9K -$1.74K -15 -3%
SIS
2042
Sound Income Strategies
Florida
$63.9K -$7.08K -61 -10%
FWM
2043
Focused Wealth Management
New York
$63.6K +$116 +1 +0.2%
FCT
2044
First Community Trust
Iowa
$62.9K – – –
MWA
2045
Miller Wealth Advisors
Colorado
$62.8K +$232 +2 +0.4%
PP
2046
PFS Partners
New Jersey
$61.3K -$929 -8 -2%
OSNBOA
2047
Old Second National Bank of Aurora
Illinois
$60.1K – – –
ACM
2048
Antonetti Capital Management
Florida
$58.4K – – –
SC
2049
Stephens Consulting
Michigan
$57.5K +$38.3K +330 +220%
CMP
2050
Coston McIsaac & Partners
Maine
$57K – – –
80 81
82
83 84