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Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
2026
Arax Advisory Partners
Colorado
$448K -$6.62K -161 -2%
ACH
2027
ArrowMark Colorado Holdings
Colorado
$448K – – –
GIA
2028
Guyasuta Investment Advisors
Pennsylvania
$446K +$8.26K +201 +2%
WP
2029
WealthPLAN Partners
Nebraska
$444K -$38.2K -930 -9%
APC
2030
Aspire Private Capital
North Carolina
$443K -$17.2K -418 -4%
EIP
2031
Ellis Investment Partners
Pennsylvania
$443K +$18.5K +451 +5%
CA
2032
CGN Advisors
Kansas
$443K +$407K +9,898 New
SXL
2033
Summit X LLC
Missouri
$442K +$404K +9,831 New
KLC
2034
Knowledge Leaders Capital
Colorado
$440K – – –
PCP
2035
Proficio Capital Partners
Massachusetts
$439K -$157K -3,815 -28%
BOS
2036
Bingham Osborn & Scarborough
California
$439K -$101K -2,462 -20%
AIA
2037
Arbor Investment Advisors
North Carolina
$439K +$10.2K +249 +3%
MW
2038
MBL Wealth
North Carolina
$439K +$406K +9,880 New
FMTC
2039
Farmers & Merchants Trust Company
California
$438K -$20.1K -489 -5%
AP
2040
Americana Partners
Texas
$438K +$123K +2,999 +44%
SSA
2041
South Street Advisors
New York
$436K +$18.5K +450 +5%
SWA
2042
Sutton Wealth Advisors
Florida
$435K -$9.49K -231 -2%
CC
2043
Cadinha & Co
Hawaii
$434K -$284K -6,901 -42%
WPC
2044
Waters Parkerson & Co
Louisiana
$434K -$12.3K -300 -3%
HFAS
2045
Hummer Financial Advisory Services
Illinois
$433K -$4.11K -100 -1%
SFC
2046
SYM Financial Corp
Indiana
$432K +$396K +9,646 New
PMFA
2047
Plante Moran Financial Advisors
Michigan
$431K +$136K +3,310 +52%
TC
2048
Trilogy Capital
California
$430K -$7.81K -190 -2%
FG
2049
Foster Group
Iowa
$430K +$393K +9,574 New
AWM
2050
Aevitas Wealth Management
Massachusetts
$427K +$1.11K +27 +0.3%
80 81
82
83 84