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Name Holding Trade Value Shares
Change 		Change in
Stake
PFP
2026
Paragon Financial Partners
California
$797K +$719K +12,576 New
FA
2027
Faithward Advisors
Pennsylvania
$795K -$10.1K -176 -1%
MWM
2028
Mattern Wealth Management
Kansas
$795K +$2.06K +36 +0.3%
WA
2029
Winfield Associates
Ohio
$795K +$47.1K +825 +7%
AWG
2030
Altus Wealth Group
Colorado
$787K -$4.06K -71 -0.6%
SFG
2031
Sunburst Financial Group
Alabama
$787K +$5.88K +103 +0.8%
RCM
2032
Raleigh Capital Management
North Carolina
$787K +$709K +12,412 New
MSU
2033
Mizuho Securities USA
New York
$783K -$78.2K -1,368 -10%
PP
2034
Patron Partners
Texas
$783K +$90.6K +1,586 +15%
AAP
2035
Arax Advisory Partners
Colorado
$782K +$56.9K +996 +9%
EI
2036
EDMP Inc
Florida
$780K +$6.91K +121 +1%
SI
2037
Saxon Interests
Texas
$779K +$714K +12,493 New
CCA
2038
Childress Capital Advisors
Texas
$778K -$361K -6,317 -34%
MYLI
2039
Meiji Yasuda Life Insurance
Japan
$773K -$723K -12,655 -51%
EAM
2040
Empirical Asset Management
Massachusetts
$772K +$696K +12,190 New
TWA
2041
TCI Wealth Advisors
Arizona
$770K -$10.5K -184 -1%
EIP
2042
Ellis Investment Partners
Pennsylvania
$769K +$133K +2,327 +24%
OC
2043
Oarsman Capital
Wisconsin
$768K -$74.8K -1,310 -10%
LB
2044
Legacy Bridge
Iowa
$766K – – –
LWA
2045
Lineweaver Wealth Advisors
Ohio
$766K +$42.3K +740 +7%
PIA
2046
Perennial Investment Advisors
California
$765K -$12.4K -217 -2%
DT
2047
Daniels + Tansey
Delaware
$765K +$57 +1 +0%
MA
2048
Mezzasalma Advisors
New Jersey
$761K -$129K -2,255 -16%
ZB
2049
Zions Bancorporation
Utah
$756K -$1.04M -18,278 -60%
NAS
2050
Nicolet Advisory Services
Wisconsin
$756K -$63K -1,103 -8%
80 81
82
83 84