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Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
2026
Forest Hill Capital
Arkansas
$725K – – –
MMHP
2027
Murphy Middleton Hinkle & Parker
Georgia
$723K -$25.7K -515 -3%
IIC
2028
Integrated Investment Consultants
Michigan
$721K +$11.4K +229 +2%
VCM
2029
Vivaldi Capital Management
Illinois
$718K -$39.9K -799 -5%
IPAM
2030
Investment Partners Asset Management
New Jersey
$718K -$36.6K -733 -5%
CCFCSB
2031
Cape Cod Five Cents Savings Bank
Massachusetts
$718K -$81.9K -1,641 -10%
NL
2032
NWAM LLC
Washington
$717K -$285K -5,705 -28%
CWA
2033
Clarity Wealth Advisors
California
$717K +$34.4K +689 +5%
FG
2034
Foster Group
Iowa
$717K +$52K +1,043 +8%
CC
2035
Callan Capital
California
$716K +$146K +2,921 +26%
AC
2036
AXQ Capital
New Jersey
$714K +$713K +14,300 New
NC
2037
Napatree Capital
Rhode Island
$712K +$12.1K +243 +2%
TCWM
2038
Total Clarity Wealth Management
Illinois
$711K -$10.4K -208 -1%
BCM
2039
Boltwood Capital Management
California
$710K +$66.1K +1,325 +10%
RCS
2040
Retirement Capital Strategies
California
$709K -$13.8K -277 -2%
PCM
2041
Perritt Capital Management
Illinois
$708K -$20.7K -414 -3%
KSWWM
2042
Keyes Stange & Wooten Wealth Management
Florida
$705K +$240K +4,805 +52%
APA
2043
Astoria Portfolio Advisors
New York
$704K -$46.9K -941 -6%
CCIA
2044
Cherry Creek Investment Advisors
Colorado
$703K +$7.88K +158 +1%
PH
2045
Pinnacle Holdings
Oklahoma
$703K -$39.2K -785 -5%
SC
2046
Steph & Co
Wisconsin
$703K +$43.6K +873 +7%
SMC
2047
Smith, Moore & Co
Missouri
$702K +$37.8K +758 +6%
AAM
2048
Aureus Asset Management
Massachusetts
$700K -$132K -2,637 -16%
EFI
2049
EHP Funds Inc
Canada
$699K -$334K -6,700 -32%
NLP
2050
Next Level Private
New York
$698K +$209K +4,191 +43%
80 81
82
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