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Name Holding Trade Value Shares
Change 		Change in
Stake
EGA
2026
Eagle Global Advisors
Texas
$764K +$11.4K +200 +2%
KA
2027
Kercheville Advisors
Texas
$763K -$5.77K -101 -0.8%
PHK
2028
Point72 Hong Kong
Hong Kong
$763K -$461K -8,065 -39%
WC
2029
Whitney & Co
New York
$756K -$20.7K -363 -3%
PAM
2030
PCG Asset Management
New Jersey
$756K +$729K +12,764 New
MFWP
2031
Mosaic Family Wealth Partners
Missouri
$755K +$77.3K +1,354 +12%
SFG
2032
Sunburst Financial Group
Alabama
$755K -$16.7K -293 -2%
NCFG
2033
New Century Financial Group
New Jersey
$755K -$75.6K -1,324 -9%
AAP
2034
Arax Advisory Partners
Colorado
$753K +$129K +2,250 +21%
VH
2035
Visionary Horizons
Tennessee
$753K +$49.2K +861 +7%
PH
2036
Pinnacle Holdings
Oklahoma
$753K -$54K -945 -7%
NAMM
2037
NorthStar Asset Management (Massachusetts)
Massachusetts
$752K -$25.5K -447 -3%
AP
2038
Appleton Partners
Massachusetts
$752K -$113K -1,978 -13%
OL
2039
Optas LLC
Texas
$752K +$32.1K +562 +5%
BWA
2040
BlueChip Wealth Advisors
Georgia
$748K +$57 +1 +0%
EFA
2041
Evernest Financial Advisors
Indiana
$746K +$15.4K +270 +2%
PGIM
2042
Pacific Global Investment Management
California
$745K -$2.92M -51,083 -80%
GITFIT
2043
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$740K -$80K -1,400 -10%
RPGK
2044
Retirement Planning Group (Kansas)
Kansas
$740K +$22.4K +393 +3%
PCS
2045
Personal CFO Solutions
New Jersey
$738K -$447K -7,824 -39%
WW
2046
Westshore Wealth
California
$738K +$228 +4 +0%
HI
2047
Harper Investing
California
$737K +$92.6K +1,621 +15%
PA
2048
Persium Advisors
Georgia
$736K +$710K +12,432 New
AFC
2049
AFT Forsyth & Company
Florida
$734K – – –
PWM
2050
Prentice Wealth Management
New York
$733K +$29.5K +516 +4%
80 81
82
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