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Name Holding Trade Value Shares
Change 		Change in
Stake
MIA
2026
MeadowBrook Investment Advisors
Michigan
$1.05M – – –
HNWAG
2027
High Net Worth Advisory Group
Florida
$1.05M +$74.2K +1,000 +8%
FCFC
2028
First Commonwealth Financial Corp
Pennsylvania
$1.05M +$9.5K +128 +0.9%
SWA
2029
Sax Wealth Advisors
New Jersey
$1.05M +$205K +2,766 +25%
TWM
2030
Tortuga Wealth Management
California
$1.05M +$1.01M +13,650 New
UIM
2031
Unified Investment Management
Georgia
$1.04M +$2.97K +40 +0.3%
SGK
2032
Steigerwald Gordon & Koch
Virginia
$1.04M +$16.3K +219 +2%
WI
2033
WBI Investments
New Jersey
$1.04M +$166K +2,241 +20%
TWP
2034
Tyche Wealth Partners
Texas
$1.04M +$18.7K +252 +2%
FDCP
2035
Foster Dykema Cabot & Partners
Massachusetts
$1.04M -$186K -2,507 -16%
RG
2036
Renaissance Group
Kentucky
$1.03M +$8.16K +110 +0.8%
WI
2037
WrapManager Inc
California
$1.03M -$101K -1,366 -9%
HHCP
2038
Hilton Head Capital Partners
South Carolina
$1.03M +$992K +13,368 New
YLHM
2039
Yelin Lapidot Holdings Management
Israel
$1.03M +$7.79K +105 +0.8%
BFG
2040
Berger Financial Group
Minnesota
$1.03M -$29.5K -397 -3%
CH
2041
Cromwell Holdings
Wyoming
$1.03M – – –
AHL
2042
Abel Hall LLC
Louisiana
$1.02M +$657K +8,856 +199%
PWA
2043
Phoenix Wealth Advisors
North Carolina
$1.02M -$15.4K -208 -2%
SSWM
2044
Sheets Smith Wealth Management
North Carolina
$1.02M -$147K -1,987 -13%
AWA
2045
Authentikos Wealth Advisory
California
$1.02M – – –
RL
2046
Rogco LP
Oklahoma
$1.02M +$1.63K +22 +0.2%
KA
2047
Kercheville Advisors
Texas
$1.02M +$7.42K +100 +0.7%
1WA
2048
180 Wealth Advisors
Washington
$1.02M -$21.5K -290 -2%
EWM
2049
Evermay Wealth Management
Virginia
$1.02M -$17.7K -238 -2%
IPAM
2050
Investment Partners Asset Management
New Jersey
$1.02M +$148 +2 +0%
80 81
82
83 84