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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2026
Castleview Partners
Texas
$61.8K +$1.53K +20 +3%
SHIM
2027
Stone House Investment Management
Pennsylvania
$61.5K +$58.9K +771 New
RA
2028
Rational Advisors
New York
$60.7K -$19.6K -256 -25%
SN
2029
Sittner & Nelson
Oregon
$60.6K -$15.3K -200 -21%
WAG
2030
Wiser Advisor Group
Arizona
$58.1K +$458 +6 +0.8%
CMP
2031
Coston McIsaac & Partners
Maine
$57K +$14.1K +185 +34%
DI
2032
DAGCO Inc
Ohio
$56.5K -$151K -1,972 -74%
PCC
2033
Park Circle Company
Maryland
$55.8K – – –
APC
2034
Aspire Private Capital
North Carolina
$53.9K -$76 -1 -0.1%
BCA
2035
Bray Capital Advisors
Florida
$51.8K – – –
VWWMG
2036
Vermillion & White Wealth Management Group
Pennsylvania
$50.8K +$76 +1 +0.2%
TC
2037
Tacita Capital
Ontario, Canada
$50.6K +$48.5K +635 New
FFWA
2038
FRG Family Wealth Advisors
Washington
$50.4K +$56.9K +745 New
NCM
2039
Northwest Capital Management
Oregon
$50.3K – – –
MLA
2040
MB, Levis & Associates
Pennsylvania
$49.5K -$993 -13 -2%
OAJ
2041
Ogorek Anthony Joseph
New York
$49K -$12.9K -169 -22%
WBC
2042
West Branch Capital
Massachusetts
$48.7K -$30.6K -400 -40%
CAM
2043
Costello Asset Management
Pennsylvania
$47.9K – – –
GWP
2044
Gen-Wealth Partners
Michigan
$47.5K +$45.5K +595 New
PWMG
2045
Private Wealth Management Group
New Jersey
$46.7K -$7.26K -95 -14%
PAG
2046
Paladin Advisory Group
Iowa
$45.7K -$3.13K -41 -7%
BCMLT
2047
Beacon Capital Management LLC (Tennessee)
Tennessee
$45K +$5.96K +78 +16%
NECFA
2048
New England Capital Financial Advisors
Connecticut
$44.4K -$148K -1,939 -78%
MIHAS
2049
Maj Invest Holding A/S
Denmark
$43K – – –
GKIM
2050
GW&K Investment Management
Massachusetts
$43K +$1.3K +17 +3%
80 81
82
83 84