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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2026
Buckley Wealth Management
Nevada
– -$616K -7,724 Closed
SFB
2027
STAR Financial Bank
Indiana
– -$613K -7,682 Closed
RGI
2028
River Global Investors
United Kingdom
– -$611K -7,662 Closed
QWP
2029
Quotient Wealth Partners
Texas
– -$605K -7,585 Closed
CTA
2030
Chesley Taft & Associates
Illinois
– -$595K -7,462 Closed
BCG
2031
Breakwater Capital Group
New Jersey
– -$590K -7,401 Closed
ZF
2032
Zhang Financial
Michigan
– -$575K -7,210 Closed
OFS
2033
OneAscent Financial Services
Alabama
– -$561K -7,032 Closed
WWS
2034
Wellington Wealth Strategies
Indiana
– -$556K -6,976 Closed
BP
2035
BBR Partners
New York
– -$553K -6,934 Closed
LSA
2036
Leonteq Securities AG
Switzerland
– -$543K -6,806 Closed
GCP
2037
GSA Capital Partners
United Kingdom
– -$536K -6,723 Closed
LI
2038
Lafayette Investments
Maryland
– -$530K -6,650 Closed
PWMAG
2039
Pinnacle Wealth Management Advisory Group
New Jersey
– -$527K -6,603 Closed
HIM
2040
Hillsdale Investment Management
Ontario, Canada
– -$524K -6,570 Closed
SAM
2041
Seelaus Asset Management
New Jersey
– -$524K -6,565 Closed
WHCI
2042
W.H. Cornerstone Investments
Massachusetts
– -$519K -6,511 Closed
III
2043
Independent Investors Inc
New York
– -$514K -6,450 Closed
HIC
2044
Hartline Investment Corp
Illinois
– -$513K -6,428 Closed
DS
2045
DRW Securities
Illinois
– -$509K -6,379 Closed
KFA
2046
Krane Funds Advisors
New York
– -$459K -6,345 Closed
SGI
2047
Summit Global Investments
Utah
– -$505K -6,334 Closed
FA
2048
FDx Advisors
Illinois
– -$502K -6,298 Closed
CSA
2049
Cottage Street Advisors
Massachusetts
– -$502K -6,294 Closed
ICM
2050
IMS Capital Management
Oregon
– -$490K -6,145 Closed
80 81
82
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