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Name Holding Trade Value Shares
Change 		Change in
Stake
DE
2026
Diversified Enterprises
Delaware
$1.5M -$212K -1,139 -11%
CC
2027
Chicago Capital
Illinois
$1.49M -$74.3K -399 -4%
EA
2028
Emerald Advisors
Washington
$1.49M +$6.7K +36 +0.4%
GG
2029
Greenwood Gearhart
Arkansas
$1.49M +$304K +1,633 +22%
DDC
2030
DF Dent & Co
Maryland
$1.49M +$89.3K +480 +6%
TW
2031
ticino wealth
California
$1.48M +$1.33M +7,126 +390%
SIP
2032
Snowwater Investment Partners
Connecticut
$1.48M +$82.1K +441 +5%
MMM
2033
Mendel Money Management
Illinois
$1.48M -$320K -1,719 -16%
FLI
2034
Family Legacy Inc
South Carolina
$1.48M +$146K +784 +10%
FFA
2035
Florida Financial Advisors
Florida
$1.47M -$37.8K -203 -2%
GSWM
2036
Golden State Wealth Management
California
$1.47M -$10.4K -56 -0.6%
JSAM
2037
J. Safra Asset Management
New York
$1.47M +$340K +1,828 +26%
BAM
2038
BOS Asset Management
Illinois
$1.47M -$4.47K -24 -0.3%
MCM
2039
Mattern Capital Management
Colorado
$1.47M -$331K -1,777 -17%
APW
2040
Alliance Private Wealth
Massachusetts
$1.47M -$166K -890 -9%
UF
2041
Univest Financial
Pennsylvania
$1.47M +$137K +736 +9%
HPBT
2042
Hickory Point Bank & Trust
Illinois
$1.47M +$745 +4 +0%
LCM
2043
Leisure Capital Management
California
$1.46M +$36.5K +196 +2%
IAS
2044
Integrity Advisory Solutions
Texas
$1.46M +$673K +3,616 +69%
QFW
2045
QTR Family Wealth
Florida
$1.46M +$438K +2,354 +36%
CP
2046
Creekside Partners
California
$1.46M – – –
AO
2047
Advisor OS
Illinois
$1.46M -$127K -680 -7%
EWA
2048
Etesian Wealth Advisors
Oregon
$1.46M -$47.3K -254 -3%
FC
2049
Fjell Capital
North Dakota
$1.46M +$28.5K +153 +2%
KFI
2050
Key Financial Inc
Pennsylvania
$1.46M -$186K -1,001 -10%
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