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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2026
Circle Wealth Management
New Jersey
$260K -$210K -2,122 -37%
ACP
2027
Aviance Capital Partners
Florida
$260K -$5.34K -54 -1%
WCWM
2028
Willow Creek Wealth Management
California
$260K +$109K +1,103 +44%
RTC
2029
Riverview Trust Company
Washington
$258K -$22.6K -229 -6%
OCM
2030
Osterweis Capital Management
California
$258K -$99 -1 -0%
JSL
2031
JT Stratford LLC
Georgia
$258K +$69K +698 +24%
BONST
2032
Bank of Nova Scotia Trust
Ontario, Canada
$257K -$43.3K -438 -11%
MPW
2033
MA Private Wealth
California
$257K +$3.46K +35 +1%
CIP
2034
Capital Insight Partners
Arizona
$256K – – –
SIA
2035
Starfire Investment Advisers
Michigan
$255K – – –
WDL
2036
Well Done LLC
Michigan
$255K +$146K +1,480 +72%
ACM
2037
AlphaStar Capital Management
North Carolina
$254K -$395K -3,993 -56%
SAM
2038
Secure Asset Management
Michigan
$253K -$154K -1,561 -31%
NPF
2039
Norris Perne & French
Michigan
$253K -$78.9K -798 -19%
PWM
2040
Paulson Wealth Management
Illinois
$253K -$51.3K -519 -14%
SNBOSCI
2041
Security National Bank of Sioux City Iowa
Iowa
$251K – – –
CRIG
2042
Charter Research & Investment Group
Connecticut
$250K -$360K -3,646 -51%
WB
2043
West Bancorporation
Iowa
$250K -$76.3K -772 -18%
F
2044
F3Logic
Minnesota
$250K +$20.4K +206 +6%
CCB
2045
Cutter & Co Brokerage
Missouri
$250K +$64.3K +651 +23%
GC
2046
Gilbert & Cook
Iowa
$249K -$3.56K -36 -1%
LA
2047
LexAurum Advisors
Kansas
$247K -$12.2K -123 -3%
TWP
2048
Tempus Wealth Planning
California
$247K – – –
NCM
2049
Nelson Capital Management
California
$247K +$2.96K +30 +0.9%
KFI
2050
Key Financial Inc
Pennsylvania
$246K -$1.48K -15 -0.4%
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