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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
2026
GSB Wealth Management
Connecticut
$240K – – –
CSM
2027
CAMG Solamere Management
North Carolina
$239K -$1.07M -12,712 -79%
BWP
2028
BSW Wealth Partners
Colorado
$239K -$156K -1,857 -36%
ONST
2029
Old North State Trust
North Carolina
$238K -$220K -2,613 -44%
CWG
2030
Cornerstone Wealth Group
North Carolina
$238K -$5.89K -70 -2%
JCM
2031
Jag Capital Management
Missouri
$238K +$15K +178 +6%
CHA
2032
Carmichael Hill & Associates
Maryland
$238K +$30.8K +366 +12%
CW
2033
CreativeOne Wealth
Kansas
$238K +$53.8K +640 +24%
AIP
2034
Almanack Investment Partners
Pennsylvania
$237K -$241K -2,867 -50%
MS
2035
Maven Securities
Jersey
$237K -$215K -2,562 -44%
SBL
2036
Sargent Bickham Lagudis
Colorado
$237K -$9.08K -108 -3%
BCA
2037
Bray Capital Advisors
Florida
$235K +$168 +2 +0.1%
WIC
2038
Wilkins Investment Counsel
Massachusetts
$233K – – –
AAP
2039
Arax Advisory Partners
Colorado
$233K +$19.3K +230 +8%
TWP
2040
Tempus Wealth Planning
California
$232K -$14.8K -176 -5%
BB
2041
Bell Bank
North Dakota
$231K -$157K -1,868 -37%
CIC
2042
Chase Investment Counsel
Virginia
$231K -$3.7K -44 -1%
AC
2043
Apella Capital
Connecticut
$231K +$23.6K +281 +10%
MAM
2044
Marotta Asset Management
Virginia
$231K -$206K -2,449 -43%
SM
2045
Sciencast Management
New Jersey
$230K -$453K -5,392 -64%
HJGA
2046
Hardman Johnston Global Advisors
Connecticut
$230K – – –
VVP
2047
Venture Visionary Partners
Ohio
$229K +$35.3K +420 +15%
LF
2048
LifeSteps Financial
California
$229K +$60.1K +715 +29%
WMG
2049
WESCAP Management Group
California
$228K -$537K -6,386 -67%
HCA
2050
Horan Capital Advisors
Ohio
$228K – – –
80 81
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83 84