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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2026
Birchcreek Wealth Management
Ohio
$338K +$325K +4,008 New
CG
2027
Corundum Group
Colorado
$336K -$68.5K -846 -18%
WKWM
2028
Walter & Keenan Wealth Management
Indiana
$336K +$2.67K +33 +0.8%
AIP
2029
Almanack Investment Partners
Pennsylvania
$336K +$91.2K +1,127 +40%
JCM
2030
Jacobsen Capital Management
Utah
$335K – – –
F
2031
F3Logic
Minnesota
$335K +$6.07K +75 +2%
KBG
2032
Kahn Brothers Group
New York
$333K – – –
VCG
2033
Vantage Consulting Group
Virginia
$333K +$319K +3,943 New
CCMU
2034
Cheyne Capital Management (UK)
United Kingdom
$332K +$318K +3,930 New
GWSG
2035
GPS Wealth Strategies Group
Colorado
$331K -$22.3K -276 -7%
QT
2036
Quantamental Technologies
New York
$330K +$317K +3,912 New
SFI
2037
SPC Financial Inc
Maryland
$328K -$45.9K -567 -13%
EIA
2038
Eldridge Investment Advisors
New Hampshire
$328K +$3.56K +44 +1%
COCM
2039
Charter Oak Capital Management
New Hampshire
$328K +$314K +3,878 New
APW
2040
Austin Private Wealth
Texas
$327K -$4.53K -56 -1%
EIG
2041
Ellenbecker Investment Group
Wisconsin
$327K +$9.15K +113 +3%
PWAG
2042
Polaris Wealth Advisory Group
California
$326K -$400K -4,941 -58%
NJBEST
2043
New Jersey Better Educational Savings Trust
New Jersey
$326K -$11.3K -139 -3%
CHA
2044
Carmichael Hill & Associates
Maryland
$325K +$43.2K +533 +16%
CIC
2045
Chase Investment Counsel
Virginia
$325K +$52.2K +645 +20%
FAT
2046
First American Trust
California
$324K -$2.19K -27 -0.7%
PCM
2047
Perritt Capital Management
Illinois
$324K +$70.7K +873 +29%
VAM
2048
Verity Asset Management
North Carolina
$323K +$11.6K +143 +4%
1WM
2049
1900 Wealth Management
Texas
$322K +$308K +3,810 New
ED
2050
Exane Derivatives
France
$322K -$1.21M -14,979 -80%
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