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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
2026
Corundum Group
Colorado
$336K -$68.5K -846 -18%
WKWM
2027
Walter & Keenan Wealth Management
Indiana
$336K +$2.67K +33 +0.8%
AIP
2028
Almanack Investment Partners
Pennsylvania
$336K +$91.2K +1,127 +40%
JCM
2029
Jacobsen Capital Management
Utah
$335K – – –
F
2030
F3Logic
Minnesota
$335K +$6.07K +75 +2%
KBG
2031
Kahn Brothers Group
New York
$333K – – –
VCG
2032
Vantage Consulting Group
Virginia
$333K +$319K +3,943 New
CCMU
2033
Cheyne Capital Management (UK)
United Kingdom
$332K +$318K +3,930 New
GWSG
2034
GPS Wealth Strategies Group
Colorado
$331K -$22.3K -276 -7%
QT
2035
Quantamental Technologies
New York
$330K +$317K +3,912 New
SFI
2036
SPC Financial Inc
Maryland
$328K -$45.9K -567 -13%
EIA
2037
Eldridge Investment Advisors
New Hampshire
$328K +$3.56K +44 +1%
COCM
2038
Charter Oak Capital Management
New Hampshire
$328K +$314K +3,878 New
APW
2039
Austin Private Wealth
Texas
$327K -$4.53K -56 -1%
EIG
2040
Ellenbecker Investment Group
Wisconsin
$327K +$9.15K +113 +3%
PWAG
2041
Polaris Wealth Advisory Group
California
$326K -$400K -4,941 -58%
NJBEST
2042
New Jersey Better Educational Savings Trust
New Jersey
$326K -$11.3K -139 -3%
CHA
2043
Carmichael Hill & Associates
Maryland
$325K +$43.2K +533 +16%
CIC
2044
Chase Investment Counsel
Virginia
$325K +$52.2K +645 +20%
FAT
2045
First American Trust
California
$324K -$2.19K -27 -0.7%
PCM
2046
Perritt Capital Management
Illinois
$324K +$70.7K +873 +29%
VAM
2047
Verity Asset Management
North Carolina
$323K +$11.6K +143 +4%
1WM
2048
1900 Wealth Management
Texas
$322K +$308K +3,810 New
ED
2049
Exane Derivatives
France
$322K -$1.21M -14,979 -80%
CWM
2050
Connecticut Wealth Management
Connecticut
$321K -$22.1K -273 -7%
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