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Name Holding Trade Value Shares
Change 		Change in
Stake
CM
2026
Columbus Macro
Pennsylvania
$429K -$42.2K -432 -10%
AIP
2027
Almanack Investment Partners
Pennsylvania
$429K +$11.3K +116 +3%
GM
2028
GeoWealth Management
Illinois
$429K +$349K +3,574 +691%
IFG
2029
Investors Financial Group
Minnesota
$427K -$12.6K -129 -3%
NPA
2030
Nichols & Pratt Advisers
Massachusetts
$427K +$29.3K +300 +8%
RFN
2031
RDA Financial Network
Iowa
$426K -$113K -1,161 -22%
FHC
2032
First Heartland Consultants
Missouri
$426K +$58.8K +602 +17%
PFGIA
2033
Patriot Financial Group Insurance Agency
Massachusetts
$425K -$10.1K -103 -2%
CRIG
2034
Charter Research & Investment Group
Connecticut
$425K – – –
MC
2035
Mathes Company
New York
$424K – – –
NCMW
2036
Northern Capital Management (Washington)
Washington
$424K – – –
BCA
2037
Bray Capital Advisors
Florida
$422K +$66.6K +682 +20%
FBFS
2038
First Business Financial Services
Wisconsin
$419K – – –
VAM
2039
Verity Asset Management
North Carolina
$419K +$16.5K +169 +4%
SCA
2040
SMH Capital Advisors
Texas
$419K +$154K +1,573 +65%
GF
2041
Gries Financial
Ohio
$419K +$384K +3,930 New
ACS
2042
Archford Capital Strategies
Illinois
$417K -$741K -7,588 -65%
TSS
2043
Two Sigma Securities
New York
$417K +$142K +1,454 +58%
JCM
2044
Jacobsen Capital Management
Utah
$416K – – –
FAT
2045
First American Trust
California
$416K +$13.9K +142 +4%
SAM
2046
Secure Asset Management
Michigan
$415K +$95.6K +979 +33%
WAG
2047
Winthrop Advisory Group
Massachusetts
$414K +$27.8K +285 +8%
KBG
2048
Kahn Brothers Group
New York
$414K – – –
WKWM
2049
Walter & Keenan Wealth Management
Indiana
$413K -$3.22K -33 -0.8%
APW
2050
Austin Private Wealth
Texas
$413K +$6.64K +68 +2%
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