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Name Holding Trade Value Shares
Change 		Change in
Stake
UIA
2026
UBP Investment Advisors
Switzerland
$830K +$950K +5,749 New
BWA
2027
Beam Wealth Advisors
Louisiana
$829K +$13.1K +79 +1%
BCA
2028
Bray Capital Advisors
Florida
$828K +$496 +3 +0.1%
BHC
2029
Bowen Hanes & Co
Florida
$828K +$40.7K +246 +4%
LWP
2030
Lumature Wealth Partners
Georgia
$827K -$21.2K -128 -2%
PFA
2031
Pure Financial Advisors
California
$826K +$151K +915 +19%
SCM
2032
Sterneck Capital Management
Missouri
$823K – – –
CGA
2033
Crescent Grove Advisors
Illinois
$822K +$108K +653 +13%
CAM
2034
Cozad Asset Management
Illinois
$818K +$180K +1,088 +24%
SAM
2035
Secure Asset Management
Michigan
$816K +$207K +1,254 +29%
BWM
2036
BCS Wealth Management
Tennessee
$815K +$60K +363 +7%
CIA
2037
Cascade Investment Advisors
Oregon
$815K -$976K -5,904 -51%
VCM
2038
Versant Capital Management
Arizona
$814K +$42.3K +256 +5%
UFF
2039
USA Financial Formulas
Michigan
$812K -$114K -689 -11%
CPC
2040
Congress Park Capital
New York
$809K +$16.5K +100 +2%
NCM
2041
NCM Capital Management
New Jersey
$804K +$331 +2 +0%
LAS
2042
LWM Advisory Services
Florida
$801K +$272K +1,647 +42%
SFS
2043
Stiles Financial Services
Minnesota
$797K -$26.8K -162 -3%
CICI
2044
Capital Investment Counsel Inc
North Carolina
$796K -$49.6K -300 -5%
OPTFSNA
2045
Old Point Trust & Financial Services N A
Virginia
$796K +$3.97K +24 +0.4%
FCAG
2046
First Capital Advisors Group
New Jersey
$796K +$908K +5,495 New
6F
2047
626 Financial
Michigan
$794K -$32.7K -198 -3%
AAM
2048
Aureus Asset Management
Massachusetts
$792K -$1.49K -9 -0.2%
EIA
2049
Edgemoor Investment Advisors
Maryland
$791K +$2.65K +16 +0.3%
AP
2050
Appleton Partners
Massachusetts
$790K +$2.65K +16 +0.3%
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