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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2026
Sterneck Capital Management
Missouri
$831K +$15.6K +102 +2%
MA
2027
MONECO Advisors
Connecticut
$830K -$2.44K -16 -0.3%
UIA
2028
UBP Investment Advisors
Switzerland
$830K – – –
BWCS
2029
Beirne Wealth Consulting Services
Connecticut
$829K -$20.3K -133 -2%
W
2030
WorthPointe
California
$828K +$153 +1 +0%
GP
2031
Greenline Partners
New York
$827K – – –
IP
2032
Ignite Planners
California
$824K +$61.5K +403 +8%
BHC
2033
Bowen Hanes & Co
Florida
$822K – – –
PCMM
2034
Piedmont Capital Management (Montana)
Montana
$817K -$67.7K -444 -7%
DOA
2035
D'Orazio & Associates
Virginia
$817K +$58.4K +383 +7%
HCM
2036
Hodges Capital Management
Texas
$816K -$237K -1,551 -21%
AC
2037
AlphaCore Capital
California
$816K +$158K +1,039 +22%
NLP
2038
Next Level Private
New York
$816K +$346K +2,269 +79%
MGAM
2039
McGowan Group Asset Management
Texas
$814K +$36.6K +240 +4%
FBFS
2040
First Business Financial Services
Wisconsin
$814K +$142K +931 +20%
FA
2041
Fermata Advisors
California
$812K -$151K -990 -15%
IIA
2042
Integral Investment Advisors
California
$812K -$109K -716 -11%
BCA
2043
Bray Capital Advisors
Florida
$808K -$14.6K -96 -2%
BFA
2044
BMS Financial Advisors
South Dakota
$807K -$19.7K -129 -2%
SIA
2045
SkyView Investment Advisors
New Jersey
$806K -$31.6K -207 -4%
6F
2046
626 Financial
Michigan
$803K +$16.2K +106 +2%
APG
2047
Abacus Planning Group
South Carolina
$801K +$18.3K +120 +2%
HLOC
2048
H.L. Ormond & Company
North Carolina
$801K +$105K +686 +14%
NCM
2049
NCM Capital Management
New Jersey
$798K +$305 +2 +0%
SWM
2050
Scissortail Wealth Management
Oklahoma
$797K +$64.4K +422 +10%
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