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Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
2026
Cambria Investment Management
California
$1.08M +$405K +2,320 +63%
DLHL
2027
Donald L. Hagan LLC
Florida
$1.08M +$110K +633 +12%
WP
2028
Westmount Partners
California
$1.08M +$1.05M +6,013 New
CAM
2029
Cozad Asset Management
Illinois
$1.08M +$82.7K +474 +9%
LWMM
2030
Legacy Wealth Management (Mississippi)
Mississippi
$1.08M – – –
ERWM
2031
Elk River Wealth Management
Colorado
$1.08M +$22K +126 +2%
WQ
2032
Wealth Quarterback
New Jersey
$1.07M +$22.5K +129 +2%
HI
2033
Hoey Investments
Pennsylvania
$1.07M +$96.3K +552 +10%
MAG
2034
Mayfair Advisory Group
Alabama
$1.07M -$12.6K -72 -1%
JE
2035
JMAC Enterprises
Pennsylvania
$1.06M -$78.2K -448 -7%
ONST
2036
Old North State Trust
North Carolina
$1.06M +$524K +3,000 +102%
DG
2037
DMC Group
Alabama
$1.06M -$224K -1,281 -17%
SRAM
2038
Spouting Rock Asset Management
Pennsylvania
$1.06M – – –
AAG
2039
Armstrong Advisory Group
Massachusetts
$1.06M +$1.03M +5,917 New
AP
2040
Appleton Partners
Massachusetts
$1.06M -$15.2K -87 -1%
DFS
2041
Dixon Fnancial Services
California
$1.06M -$139K -796 -12%
KFI
2042
Key Financial Inc
Pennsylvania
$1.06M – – –
CHP
2043
Cable Hill Partners
Oregon
$1.06M -$57.1K -327 -5%
OF
2044
Outfitter Financial
Maine
$1.06M – – –
NRI
2045
NFP Retirement Inc
California
$1.06M -$31.2K -179 -3%
SA
2046
SAM Advisors
California
$1.06M +$873 +5 +0.1%
NAS
2047
Nicolet Advisory Services
Wisconsin
$1.06M +$112K +639 +12%
WCG
2048
Weaver Consulting Group
California
$1.05M +$8.55K +49 +0.8%
EFG
2049
Everhart Financial Group
Ohio
$1.05M +$124K +708 +14%
LWAM
2050
Legacy Wealth Asset Management
Minnesota
$1.05M -$14.3K -82 -1%
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