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Name Holding Trade Value Shares
Change 		Change in
Stake
REMPR
2026
Roof Eidam Maycock Peralta (REMP)
California
$1.31M – – –
ACA
2027
Ackerman Capital Advisors
Texas
$1.31M – – –
RSC
2028
Red Spruce Capital
Pennsylvania
$1.31M -$28.5K -182 -2%
MMA
2029
Mizuho Markets Americas
New York
$1.3M -$1.59M -10,138 -57%
WDA
2030
Wendell David Associates
New Hampshire
$1.3M – – –
1IA
2031
1620 Investment Advisors
Massachusetts
$1.3M -$6.11K -39 -0.5%
AFG
2032
Allegheny Financial Group
Pennsylvania
$1.3M +$73.3K +468 +6%
WI
2033
WrapManager Inc
California
$1.29M -$7.36K -47 -0.6%
BW
2034
BIP Wealth
Georgia
$1.29M +$11.3K +72 +0.9%
HCP
2035
Holt Capital Partners
Texas
$1.29M – – –
GTAM
2036
Global Trust Asset Management
Florida
$1.29M +$175K +1,115 +17%
WAM
2037
Weiss Asset Management
Massachusetts
$1.29M -$1.3M -8,326 -52%
SFA
2038
Souders Financial Advisors
Ohio
$1.29M +$69K +441 +6%
CI
2039
Centerstone Investors
New York
$1.28M -$2.8M -17,881 -70%
SJIM
2040
St. Johns Investment Management
Florida
$1.28M -$62.5K -399 -5%
HWM
2041
Hohimer Wealth Management
Washington
$1.28M +$121K +775 +11%
WWA
2042
Wingate Wealth Advisors
Massachusetts
$1.28M – – –
MPPLM
2043
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.28M +$38.7K +247 +3%
KP
2044
Keel Point
Alabama
$1.27M +$249K +1,592 +26%
EW
2045
Element Wealth
Mississippi
$1.27M +$3.76K +24 +0.3%
PFM
2046
Potomac Fund Management
Florida
$1.27M +$96.6K +617 +7%
JWCA
2047
J.W. Coons Advisors
Ohio
$1.27M +$80.8K +516 +7%
RIA
2048
Realta Investment Advisors
Delaware
$1.27M -$299K -1,909 -20%
PW
2049
Paladin Wealth
Minnesota
$1.27M +$73.7K +471 +7%
FMP
2050
Financial Management Professionals
Texas
$1.27M +$13.8K +88 +1%
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