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Name Holding Trade Value Shares
Change 		Change in
Stake
REMPR
2026
Roof Eidam Maycock Peralta (REMP)
California
$1.12M – – –
ACA
2027
Ackerman Capital Advisors
Texas
$1.12M – – –
HWM
2028
Hohimer Wealth Management
Washington
$1.12M +$21.7K +154 +2%
DA
2029
Doliver Advisors
Texas
$1.12M -$9.59K -68 -0.9%
CWM
2030
Castle Wealth Management
Florida
$1.11M +$121K +860 +12%
WDA
2031
Wendell David Associates
New Hampshire
$1.11M – – –
WAM
2032
Wolverine Asset Management
Illinois
$1.11M +$1.09M +7,764 New
GSWM
2033
Golden State Wealth Management
California
$1.11M -$12.4K -88 -1%
SVCP
2034
Silicon Valley Capital Partners
California
$1.11M +$115K +814 +12%
WDG
2035
Wealth Dimensions Group
Ohio
$1.11M +$81.6K +579 +8%
PSCM
2036
Per Stirling Capital Management
Texas
$1.1M +$67.8K +481 +7%
TGAM
2037
TBH Global Asset Management
Tennessee
$1.1M -$107K -757 -9%
GDP
2038
Great Diamond Partners
Maine
$1.1M +$741K +5,255 +215%
RSC
2039
Red Spruce Capital
Pennsylvania
$1.1M -$15.1K -107 -1%
CI
2040
Centerstone Investors
New York
$1.1M – – –
PJSIMP
2041
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.1M +$95.7K +679 +10%
EA
2042
Emerald Advisors
Washington
$1.1M +$142K +1,008 +15%
MLA
2043
My Legacy Advisors
Oregon
$1.1M +$116K +821 +13%
MCA
2044
MSH Capital Advisors
Arizona
$1.1M +$115K +813 +12%
IP
2045
Investment Partners
Ohio
$1.1M -$108K -769 -9%
ASBI
2046
American State Bank (Iowa)
Iowa
$1.1M +$64.4K +457 +6%
FSC
2047
Full Sail Capital
Oklahoma
$1.1M -$28.6K -203 -3%
RFP
2048
Root Financial Partners
California
$1.1M +$152K +1,080 +16%
JWCA
2049
J.W. Coons Advisors
Ohio
$1.09M +$4.23K +30 +0.4%
OWA
2050
Octavia Wealth Advisors
Ohio
$1.09M -$338K -2,400 -24%
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