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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
2026
Convergence Financial
Missouri
$396K -$77.9K -764 -16%
ASBI
2027
American State Bank (Iowa)
Iowa
$396K +$419K +4,112 New
LAS
2028
Legacy Advisory Services
Pennsylvania
$395K -$9.69K -95 -2%
CFA
2029
CWS Financial Advisors
Michigan
$395K – – –
LWM
2030
Lionshead Wealth Management
New York
$395K +$3.87K +38 +0.9%
OIA
2031
Oakmont Investment Advisors
Pennsylvania
$395K -$30.9K -303 -7%
GWM
2032
GK Wealth Management
Nevada
$394K +$418K +4,097 New
CVM
2033
Cheviot Value Management
California
$394K -$91.1K -894 -18%
BEW
2034
Burton Enright Welch
California
$394K -$11.9K -117 -3%
QWM
2035
Quadcap Wealth Management
Texas
$393K -$34.3K -336 -8%
AWS
2036
Arkfeld Wealth Strategies
Nebraska
$393K – – –
SWM
2037
SeaCrest Wealth Management
New York
$393K +$3.47K +34 +0.8%
TWA
2038
TCI Wealth Advisors
Arizona
$393K -$12.8K -126 -3%
WC
2039
Waterloo Capital
Texas
$392K +$26.8K +263 +7%
AIS
2040
Advocate Investing Services
Maryland
$392K +$60.3K +591 +17%
AWA
2041
Amplius Wealth Advisors
Pennsylvania
$391K -$36.2K -355 -8%
AA
2042
Addison Advisors
Vermont
$391K -$154K -1,514 -27%
CCMT
2043
CMT Capital Markets Trading
Germany
$391K +$414K +4,060 New
FMN
2044
Financial Management Network
California
$390K -$40.3K -395 -9%
BHPW
2045
Beverly Hills Private Wealth
California
$390K -$15.8K -155 -4%
DA
2046
Detalus Advisors
Missouri
$390K +$7.44K +73 +2%
SWGC
2047
Summit Wealth Group (Colorado)
Colorado
$390K -$30.3K -297 -7%
BVP
2048
Bristlecone Value Partners
California
$390K -$102 -1 -0%
GFG
2049
Grantvest Financial Group
New Jersey
$390K -$41.3K -405 -9%
CCA
2050
Childress Capital Advisors
Texas
$389K +$40.8K +400 +11%
80 81
82
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