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Name Holding Trade Value Shares
Change 		Change in
Stake
CNAM
2026
Campbell Newman Asset Management
Wisconsin
$400K -$337K -3,307 -44%
JGIA
2027
Jackson Grant Investment Advisers
Connecticut
$400K +$1.12K +11 +0.3%
LRPA
2028
L. Roy Papp & Associates
Arizona
$400K -$43.8K -430 -9%
ACH
2029
ArrowMark Colorado Holdings
Colorado
$400K – – –
HDA
2030
Harold Davidson & Associates
California
$399K -$54K -530 -11%
S
2031
Sunpointe
Missouri
$399K +$3.67K +36 +0.9%
TC
2032
TFR Capital
Texas
$398K +$8.46K +83 +2%
WMA
2033
William Mack & Associates
Michigan
$398K +$54.4K +534 +15%
ECA
2034
Elevated Capital Advisors
Utah
$396K -$255K -2,498 -38%
KMWM
2035
Keudell/Morrison Wealth Management
Oregon
$396K -$37.3K -366 -8%
DF
2036
Dunhill Financial
United Kingdom
$396K +$66.5K +652 +19%
CF
2037
Convergence Financial
Missouri
$396K -$77.9K -764 -16%
ASBI
2038
American State Bank (Iowa)
Iowa
$396K +$419K +4,112 New
LAS
2039
Legacy Advisory Services
Pennsylvania
$395K -$9.69K -95 -2%
CFA
2040
CWS Financial Advisors
Michigan
$395K – – –
LWM
2041
Lionshead Wealth Management
New York
$395K +$3.87K +38 +0.9%
OIA
2042
Oakmont Investment Advisors
Pennsylvania
$395K -$30.9K -303 -7%
GWM
2043
GK Wealth Management
Nevada
$394K +$418K +4,097 New
CVM
2044
Cheviot Value Management
California
$394K -$91.1K -894 -18%
BEW
2045
Burton Enright Welch
California
$394K -$11.9K -117 -3%
MC
2046
Miramontes Capital
California
$394K -$85.2K -836 -17%
QWM
2047
Quadcap Wealth Management
Texas
$393K -$34.3K -336 -8%
AWS
2048
Arkfeld Wealth Strategies
Nebraska
$393K – – –
SWM
2049
SeaCrest Wealth Management
New York
$393K +$3.47K +34 +0.8%
TWA
2050
TCI Wealth Advisors
Arizona
$393K -$12.8K -126 -3%
80 81
82
83 84