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Name Holding Trade Value Shares
Change 		Change in
Stake
EGA
2026
E&G Advisors
Texas
$570K -$126K -999 -14%
LWPC
2027
Legacy Wealth Partners (California)
California
$570K +$168K +1,329 +29%
BIM
2028
Barton Investment Management
Pennsylvania
$568K -$37.9K -300 -5%
AI
2029
AdvisorShares Investments
Maryland
$568K +$32.4K +256 +5%
CP
2030
Covenant Partners
Tennessee
$565K +$19.6K +155 +3%
CGA
2031
Crescent Grove Advisors
Illinois
$564K +$127K +1,001 +21%
DDC
2032
DF Dent & Co
Maryland
$562K +$89.1K +705 +14%
SIA
2033
Starfire Investment Advisers
Michigan
$560K +$1.14K +9 +0.2%
ICM
2034
Islay Capital Management
Texas
$560K +$729K +5,767 +23,068%
LF
2035
LifeSteps Financial
California
$558K +$19K +150 +3%
B
2036
Bridgeworth
Alabama
$558K +$26.2K +207 +4%
BWP
2037
Bernardo Wealth Planning
Pennsylvania
$557K +$147K +1,160 +25%
CCB
2038
Cutter & Co Brokerage
Missouri
$556K +$24.9K +197 +4%
SDAM
2039
Shulman DeMeo Asset Management
New York
$556K +$117K +926 +19%
TFGT
2040
TS Financial Group (TSFG)
Illinois
$555K +$47.4K +375 +7%
PFG
2041
PAX Financial Group
Texas
$555K +$281K +2,224 +68%
TCM
2042
Tradewinds Capital Management
Washington
$554K -$5.06K -40 -0.7%
VCP
2043
Verus Capital Partners
Arizona
$553K -$197K -1,557 -21%
ONB
2044
Old National Bancorp
Indiana
$553K -$13K -103 -2%
JA
2045
JOYN Advisors
Georgia
$553K +$159K +1,258 +28%
TAM
2046
Trillium Asset Management
Massachusetts
$552K -$5.56K -44 -0.8%
LWM
2047
Liberty Wealth Management
California
$552K +$9.48K +75 +1%
EE
2048
EWG Elevate
California
$552K +$722K +5,714 New
EFSCE
2049
Enterprise Financial Services Corp (EFSC)
Missouri
$551K -$69.7K -551 -9%
AWM
2050
Apollon Wealth Management
South Carolina
$549K +$21.2K +168 +3%
80 81
82
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