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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
2026
AdvisorShares Investments
Maryland
$628K -$28.3K -256 -4%
BOS
2027
Bingham Osborn & Scarborough
California
$625K -$40.3K -365 -6%
CWA
2028
Capital Wealth Alliance
Arizona
$625K +$6.84K +62 +1%
LW
2029
Linscomb Wealth
Texas
$625K +$10.6K +96 +2%
IA
2030
IFG Advisors
Missouri
$624K +$5.52K +50 +0.9%
PRWA
2031
Platte River Wealth Advisors
Colorado
$624K +$602K +5,451 New
SWM
2032
Sugarloaf Wealth Management
Georgia
$622K +$1.44K +13 +0.2%
EWM
2033
Executive Wealth Management
Michigan
$621K -$210K -1,898 -25%
CCB
2034
Cutter & Co Brokerage
Missouri
$621K -$20.6K -187 -3%
AA
2035
Aufman Associates
Pennsylvania
$616K +$11K +100 +2%
DC
2036
DeDora Capital
California
$616K +$17.3K +157 +3%
LP
2037
LGL Partners
Pennsylvania
$613K -$6.62K -60 -1%
LDFR
2038
Lehman & Derafelo Financial Resources
Pennsylvania
$612K -$17.8K -161 -3%
CBFP
2039
Cedar Brook Financial Partners
Ohio
$612K +$50.2K +455 +9%
PPW
2040
Parcion Private Wealth
Washington
$609K +$112K +1,011 +23%
PCMC
2041
Paragon Capital Management (Colorado)
Colorado
$608K +$31.1K +282 +5%
CPIG
2042
Chicago Partners Investment Group
Illinois
$607K -$182K -1,647 -24%
WCM
2043
Windsor Capital Management
Arizona
$605K +$42.5K +385 +8%
PPP
2044
Private Portfolio Partners
New Jersey
$603K -$198K -1,795 -25%
QI
2045
Qtron Investments
Massachusetts
$603K +$134K +1,212 +29%
NCM
2046
Neumann Capital Management
California
$598K +$5.52K +50 +0.9%
BWM
2047
Baystate Wealth Management
Massachusetts
$597K -$31.4K -284 -5%
EIP
2048
Ellis Investment Partners
Pennsylvania
$597K +$11K +100 +2%
CPA
2049
Capital Planning Advisors
California
$590K +$584K +5,292 New
EWM
2050
Elmwood Wealth Management
California
$588K -$365K -3,306 -39%
80 81
82
83 84