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Name Holding Trade Value Shares
Change 		Change in
Stake
LCP
2026
Legacy Capital Partners
Wisconsin
$1.18M -$126K -700 -9%
DL
2027
DOHJ LLC
Washington
$1.18M -$336K -1,867 -22%
BWM
2028
BerganKDV Wealth Management
Minnesota
$1.18M +$27.5K +153 +2%
EAM
2029
Evanson Asset Management
California
$1.18M -$37.9K -211 -3%
DA
2030
Duality Advisers
Florida
$1.18M -$3.29M -18,273 -73%
AA
2031
Addison Advisors
Vermont
$1.17M +$1.2M +6,682 New
GA
2032
GoalVest Advisory
New York
$1.17M +$615K +3,418 +106%
MWA
2033
Meridian Wealth Advisors
Texas
$1.17M +$249K +1,385 +26%
SWP
2034
Strategic Wealth Partners
Ohio
$1.16M +$462K +2,568 +64%
IFG
2035
Investors Financial Group
Minnesota
$1.16M -$24.8K -138 -2%
CCFM
2036
Clear Creek Financial Management
Washington
$1.15M +$775K +4,308 +192%
AC
2037
Avestar Capital
New York
$1.15M +$693K +3,853 +143%
DM
2038
Delphi Management
Massachusetts
$1.15M +$16.2K +90 +1%
TF
2039
TLWM Financial
Texas
$1.15M +$8.81K +49 +0.8%
PFC
2040
Phocas Financial Corp
California
$1.15M +$17.8K +99 +2%
AP
2041
Americana Partners
Texas
$1.15M +$152K +843 +15%
SMC
2042
S. Muoio & Co
New York
$1.14M – – –
FPS
2043
Fieldpoint Private Securities
Connecticut
$1.14M +$57K +317 +5%
SIC
2044
Samalin Investment Counsel
New York
$1.14M -$63.3K -352 -5%
HCP
2045
Hexagon Capital Partners
Arkansas
$1.14M +$5.22K +29 +0.4%
HC
2046
Hoese & Co
Minnesota
$1.14M +$88.8K +494 +8%
WA
2047
Wambolt & Associates
Colorado
$1.14M +$164K +913 +17%
FBT
2048
First Bankers Trust
Kentucky
$1.13M -$128K -714 -10%
CWA
2049
Clarity Wealth Advisors
California
$1.13M -$14.6K -81 -1%
GWM
2050
Gray Wealth Management
Maine
$1.13M +$10.1K +56 +0.9%
80 81
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