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Name Holding Trade Value Shares
Change 		Change in
Stake
AWG
2026
Altus Wealth Group
Colorado
$536K -$36.3K -308 -6%
RL
2027
Rogco LP
Oklahoma
$535K – – –
KCP
2028
Kera Capital Partners
California
$535K +$550K +4,671 New
MSA
2029
Marino Stram & Associates
Massachusetts
$534K +$2.94K +25 +0.5%
JIR
2030
James Investment Research
Ohio
$534K -$36.5K -310 -6%
SWM
2031
Sendero Wealth Management
Texas
$533K – – –
JGIA
2032
Jackson Grant Investment Advisers
Connecticut
$531K +$118 +1 +0%
LRPA
2033
L. Roy Papp & Associates
Arizona
$529K -$3.53K -30 -0.6%
BMO
2034
Beck Mack & Oliver
New York
$528K +$80.1K +680 +17%
AA
2035
Aire Advisors
California
$527K -$29.8K -253 -5%
EIP
2036
Ellis Investment Partners
Pennsylvania
$527K -$9.89K -84 -2%
FUBT
2037
First United Bank & Trust
Maryland
$525K -$3.53K -30 -0.6%
CUAMC
2038
China Universal Asset Management Company
China
$525K -$187K -1,584 -26%
DIP
2039
Davis Investment Partners
North Carolina
$524K -$171K -1,456 -24%
GWM
2040
GK Wealth Management
Nevada
$524K +$6.95K +59 +1%
MMG
2041
Monetary Management Group
Missouri
$524K – – –
SFG
2042
Sovereign Financial Group
Connecticut
$524K -$15.8K -134 -3%
AA
2043
Acorns Advisers
California
$523K +$48.8K +414 +10%
TIA
2044
Tiemann Investment Advisors
California
$523K – – –
SPA
2045
Sherbrooke Park Advisers
New York
$523K +$276K +2,341 +105%
1WA
2046
180 Wealth Advisors
Washington
$522K +$4.71K +40 +0.9%
AF
2047
Aviso Financial
Ontario, Canada
$522K +$17.2K +146 +3%
PWM
2048
Paulson Wealth Management
Illinois
$520K -$7.77K -66 -1%
MAWA
2049
Moss Adams Wealth Advisors
Washington
$520K +$7.3K +62 +1%
KIC
2050
Keating Investment Counselors
Florida
$520K -$296K -2,510 -36%
80 81
82
83 84