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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
2026
FCA Corp
Texas
$442K +$1.27K +12 +0.3%
CWI
2027
Conscious Wealth Investments
Florida
$442K -$142K -1,341 -24%
HNWAG
2028
High Net Worth Advisory Group
Florida
$442K -$10.6K -100 -2%
GFA
2029
Gallagher Fiduciary Advisors
Illinois
$442K +$9.41K +89 +2%
LRPA
2030
L. Roy Papp & Associates
Arizona
$442K – – –
A
2031
Argentarii
Ohio
$441K +$183K +1,729 +61%
SPL
2032
Smart Portfolios LLC
Washington
$441K -$11.1K -105 -2%
RBWA
2033
RFG - Bristol Wealth Advisors
Massachusetts
$440K -$42.2K -399 -8%
BWP
2034
Baldwin Wealth Partners
Massachusetts
$440K -$186K -1,762 -28%
PWM
2035
Paulson Wealth Management
Illinois
$439K +$1.27K +12 +0.3%
FMN
2036
Financial Management Network
California
$438K +$528 +5 +0.1%
MSA
2037
Marino Stram & Associates
Massachusetts
$438K +$1.58K +15 +0.3%
AMIM
2038
Aull & Monroe Investment Management
Alabama
$438K -$31.6K -299 -6%
BOH
2039
Bank of Hawaii
Hawaii
$438K +$35.4K +335 +8%
FFG
2040
Fiduciary Financial Group
California
$437K +$29.6K +280 +7%
WDG
2041
Wealth Dimensions Group
Ohio
$436K +$15.3K +145 +3%
BMO
2042
Beck Mack & Oliver
New York
$436K +$9.2K +87 +2%
SAW
2043
Signal Advisors Wealth
Michigan
$435K +$130K +1,230 +37%
WA
2044
Waddell & Associates
Tennessee
$434K +$124K +1,173 +35%
SWM
2045
Sendero Wealth Management
Texas
$434K +$1.8K +17 +0.4%
RWP
2046
Revolve Wealth Partners
New Jersey
$434K -$12.7K -120 -3%
CA
2047
Carson Advisory
Georgia
$432K +$159K +1,503 +50%
KMWM
2048
Keudell/Morrison Wealth Management
Oregon
$432K +$65.3K +618 +16%
AU
2049
AlphaGrep UK
$431K +$250K +2,367 +112%
TFG
2050
Taylor Financial Group
Virginia
$431K -$16.4K -155 -3%
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