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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
2026
Copley Financial Group
California
$215K +$186K +603 New
ABTD
2027
Arvest Bank Trust Division
Oklahoma
$215K +$186K +603 New
ONST
2028
Old North State Trust
North Carolina
$215K +$186K +603 New
SWG
2029
Summit Wealth Group
Vermont
$215K +$186K +603 New
GAA
2030
Global Assets Advisory
Florida
$215K +$186K +605 New
RFA
2031
Reyes Financial Architecture
California
$214K +$30.8K +100 +20%
CBUSF
2032
Construction & Building Unions Superannuation Fund
Australia
$214K +$185K +600 New
FZCM
2033
Flynn Zito Capital Management
New York
$214K +$185K +600 New
MWM
2034
Mattern Wealth Management
Kansas
$214K +$185K +600 New
PPW
2035
Pasadena Private Wealth
California
$214K +$185K +600 New
RIG
2036
Renaissance Investment Group
Massachusetts
$214K +$185K +600 New
UPS
2037
UHLMANN PRICE SECURITIES
Illinois
$214K +$185K +600 New
Vanguard Capital Wealth Advisors
2038
Vanguard Capital Wealth Advisors
Colorado
$214K +$185K +600 New
SA
2039
SoundView Advisors
Washington
$214K +$185K +600 New
OPA
2040
Old Port Advisors
Maine
$214K +$184K +599 New
TAM
2041
Townsend Asset Management
North Carolina
$213K +$184K +598 New
WW
2042
Westshore Wealth
California
$213K +$184K +598 New
FCIM
2043
Fairview Capital Investment Management
California
$213K +$184K +597 New
PAA
2044
Peregrine Asset Advisers
Oregon
$213K +$184K +596 New
CFP
2045
Cascade Financial Partners
California
$213K +$184K +596 New
KOMWMG
2046
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$212K +$183K +594 New
SFP
2047
Sandbox Financial Partners
Maryland
$211K +$182K +591 New
IP
2048
Investment Partners
Ohio
$211K +$182K +590 New
AFAS
2049
Acorn Financial Advisory Services
Virginia
$210K +$181K +589 New
FSA
2050
Financial Security Advisor
Virginia
$210K +$181K +588 New