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Name Holding Trade Value Shares
Change 		Change in
Stake
SI
2026
Saxon Interests
Texas
$277K -$8.07K -41 -3%
FDCP
2027
Foster Dykema Cabot & Partners
Massachusetts
$277K – – –
BFO
2028
Biltmore Family Office
North Carolina
$276K – – –
DFG
2029
Dynamic Financial Group
Iowa
$276K -$4.13K -21 -1%
RAM
2030
Readystate Asset Management
Illinois
$276K -$792K -4,025 -75%
NB
2031
Nicolet Bankshares
Wisconsin
$275K +$3.94K +20 +1%
JBA
2032
Johnson Bixby & Associates
Washington
$275K – – –
VIM
2033
Vista Investment Management
Pennsylvania
$275K – – –
OP
2034
ORG Partners
Indiana
$275K +$6.49K +33 +2%
KFC
2035
Klingenstein Fields & Co
New York
$275K +$197 +1 +0.1%
CAWM
2036
Capital Advisors Wealth Management
Washington
$274K +$8.26K +42 +3%
CPL
2037
CAP Partners LLC
Tennessee
$274K -$3.94K -20 -1%
WCA
2038
Westover Capital Advisors
Delaware
$274K -$1.18K -6 -0.4%
TB
2039
Terril Brothers
Missouri
$274K – – –
PFS
2040
Physicians Financial Services
North Carolina
$274K -$5.51K -28 -2%
CWM
2041
Castle Wealth Management
Florida
$273K -$1.77K -9 -0.7%
GC
2042
GatePass Capital
Ohio
$273K +$3.35K +17 +1%
BEW
2043
Burton Enright Welch
California
$272K +$30.5K +155 +13%
AGP
2044
Aspire Growth Partners
Florida
$271K -$25.8K -131 -9%
SLC
2045
Second Line Capital
Louisiana
$271K +$266K +1,353 New
CWM
2046
Cabot Wealth Management
Massachusetts
$271K -$2.95K -15 -1%
KCPG
2047
Kavar Capital Partners Group
Kansas
$271K – – –
WBWA
2048
William B. Walkup & Associates
South Carolina
$271K +$23.6K +120 +10%
CWM
2049
Circle Wealth Management
New Jersey
$270K – – –
IFU
2050
iSAM Funds (UK)
United Kingdom
$270K +$266K +1,350 New
80 81
82
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