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Name Holding Trade Value Shares
Change 		Change in
Stake
SFPIA
2026
Stevens First Principles Investment Advisors
California
$48K – – –
DOA
2027
D'Orazio & Associates
Virginia
$47K – – –
MPPLM
2028
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$47K +$42.6K +247 New
CA
2029
Crewe Advisors
Utah
$47K +$43.1K +250 New
CP
2030
Corbenic Partners
Pennsylvania
$45K – – –
PCFFS
2031
Pacific Center for Financial Services
California
$45K – – –
GWA
2032
Guidant Wealth Advisors
Illinois
$44K -$32.3K -187 -45%
CAL
2033
Capital Advisors Ltd
Ohio
$44K – – –
CFN
2034
Cordasco Financial Network
Florida
$44K – – –
LJHT
2035
Laurie J. Hall Trustee
$43K – – –
FFW
2036
Fusion Family Wealth
New York
$43K +$4.32K +25 +13%
RWM
2037
Raffa Wealth Management
District of Columbia
$40.7K – – –
MIFH
2038
Migdal Insurance & Financial Holdings
Israel
$38K -$3.11K -18 -8%
DRS
2039
Deane Retirement Strategies
Louisiana
$38K – – –
UOTTAIMCU
2040
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$38K +$34.3K +199 New
WCAMG
2041
Woodard & Company Asset Management Group
North Carolina
$38K +$34.5K +200 New
CJA
2042
C-J Advisory
California
$37K +$4.66K +27 +16%
AGA
2043
Accuvest Global Advisors
Utah
$37K +$33.7K +195 New
MCM
2044
Mainstay Capital Management
Michigan
$37K +$34K +197 New
BGC
2045
Beutel, Goodman & Co
Ontario, Canada
$35K +$39.7K +230 New
SP
2046
SWS Partners
Ohio
$34K +$30.7K +178 New
CTB
2047
Country Trust Bank
Illinois
$32K -$3.8K -22 -12%
IUHSA
2048
Itau Unibanco Holding S.A.
Brazil
$32K +$11.4K +66 +63%
TWMP
2049
Taylor Wealth Management Partners
Massachusetts
$31K – – –
TCM
2050
TD Capital Management
Tennessee
$31K +$28K +162 New
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