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Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
2026
Capital Advisors Ltd
Ohio
$44K – – –
CFN
2027
Cordasco Financial Network
Florida
$44K – – –
LJHT
2028
Laurie J. Hall Trustee
$43K – – –
FFW
2029
Fusion Family Wealth
New York
$43K +$4.32K +25 +13%
RWM
2030
Raffa Wealth Management
District of Columbia
$40.7K – – –
MIFH
2031
Migdal Insurance & Financial Holdings
Israel
$38K -$3.11K -18 -8%
DRS
2032
Deane Retirement Strategies
Louisiana
$38K – – –
UOTTAIMCU
2033
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$38K +$34.3K +199 New
WCAMG
2034
Woodard & Company Asset Management Group
North Carolina
$38K +$34.5K +200 New
CJA
2035
C-J Advisory
California
$37K +$4.66K +27 +16%
AGA
2036
Accuvest Global Advisors
Utah
$37K +$33.7K +195 New
MCM
2037
Mainstay Capital Management
Michigan
$37K +$34K +197 New
BGC
2038
Beutel, Goodman & Co
Ontario, Canada
$35K +$39.7K +230 New
SP
2039
SWS Partners
Ohio
$34K +$30.7K +178 New
CTB
2040
Country Trust Bank
Illinois
$32K -$3.8K -22 -12%
IUHSA
2041
Itau Unibanco Holding S.A.
Brazil
$32K +$11.4K +66 +63%
TWMP
2042
Taylor Wealth Management Partners
Massachusetts
$31K – – –
TCM
2043
TD Capital Management
Tennessee
$31K +$28K +162 New
LA
2044
Legacy Advisors
Pennsylvania
$30K -$5.35K -31 -16%
IP
2045
Isthmus Partners
Wisconsin
$30K – – –
RFWA
2046
RPg Family Wealth Advisory
Massachusetts
$29.4K – – –
NCM
2047
New Capital Management
Texas
$29K +$173 +1 +0.7%
OPWM
2048
Oak Point Wealth Management
Michigan
$27K +$24.5K +142 New
LWA
2049
Lowe Wealth Advisors
Maryland
$26K – – –
CAM
2050
CenterStar Asset Management
Illinois
$25K – – –
80 81
82
83 84