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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
2026
IFG Advisors
Missouri
$448K +$526K +2,398 New
SIP
2027
Stoneridge Investment Partners
Pennsylvania
$447K -$2.18M -9,948 -81%
SHWM
2028
Silicon Hills Wealth Management
Texas
$447K +$524K +2,387 +26,522%
CS
2029
Cannell & Spears
New York
$445K -$41.3K -188 -7%
MWPCG
2030
Measured Wealth Private Client Group
New Hampshire
$445K -$9.66K -44 -2%
CHA
2031
Carmichael Hill & Associates
Maryland
$444K -$20K -91 -4%
SFG
2032
Sunburst Financial Group
Alabama
$444K – – –
CPIG
2033
Chicago Partners Investment Group
Illinois
$444K +$224K +1,021 +93%
BCM
2034
Bienville Capital Management
New York
$444K +$256K +1,165 +96%
AAM
2035
AMI Asset Management
California
$442K +$3.73K +17 +0.7%
HPC
2036
Hobart Private Capital
North Carolina
$440K +$71.8K +327 +16%
TFA
2037
Teamwork Financial Advisors
Texas
$437K +$195K +889 +61%
CFD
2038
Creative Financial Designs
Indiana
$436K +$29.6K +135 +6%
ISWM
2039
Independent Solutions Wealth Management
New York
$436K +$121K +549 +31%
HB
2040
Horizon Bancorp
Indiana
$435K -$28.1K -128 -5%
MCM
2041
McMillion Capital Management
North Carolina
$434K +$231K +1,052 +83%
TVAMP
2042
Tennessee Valley Asset Management Partners
Tennessee
$430K +$15.4K +70 +3%
ICM
2043
Islay Capital Management
Texas
$429K +$412K +1,875 +441%
PFG
2044
PAX Financial Group
Texas
$428K +$139K +633 +46%
LA
2045
LVW Advisors
New York
$427K -$22K -100 -4%
WAAG
2046
Wealth Alliance Advisory Group
Kansas
$424K +$35.6K +162 +8%
IFG
2047
Investors Financial Group
Minnesota
$423K -$6.37K -29 -1%
SC
2048
SRB Corp
Massachusetts
$421K – – –
CC
2049
Callan Capital
California
$421K +$495K +2,253 New
CWM
2050
CCG Wealth Management
California
$419K -$1.54K -7 -0.3%
80 81
82
83 84