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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
2026
StrategIQ Financial Group
Indiana
$854K -$20.9K -76 -2%
CA
2027
Capital Advantage
California
$854K +$194K +707 +28%
SPI
2028
Santori & Peters Inc
Pennsylvania
$853K +$10.4K +38 +1%
C
2029
Certuity
Florida
$851K +$342K +1,243 +63%
NCM
2030
Noesis Capital Mangement
Florida
$848K -$1.92K -7 -0.2%
LFASL
2031
Lugano Financial Advisors SA (LFA)
Switzerland
$848K -$825 -3 -0.1%
AIS
2032
American Investment Services
Massachusetts
$844K – – –
SIMM
2033
Stillwater Investment Management (Minnesota)
Minnesota
$844K +$390K +1,417 +80%
JMFC
2034
J.M. Forbes & Co
Massachusetts
$843K -$206K -750 -19%
SCA
2035
STALEY CAPITAL ADVISERS
Pennsylvania
$843K – – –
GWS
2036
Glassman Wealth Services
Virginia
$842K +$37.9K +138 +5%
MFT
2037
Moisand Fitzgerald Tamayo
Florida
$841K +$1.92K +7 +0.2%
CFA
2038
CWS Financial Advisors
Michigan
$838K -$7.7K -28 -0.9%
PTB
2039
Pioneer Trust Bank
Oregon
$837K -$12.1K -44 -1%
PRWA
2040
Platte River Wealth Advisors
Colorado
$837K – – –
LC
2041
LCNB Corp
Ohio
$837K +$34.9K +127 +4%
TFM
2042
TFC Financial Management
Massachusetts
$835K – – –
WC
2043
Westhampton Capital
North Carolina
$829K +$24.7K +90 +3%
AWG
2044
Altus Wealth Group
Colorado
$829K +$858K +3,121 New
GBBWRPM
2045
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$827K -$14.6K -53 -2%
JHP
2046
James Hambro & Partners
United Kingdom
$826K +$595K +2,165 +229%
TCB
2047
Texas Capital Bancshares
Texas
$823K +$267K +971 +46%
DIA
2048
Davidson Investment Advisors
Montana
$822K -$33.3K -121 -4%
RCA
2049
Ranch Capital Advisors
Florida
$822K +$42.1K +153 +5%
TSW
2050
Thompson Siegel & Walmsley
Virginia
$819K – – –
80 81
82
83 84