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Name Holding Trade Value Shares
Change 		Change in
Stake
BB
2026
Bell Bank
North Dakota
$975K +$124K +391 +15%
PRWA
2027
Platte River Wealth Advisors
Colorado
$971K +$60.8K +191 +7%
AG
2028
AlphaSimPlex Group
Massachusetts
$970K -$102K -322 -10%
AWM
2029
Accurate Wealth Management
Florida
$970K +$968K +3,043 New
CFS
2030
Cannon Financial Strategists
Georgia
$969K -$5.09K -16 -0.5%
NFG
2031
Nadler Financial Group
Illinois
$968K +$4.13K +13 +0.4%
UFF
2032
USA Financial Formulas
Michigan
$968K +$964K +3,030 +50,500%
LC
2033
LCNB Corp
Ohio
$966K -$14.3K -45 -1%
GG
2034
Golden Green
South Carolina
$964K -$2.86K -9 -0.3%
CGA
2035
Crescent Grove Advisors
Illinois
$964K +$310K +976 +48%
BA
2036
Bridgewater Advisors
New York
$959K +$19.4K +61 +2%
LC
2037
Lindbrook Capital
California
$958K +$8.27K +26 +0.9%
GIM
2038
Groesbeck Investment Management
New Jersey
$955K +$146K +460 +18%
CCFM
2039
Clear Creek Financial Management
Washington
$955K +$953K +2,996 New
CPIG
2040
Chicago Partners Investment Group
Illinois
$951K +$66.8K +210 +8%
FUBT
2041
First United Bank & Trust
Maryland
$948K -$7.63K -24 -0.8%
WW
2042
Westshore Wealth
California
$945K +$13K +41 +1%
GC
2043
Gilbert & Cook
Iowa
$944K -$42K -132 -4%
OL
2044
Optas LLC
Texas
$943K -$3.18K -10 -0.3%
CAG
2045
Curtis Advisory Group
California
$942K -$82.7K -260 -8%
DBG
2046
De Burlo Group
Massachusetts
$939K – – –
VFA
2047
Voya Financial Advisors
Connecticut
$936K -$16.6M -52,175 -95%
PPP
2048
Private Portfolio Partners
New Jersey
$932K +$20.7K +65 +2%
TCPWM
2049
Traverso Chambers Private Wealth Management
California
$930K – – –
LFG
2050
Larson Financial Group
Missouri
$929K +$5.72K +18 +0.6%
80 81
82
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