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Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
2026
Pin Oak Investment Advisors
Texas
$159K – – –
FFA
2027
Freedman Financial Associates
Massachusetts
$154K +$17.9K +134 +13%
PP
2028
Pacifica Partners
Canada
$152K -$42K -314 -21%
PK
2029
Pflug Koory
Nebraska
$149K – – –
CWP
2030
Concord Wealth Partners
Virginia
$148K -$196K -1,464 -57%
IFAM
2031
Institutional & Family Asset Management
Colorado
$148K -$6.15K -46 -4%
FGAM
2032
Financial Gravity Asset Management
Texas
$139K – – –
HFA
2033
HC Financial Advisors
California
$139K – – –
VC
2034
Vestor Capital
Illinois
$139K – – –
RDFA
2035
Ritter Daniher Financial Advisory
Ohio
$136K – – –
SN
2036
Sittner & Nelson
Oregon
$135K – – –
SFA
2037
Semmax Financial Advisors
North Carolina
$134K -$4.14K -31 -3%
OAJ
2038
Ogorek Anthony Joseph
New York
$134K – – –
WIA
2039
Wealthstreet Investment Advisors
Texas
$133K -$323K -2,416 -71%
LTI
2040
Laffer Tengler Investments
Tennessee
$132K +$133K +997 New
JEST
2041
JTC Employer Solutions Trustee
Jersey
$131K +$5.88K +44 +5%
NICM
2042
Neo Ivy Capital Management
New York
$131K +$140K +1,046 +1,175%
CG
2043
Cutler Group
California
$126K -$3.02M -22,612 -96%
KLWA
2044
Kelly Lawrence W & Associates
California
$125K – – –
PA
2045
PSI Advisors
Florida
$125K +$126K +939 New
APC
2046
Aspire Private Capital
North Carolina
$124K -$8.69K -65 -7%
GAM
2047
Gemmer Asset Management
California
$124K +$1.87K +14 +2%
KA
2048
Kozak & Associates
Colorado
$123K +$144K +1,079 New
PP
2049
PrairieView Partners
Minnesota
$118K +$1.07K +8 +0.9%
BCM
2050
Blume Capital Management
California
$117K – – –
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