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Name Holding Trade Value Shares
Change 		Change in
Stake
LDFR
2026
Lehman & Derafelo Financial Resources
Pennsylvania
$231K -$10K -80 -4%
TFP
2027
Triune Financial Partners
Kansas
$230K +$216K +1,724 New
HWM
2028
Hemington Wealth Management
Virginia
$230K -$106K -846 -32%
DIA
2029
Dana Investment Advisors
Wisconsin
$230K -$5.02K -40 -2%
AC
2030
Apella Capital
Connecticut
$230K +$23.5K +187 +12%
XS
2031
XR Securities
Illinois
$230K +$216K +1,719 New
VWA
2032
V Wealth Advisors
Kansas
$229K +$7.02K +56 +3%
CCA
2033
Cottonwood Capital Advisors
Utah
$229K +$215K +1,712 New
E
2034
ETFidea
New York
$227K +$213K +1,700 New
CG
2035
Corundum Group
Colorado
$227K -$260K -2,075 -55%
SCA
2036
STALEY CAPITAL ADVISERS
Pennsylvania
$227K -$9.66K -77 -4%
AF
2037
Apexium Financial
Texas
$227K +$213K +1,696 New
TA
2038
TKG Advisors
Indiana
$227K +$213K +1,700 New
CFA
2039
Compass Financial Advisors
Indiana
$226K +$212K +1,690 New
SB
2040
Strategic Blueprint
Georgia
$226K +$212K +1,690 New
AAS
2041
Annex Advisory Services
Wisconsin
$225K -$3.12M -24,838 -94%
SFM
2042
Signet Financial Management
New Jersey
$225K -$117K -934 -36%
TWP
2043
Tempus Wealth Planning
California
$225K -$9.66K -77 -4%
CW
2044
Cook Wealth
North Carolina
$225K +$206K +1,642 New
FC
2045
Financial Consulate
Maryland
$224K -$9.03K -72 -4%
WCM
2046
Wedge Capital Management
North Carolina
$224K -$753 -6 -0.4%
RZH
2047
Relyea Zuckerberg Hanson
Connecticut
$224K +$17.1K +136 +9%
ACA
2048
Aptus Capital Advisors
Alabama
$223K -$9.66K -77 -4%
SLF
2049
Sun Life Financial
Ontario, Canada
$223K +$209K +1,669 New
AC
2050
Avestar Capital
New York
$222K -$48.7K -388 -19%
80 81
82
83 84