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Name Holding Trade Value Shares
Change 		Change in
Stake
WF
2026
WoodTrust Financial
Wisconsin
$832K +$5.16K +51 +0.9%
BWM
2027
BCS Wealth Management
Tennessee
$832K -$49.6K -490 -8%
AI
2028
Accredited Investors
Minnesota
$832K -$24.3K -240 -4%
JC
2029
JB Capital
Connecticut
$831K +$71K +702 +13%
LEA
2030
Legacy Edge Advisors
New York
$830K -$99.3K -982 -14%
WIM
2031
Westside Investment Management
California
$830K -$68.9K -681 -10%
CWA
2032
Centerline Wealth Advisors
Kentucky
$830K – – –
CWP
2033
Curated Wealth Partners
California
$830K +$601K +5,943 New
CVA
2034
Central Valley Advisors
California
$829K -$26.2K -259 -4%
HIG
2035
Heritage Investment Group
Florida
$828K – – –
GD
2036
Grandfield & Dodd
New York
$825K – – –
IIC
2037
Integrated Investment Consultants
Michigan
$824K -$39.1K -387 -6%
SI
2038
Sava Infond
Slovenia
$824K +$597K +5,900 New
SWM
2039
Silverlake Wealth Management
Vermont
$823K -$128K -1,261 -18%
PT
2040
Plimoth Trust
Massachusetts
$823K -$15.2K -150 -2%
HFM
2041
Hartford Financial Management
Connecticut
$822K -$67.2K -665 -10%
CA
2042
Clune & Associates
Illinois
$820K – – –
MSWM
2043
McGlone Suttner Wealth Management
Wisconsin
$820K +$86.5K +855 +17%
GKWIM
2044
Gerber Kawasaki Wealth & Investment Management
California
$820K +$594K +5,870 New
NRG
2045
Nemes Rush Group
Michigan
$819K +$12.1K +120 +2%
CA
2046
Calton & Associates
Florida
$817K -$373K -3,687 -39%
EIP
2047
Ellis Investment Partners
Pennsylvania
$816K +$83.1K +822 +16%
MFC
2048
Mechanics Financial Corp
Ohio
$813K – – –
BBA
2049
BLB&B Advisors
Pennsylvania
$811K -$12.9K -128 -2%
MWA
2050
Medallion Wealth Advisors
Connecticut
$810K -$54.8K -542 -9%
80 81
82
83 84