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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
2026
Stratos Investment Management
Ohio
$507K -$198K -3,352 -26%
CCB
2027
Cutter & Co Brokerage
Missouri
$506K -$460K -7,776 -45%
LC
2028
Landaas & Company
Wisconsin
$506K – – –
GFP
2029
Gryphon Financial Partners
Ohio
$504K +$12.9K +218 +2%
PCS
2030
Personal CFO Solutions
New Jersey
$502K +$260K +4,395 +90%
CCM
2031
Crossvault Capital Management
Texas
$501K – – –
IGGA
2032
Iron Gate Global Advisors
Utah
$501K +$70.6K +1,194 +15%
TFS
2033
TrustCore Financial Services
Tennessee
$500K -$57.1K -966 -9%
FP
2034
Financial Perspectives
Minnesota
$498K – – –
HPC
2035
Hobart Private Capital
North Carolina
$497K +$78.5K +1,327 +17%
STA
2036
Summit Trail Advisors
New York
$494K +$540K +9,134 New
BFC
2037
Blue Fin Capital
Rhode Island
$493K -$110K -1,854 -17%
DWM
2038
Dakota Wealth Management
Florida
$493K -$73.1K -1,236 -12%
DAM
2039
Diamant Asset Management
Connecticut
$491K -$606K -10,250 -53%
OI
2040
Oakbrook Investments
Illinois
$487K -$2.96M -50,000 -85%
OFG
2041
Oxford Financial Group
Indiana
$485K +$530K +8,962 New
BWM
2042
BigSur Wealth Management
Florida
$484K -$14.3K -241 -3%
TAM
2043
Townsend Asset Management
North Carolina
$484K -$13.7K -231 -3%
DA
2044
Detalus Advisors
Missouri
$484K -$6.57K -111 -1%
DE
2045
Day & Ennis
Georgia
$484K +$529K +8,948 New
CCM
2046
Canal Capital Management
Virginia
$483K +$259K +4,377 +96%
SAG
2047
Spotlight Asset Group
Illinois
$481K +$7.33K +124 +1%
JLBC
2048
J.L. Bainbridge & Co
Florida
$480K -$23.7K -401 -4%
VCM
2049
Vivaldi Capital Management
Illinois
$479K +$34K +574 +7%
CF
2050
Corrigan Financial
Rhode Island
$475K – – –
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