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Name Holding Trade Value Shares
Change 		Change in
Stake
FP
2026
Financial Perspectives
Minnesota
$477K +$520 +10 +0.1%
CPC
2027
Congress Park Capital
New York
$476K +$52K +1,000 +12%
MS
2028
Mizuho Securities
Japan
$476K +$416K +8,000 +667%
AC
2029
Apella Capital
Connecticut
$474K -$244K -4,687 -34%
IGGA
2030
Iron Gate Global Advisors
Utah
$473K – – –
MA
2031
MCF Advisors
Kentucky
$473K +$13.2K +254 +3%
FFA
2032
Fragasso Financial Advisors
Pennsylvania
$472K +$1.51K +29 +0.3%
TFS
2033
TrustCore Financial Services
Tennessee
$471K +$2.29K +44 +0.5%
FGA
2034
Fortis Group Advisors
New Jersey
$471K +$474K +9,114 New
DAM
2035
Diamant Asset Management
Connecticut
$470K – – –
BCA
2036
Berman Capital Advisors
Georgia
$470K +$19K +366 +4%
AAS
2037
Annex Advisory Services
Wisconsin
$469K -$40.2K -773 -8%
TPW
2038
TL Private Wealth
Texas
$468K -$280K -5,392 -38%
WCM
2039
Wedge Capital Management
North Carolina
$465K -$47.1M -905,450 -99%
SSWM
2040
Sheets Smith Wealth Management
North Carolina
$465K +$68.3K +1,314 +17%
SEEDPG
2041
S.E.E.D. Planning Group
New York
$464K +$188K +3,613 +68%
WCM
2042
Weld Capital Management
New York
$459K +$270K +5,189 +141%
RI
2043
Ridgewood Investments
New Jersey
$459K +$461K +8,859 New
MFW
2044
Meristem Family Wealth
Minnesota
$457K +$6.91K +133 +2%
MFG
2045
Merit Financial Group
Georgia
$456K +$94.3K +1,813 +26%
JLBC
2046
J.L. Bainbridge & Co
Florida
$454K -$5.46K -105 -1%
PCM
2047
Perkins Capital Management
Minnesota
$453K +$455K +8,750 New
CCM
2048
Carlson Capital Management
Minnesota
$452K -$12.7K -245 -3%
HGWM
2049
Horst & Graben Wealth Management
Oregon
$452K +$520 +10 +0.1%
SS
2050
Sunbelt Securities
Texas
$452K +$75.6K +1,454 +20%
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