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Name Holding Trade Value Shares
Change 		Change in
Stake
TB
2026
Terril Brothers
Missouri
$482K -$250K -4,107 -35%
HC
2027
Hamilton Capital
Ohio
$482K +$164K +2,690 +53%
WFA
2028
Websterrogers Financial Advisors
South Carolina
$482K +$466K +7,664 New
IA
2029
Integrity Advisory
Kansas
$482K +$473K +7,778 New
KM
2030
Kalos Management
Georgia
$479K -$152K -2,492 -24%
ACA
2031
Affinity Capital Advisors
California
$479K -$44.9K -738 -9%
IFWM
2032
Institute for Wealth Management
Colorado
$478K -$3.16K -52 -0.7%
SFG
2033
Sovereign Financial Group
Connecticut
$478K +$5.29K +87 +1%
CCC
2034
Chelsea Counsel Company
California
$477K – – –
BG
2035
Benedetti & Gucer
Georgia
$477K +$122K +2,001 +35%
SMH
2036
Sanders Morris Harris
Texas
$476K – – –
AWA
2037
Amplius Wealth Advisors
Pennsylvania
$475K -$16.1K -265 -3%
FRM
2038
Fox Run Management
Connecticut
$475K +$466K +7,667 New
IMOV
2039
Investment Management of Virginia
Virginia
$474K +$1.22K +20 +0.3%
KFP
2040
KB Financial Partners
New Jersey
$472K +$14.7K +241 +3%
CG
2041
Corundum Group
Colorado
$472K +$23K +378 +5%
OWM
2042
OneAscent Wealth Management
Alabama
$471K -$39.8K -655 -8%
EFM
2043
E Fund Management
China
$470K -$60.2K -990 -12%
MAM
2044
Mystic Asset Management
Rhode Island
$468K +$3.35K +55 +0.7%
CG
2045
Clarus Group
Texas
$468K +$22.7K +373 +5%
CIM
2046
CIM Investment Management
Pennsylvania
$466K -$459K -7,547 -50%
PCP
2047
Proficio Capital Partners
Massachusetts
$465K -$224K -3,681 -33%
HAIM
2048
Hunter Associates Investment Management
Pennsylvania
$465K – – –
AFC
2049
AFT Forsyth & Company
Florida
$465K +$16.7K +275 +4%
FPAS
2050
Focus Partners Advisor Solutions
Missouri
$464K +$455K +7,481 New
80 81
82
83 84