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Name Holding Trade Value Shares
Change 		Change in
Stake
CM
1926
Cercano Management
Washington
$1.29M – – –
CCP
1927
Cane Capital Partners
Louisiana
$1.28M +$818K +1,554 +153%
HFS
1928
Howard Financial Services
Texas
$1.28M -$37.9K -72 -3%
SP
1929
SmartHarvest Portfolios
Washington
$1.28M -$579K -1,100 -30%
APP
1930
Avantax Planning Partners
Iowa
$1.28M +$35.3K +67 +3%
MGAM
1931
McGowan Group Asset Management
Texas
$1.28M – – –
BWM
1932
Buckley Wealth Management
Nevada
$1.28M +$29K +55 +2%
FCG
1933
Fielder Capital Group
Tennessee
$1.28M -$95.3K -181 -7%
WC
1934
Waterloo Capital
Texas
$1.27M -$49K -93 -4%
DWM
1935
Drive Wealth Management
Utah
$1.27M -$140K -265 -9%
CIM
1936
CIM Investment Management
Pennsylvania
$1.27M -$5.79K -11 -0.4%
TFM
1937
TFC Financial Management
Massachusetts
$1.27M -$36.3K -69 -3%
RIL
1938
Rothschild Investment LLC
Illinois
$1.27M -$235K -447 -15%
OC
1939
Oakworth Capital
Alabama
$1.27M -$12.6K -24 -0.9%
OFS
1940
Orrstown Financial Services
Pennsylvania
$1.27M -$65.8K -125 -5%
BWP
1941
BSW Wealth Partners
Colorado
$1.27M -$48.5K -92 -4%
MFWP
1942
Mosaic Family Wealth Partners
Missouri
$1.26M +$371K +705 +39%
BCM
1943
Bannerstone Capital Management
Minnesota
$1.26M +$15.8K +30 +1%
VAM
1944
Virtue Asset Management
Illinois
$1.26M +$15.3K +29 +1%
EAM
1945
Evanson Asset Management
California
$1.26M – – –
SP
1946
Stablepoint Partners
Massachusetts
$1.25M -$26.3K -50 -2%
MA
1947
MCF Advisors
Kentucky
$1.25M +$471K +894 +56%
4WM
1948
4J Wealth Management
Virginia
$1.24M -$114K -217 -8%
LIM
1949
Letson Investment Management
Georgia
$1.24M – – –
AWP
1950
Abacus Wealth Partners
California
$1.24M -$75.3K -143 -5%
76 77
78
79 80