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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2026
CCG Wealth Management
California
$1.09M +$42.9K +86 +4%
BCM
2027
Boreal Capital Management
Florida
$1.09M -$32.9K -66 -3%
IIM
2028
Invariant Investment Management
Pennsylvania
$1.08M +$189K +380 +23%
FG
2029
Foster Group
Iowa
$1.08M +$10.5K +21 +1%
HAI
2030
Hennessy Advisors Inc
California
$1.08M – – –
IF
2031
Intrua Financial
Texas
$1.08M +$551K +1,106 +112%
FCA
2032
Fortis Capital Advisors
Kansas
$1.07M +$25.4K +51 +3%
SC
2033
Solstein Capital
California
$1.07M -$23.4K -47 -2%
DBRC
2034
D.B. Root & Company
Pennsylvania
$1.07M -$46.9K -94 -4%
GHA
2035
Granite Harbor Advisors
Texas
$1.07M +$39.9K +80 +4%
DC
2036
Diametric Capital
Massachusetts
$1.07M +$1.04M +2,085 New
APA
2037
Astoria Portfolio Advisors
New York
$1.07M +$181K +362 +21%
FWM
2038
Forza Wealth Management
Florida
$1.07M – – –
NWM
2039
Northcape Wealth Management
New York
$1.07M -$997 -2 -0.1%
CWIG
2040
Chung Wu Investment Group
Texas
$1.07M -$9.97K -20 -1%
PWM
2041
Peterson Wealth Management
Nevada
$1.07M +$64.3K +129 +7%
NF
2042
Nvest Financial
New Hampshire
$1.07M +$118K +237 +13%
BHPW
2043
Beverly Hills Private Wealth
California
$1.06M -$923K -1,852 -47%
SFS
2044
Stiles Financial Services
Minnesota
$1.06M +$16K +32 +2%
TFA
2045
Transamerica Financial Advisors
Florida
$1.06M +$93.2K +187 +10%
SWM
2046
SHP Wealth Management
Massachusetts
$1.06M +$17.5K +35 +2%
WRPWM
2047
Werba Rubin Papier Wealth Management
California
$1.06M +$35.4K +71 +4%
ZF
2048
Zhang Financial
Michigan
$1.06M +$25.4K +51 +3%
AIA
2049
AssuredPartners Investment Advisors
Florida
$1.06M +$499 +1 +0%
DEM
2050
Disciplined Equity Management
Florida
$1.06M +$26.4K +53 +3%
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