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Name Holding Trade Value Shares
Change 		Change in
Stake
ECA
2026
Elevated Capital Advisors
Utah
$780K +$41.4K +103 +6%
NQWM
2027
Northwest Quadrant Wealth Management
Oregon
$780K +$803 +2 +0.1%
CMI
2028
Clare Market Investments
Texas
$779K -$472K -1,174 -39%
EAM
2029
Empirical Asset Management
Massachusetts
$779K +$734K +1,826 New
HFM
2030
Hartford Funds Management
Pennsylvania
$776K +$44.2K +110 +6%
CLOS
2031
Compagnie Lombard Odier SCmA
Switzerland
$774K +$402K +1,000 +123%
MCC
2032
Money Concepts Capital
Florida
$773K +$117K +291 +19%
LCM
2033
Lazari Capital Management
California
$773K -$26.1K -65 -3%
AP
2034
Adero Partners
California
$773K -$90K -224 -11%
FNBOH
2035
First National Bank of Hutchinson
Kansas
$772K -$8.84K -22 -1%
OWM
2036
OneAscent Wealth Management
Alabama
$772K -$3.62K -9 -0.5%
TSS
2037
Two Sigma Securities
New York
$772K -$34.7M -86,483 -98%
FA
2038
Faithward Advisors
Pennsylvania
$771K +$92K +229 +16%
ALAM
2039
Asahi Life Asset Management
Japan
$769K -$279K -695 -28%
TA
2040
TFG Advisers
Michigan
$769K +$1.21K +3 +0.2%
EFI
2041
EHP Funds Inc
Canada
$768K -$603K -1,500 -45%
AGWCA
2042
Annis Gardner Whiting Capital Advisors
Florida
$765K +$210K +523 +41%
SHFA
2043
SS&H Financial Advisors
Michigan
$763K – – –
RWA
2044
Redhawk Wealth Advisors
Minnesota
$763K -$8.44K -21 -1%
LSA
2045
Lion Street Advisors
Texas
$763K +$14.1K +35 +2%
BM
2046
Brandywine Managers
Delaware
$761K – – –
IGWM
2047
ICA Group Wealth Management
Colorado
$760K +$50.6K +126 +8%
FWM
2048
Forza Wealth Management
Florida
$759K -$550K -1,370 -43%
AWM
2049
Absher Wealth Management
North Carolina
$758K +$13.7K +34 +2%
BIM
2050
Baldwin Investment Management
Pennsylvania
$756K +$78.3K +195 +12%
80 81
82
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