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Name Holding Trade Value Shares
Change 		Change in
Stake
NLGIA
2026
Nippon Life Global Investors Americas
New York
$869K +$278K +610 +45%
GC
2027
GFG Capital
Florida
$868K -$7.74K -17 -0.9%
BWP
2028
BSW Wealth Partners
Colorado
$868K +$37.4K +82 +4%
TF
2029
Trek Financial
Arizona
$865K +$11.4K +25 +1%
SAMT
2030
Select Asset Management & Trust
Pennsylvania
$864K – – –
SOS
2031
Silver Oak Securities
Tennessee
$863K -$40.1K -88 -4%
DFG
2032
Demars Financial Group
Washington
$863K -$18.7K -41 -2%
IAS
2033
IMA Advisory Services
Colorado
$863K +$233K +511 +35%
KA
2034
Kovack Advisors
Florida
$861K +$64.2K +141 +8%
TCB
2035
Texas Capital Bancshares
Texas
$861K -$911 -2 -0.1%
MIM
2036
Morningstar Investment Management
Illinois
$861K – – –
HI
2037
Harper Investing
California
$861K +$524K +1,151 +144%
AP
2038
Adero Partners
California
$859K -$77K -169 -8%
MAM
2039
MWA Asset Management
Massachusetts
$856K +$4.55K +10 +0.5%
CCS
2040
Concentric Capital Strategies
Connecticut
$856K -$9.44M -20,716 -91%
WW
2041
Waterfront Wealth
Kansas
$855K -$23.2K -51 -3%
FTIS
2042
First Trust Investment Solutions
Florida
$853K +$118K +260 +16%
BIA
2043
Bigelow Investment Advisors
Maine
$851K -$17.3K -38 -2%
AWM
2044
Aviso Wealth Management
Washington
$849K +$11.8K +26 +1%
EL
2045
Essex LLC
Illinois
$849K -$23.2K -51 -3%
NGA
2046
Naples Global Advisors
Florida
$846K -$20K -44 -2%
GWANC
2047
Guardian Wealth Advisors (North Carolina)
North Carolina
$846K -$2.28K -5 -0.3%
FOA
2048
Five Oceans Advisors
California
$845K -$91.1K -200 -9%
MCCP
2049
Mission Creek Capital Partners
California
$845K +$137K +301 +19%
AC
2050
ASB Consultores
Florida
$843K -$318K -698 -27%
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