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Name Holding Trade Value Shares
Change 		Change in
Stake
A
2026
Argentarii
Ohio
$1.21M +$543K +997 +82%
LAM
2027
Lifestyle Asset Management
Texas
$1.21M -$120K -220 -9%
CPA
2028
Capital Planning Advisors
California
$1.21M -$5.99K -11 -0.5%
MA
2029
MJP Associates
Connecticut
$1.21M +$83.3K +153 +7%
SAM
2030
SP Asset Management
California
$1.21M +$4.36K +8 +0.4%
BCM
2031
Boltwood Capital Management
California
$1.21M +$81.1K +149 +7%
LCWP
2032
Legacy Capital Wealth Partners
Arkansas
$1.2M -$7.62K -14 -0.6%
SFP
2033
Sandbox Financial Partners
Maryland
$1.2M +$544 +1 +0%
WW
2034
Waterfront Wealth
Kansas
$1.2M +$4.36K +8 +0.4%
FA
2035
Faithward Advisors
Pennsylvania
$1.19M -$60.4K -111 -5%
CAG
2036
Cypress Advisory Group
Arizona
$1.19M – – –
JF
2037
Jericho Financial
Ohio
$1.19M -$34.3K -63 -3%
HWM
2038
Hemington Wealth Management
Virginia
$1.19M +$61.5K +113 +6%
GF
2039
Gries Financial
Ohio
$1.18M -$188K -345 -14%
FWTB
2040
First Western Trust Bank
Colorado
$1.18M -$14.7K -27 -1%
PWAM
2041
Private Wealth Asset Management
Iowa
$1.18M +$1.17M +2,158 New
AB
2042
Atlas Brown
Kentucky
$1.18M – – –
EP
2043
Edgestream Partners
New Jersey
$1.18M -$420K -771 -26%
MFG
2044
MidWestOne Financial Group
Iowa
$1.18M -$10.3K -19 -0.9%
LC
2045
LCNB Corp
Ohio
$1.17M -$41.4K -76 -3%
CWM
2046
Connecticut Wealth Management
Connecticut
$1.17M -$157K -288 -12%
KC
2047
Knuff & Co
California
$1.17M +$16.3K +30 +1%
UWP
2048
Uniting Wealth Partners
Kansas
$1.17M – – –
MI
2049
Motiv8 Investments
Florida
$1.17M -$24.5K -45 -2%
CCP
2050
Cassia Capital Partners
North Carolina
$1.17M +$59.3K +109 +5%
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