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Name Holding Trade Value Shares
Change 		Change in
Stake
LGA
2026
Lebenthal Global Advisors
New York
$1.27M +$277K +500 +28%
IW
2027
IronOak Wealth
Texas
$1.27M +$1.25M +2,257 New
TCM
2028
Teza Capital Management
Illinois
$1.27M +$291K +526 +30%
AWE
2029
Avidian Wealth Enterprises
Texas
$1.27M +$131K +236 +12%
NGA
2030
Naples Global Advisors
Florida
$1.27M +$147K +265 +13%
AGWCA
2031
Annis Gardner Whiting Capital Advisors
Florida
$1.26M +$75.8K +137 +6%
PDL
2032
Portfolio Design Labs
California
$1.26M -$2.86M -5,176 -70%
AA
2033
Advisory Alpha
Michigan
$1.26M +$170K +308 +16%
JCM
2034
Jacobsen Capital Management
Utah
$1.26M +$121K +218 +11%
CCM
2035
Crew Capital Management
Ohio
$1.26M +$831K +1,503 +205%
WC
2036
Waterloo Capital
Texas
$1.26M +$135K +244 +12%
CWIG
2037
Chung Wu Investment Group
Texas
$1.25M – – –
SWM
2038
Scissortail Wealth Management
Oklahoma
$1.25M – – –
SAM
2039
SP Asset Management
California
$1.25M +$6.64K +12 +0.5%
OL
2040
OneFund LLC
Florida
$1.24M -$13.3K -24 -1%
CPA
2041
Capital Planning Advisors
California
$1.24M -$553 -1 -0%
RIP
2042
Reliant Investment Partners
North Carolina
$1.24M -$7.19K -13 -0.6%
MFS
2043
Monetta Financial Services
Illinois
$1.24M -$719K -1,300 -37%
CWA
2044
Carolina Wealth Advisors
South Carolina
$1.24M +$293K +530 +32%
CFIA
2045
Cantor Fitzgerald Investment Advisors
New York
$1.23M -$71.9K -130 -6%
SFP
2046
Sandbox Financial Partners
Maryland
$1.23M -$1.11K -2 -0.1%
FMN
2047
Financial Management Network
California
$1.23M +$9.4K +17 +0.8%
SCM
2048
Sunbeam Capital Management
Georgia
$1.23M +$33.7K +61 +3%
MWAM
2049
Manhattan West Asset Management
California
$1.22M +$37.1K +67 +3%
FA
2050
Faithward Advisors
Pennsylvania
$1.22M -$4.42K -8 -0.4%
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