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Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
2026
Bay Colony Advisors
Massachusetts
$1.1M -$150K -284 -11%
DFG
2027
Demars Financial Group
Washington
$1.1M -$6.32K -12 -0.5%
CAI
2028
Capital Advisors Inc
Oklahoma
$1.1M +$382K +726 +49%
CFO
2029
Cambient Family Office
Michigan
$1.09M +$154K +293 +15%
BCM
2030
Boreal Capital Management
Florida
$1.09M -$291K -552 -20%
CIC
2031
Crawford Investment Counsel
Georgia
$1.09M -$81.1K -154 -7%
DBRC
2032
D.B. Root & Company
Pennsylvania
$1.09M +$57.9K +110 +5%
EW
2033
Elyxium Wealth
California
$1.09M +$19.5K +37 +2%
TFIPS
2034
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.09M -$38.4K -73 -3%
CWM
2035
Connecticut Wealth Management
Connecticut
$1.09M +$9.48K +18 +0.8%
FWA
2036
FSM Wealth Advisors
Ohio
$1.07M -$16.3K -31 -1%
GCP
2037
Guardian Capital (Pennsylvania)
Pennsylvania
$1.07M -$542K -1,030 -32%
FWTB
2038
First Western Trust Bank
Colorado
$1.07M -$527 -1 -0%
PWM
2039
Prentice Wealth Management
New York
$1.07M -$212K -402 -16%
SC
2040
Solstein Capital
California
$1.07M +$20K +38 +2%
1C
2041
111 Capital
France
$1.07M -$642K -1,219 -36%
CFIA
2042
Cantor Fitzgerald Investment Advisors
New York
$1.06M – – –
MWAM
2043
Manhattan West Asset Management
California
$1.06M +$22.1K +42 +2%
FMN
2044
Financial Management Network
California
$1.06M -$3.69K -7 -0.3%
CP
2045
Castleview Partners
Texas
$1.06M -$131K -248 -10%
SGAM
2046
Smith Group Asset Management
Texas
$1.06M +$330K +627 +42%
MCA
2047
McGuire Capital Advisors
Oklahoma
$1.05M -$371K -704 -25%
IRP
2048
Investment Research Partners
Pennsylvania
$1.05M +$157K +299 +17%
SRS
2049
Strong Retirement Solutions
Washington
$1.05M -$105K -199 -9%
HAI
2050
Hennessy Advisors Inc
California
$1.05M -$211K -400 -16%
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