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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
2026
HMS Capital Management
Tennessee
$2.03M -$101K -304 -5%
LCM
2027
Leisure Capital Management
California
$2.03M +$152K +459 +8%
QWM
2028
QP Wealth Management
New Jersey
$2.03M -$198K -595 -9%
PWP
2029
Pursue Wealth Partners
California
$2.03M +$2M +6,029 New
TSWM
2030
Triangle Securities Wealth Management
North Carolina
$2.03M +$53.1K +160 +3%
BSB
2031
Bangor Savings Bank
Maine
$2.02M -$40.2K -121 -2%
OPWM
2032
Oxinas Partners Wealth Management
Indiana
$2.02M +$180K +542 +10%
PSF
2033
Pacific Sun Financial
California
$2.01M +$61.4K +185 +3%
EWA
2034
Evolution Wealth Advisors
Florida
$2.01M +$164K +495 +9%
CIC
2035
Crawford Investment Counsel
Georgia
$1.99M +$1.59M +4,781 +420%
LRWA
2036
Long Run Wealth Advisors
New York
$1.99M +$1.97M +5,947 New
EPA
2037
Element Pointe Advisors
Florida
$1.98M +$446K +1,343 +29%
IAP
2038
Indie Asset Partners
Indiana
$1.98M +$21.2K +64 +1%
CSPIA
2039
Cary Street Partners Investment Advisory
Virginia
$1.98M +$503K +1,516 +35%
BBA
2040
BLB&B Advisors
Pennsylvania
$1.98M -$232K -700 -11%
FG
2041
Foster Group
Iowa
$1.98M -$35.5K -107 -2%
BCM
2042
Blume Capital Management
California
$1.96M -$233K -701 -11%
GIM
2043
Grassi Investment Management
California
$1.96M – – –
PP
2044
Pegasus Partners
Wisconsin
$1.96M +$19.9K +60 +1%
TVAMP
2045
Tennessee Valley Asset Management Partners
Tennessee
$1.96M +$14.9K +45 +0.8%
DI
2046
DAGCO Inc
Ohio
$1.95M +$55.8K +168 +3%
ISL
2047
Ingalls & Snyder LLC
New York
$1.95M -$52.8K -159 -3%
CIM
2048
CIM Investment Management
Pennsylvania
$1.95M -$32.5K -98 -2%
RPCONE
2049
Retirement Planning Company of New England
Rhode Island
$1.94M +$1.92M +5,770 New
AIM
2050
Aspen Investment Management
Michigan
$1.94M -$370K -1,115 -16%
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