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Name Holding Trade Value Shares
Change 		Change in
Stake
SI
2026
Saxon Interests
Texas
$848K -$11.2K -58 -1%
PIA
2027
Pinion Investment Advisors
Kansas
$848K +$48.4K +251 +5%
FCAG
2028
First Capital Advisors Group
New Jersey
$848K +$1.01M +5,261 New
BCM
2029
Bayesian Capital Management
New York
$845K +$65.4K +339 +7%
CC
2030
Commons Capital
Massachusetts
$844K -$347K -1,799 -26%
SMH
2031
Sanders Morris Harris
Texas
$844K – – –
SDH
2032
Sloy Dahl & Holst
Washington
$843K +$19.9K +103 +2%
DMBA
2033
Deseret Mutual Benefit Administrators
Utah
$842K +$206K +1,068 +26%
CFA
2034
Compass Financial Advisors
Indiana
$840K +$12.5K +65 +1%
BIC
2035
Beach Investment Counsel
Pennsylvania
$837K – – –
WKSWA
2036
White Knight Strategic Wealth Advisors
New Jersey
$832K +$21.2K +110 +2%
BBA
2037
BLB&B Advisors
Pennsylvania
$831K -$54K -280 -5%
WAM
2038
Weinberger Asset Management
California
$828K +$991K +5,135 New
CPC
2039
Consolidated Planning Corp
Georgia
$828K +$363K +1,882 +58%
SNBOSD
2040
Security National Bank of So Dak
Iowa
$828K +$990K +5,134 New
ECM
2041
EMC Capital Management
Texas
$827K -$116K -600 -11%
BSSFA
2042
Baron Silver Stevens Financial Advisors
Florida
$825K +$185K +957 +23%
SJIM
2043
St. Johns Investment Management
Florida
$819K -$15K -78 -2%
WAG
2044
Winthrop Advisory Group
Massachusetts
$817K +$32.4K +168 +3%
CAI
2045
Capital Advisors Inc
Oklahoma
$817K +$112K +578 +13%
SVWAG
2046
Sound View Wealth Advisors Group
Georgia
$816K -$29.5K -153 -3%
PCA
2047
Peddock Capital Advisors
Massachusetts
$815K -$67.9K -352 -7%
MHWM
2048
Montz Harcus Wealth Management
Louisiana
$815K -$60.4K -313 -6%
GC
2049
Garde Capital
Washington
$813K -$103K -532 -10%
LCM
2050
Landscape Capital Management
New Jersey
$813K – – –
80 81
82
83 84