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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2026
WBH Advisory
Maryland
$605K -$50.2K -310 -7%
KP
2027
Keel Point
Alabama
$604K +$127K +783 +21%
MWM
2028
Modera Wealth Management
New Jersey
$602K -$95.8K -591 -12%
MBT
2029
Montecito Bank & Trust
California
$601K -$54.5K -336 -7%
SDH
2030
Sloy Dahl & Holst
Washington
$600K -$131K -806 -15%
CWS
2031
Confluence Wealth Services
Pennsylvania
$596K -$114K -702 -14%
SIC
2032
Sterling Investment Counsel
New York
$596K -$20.9K -129 -3%
MCC
2033
Money Concepts Capital
Florida
$592K -$62.4K -385 -8%
PFBT
2034
Parkside Financial Bank & Trust
Missouri
$592K -$32.4K -200 -4%
CAGAS
2035
Capital Advisory Group Advisory Services
Minnesota
$591K +$59.3K +366 +9%
FLPIM
2036
F.L. Putnam Investment Management
Massachusetts
$587K -$160K -988 -19%
GCIA
2037
Gabelli & Co Investment Advisers
New York
$586K +$314K +1,940 +81%
PCM
2038
Poehling Capital Management
Wisconsin
$584K +$23K +142 +3%
SFP
2039
Sweet Financial Partners
Minnesota
$584K +$697K +4,302 New
MSFS
2040
Main Street Financial Solutions
Pennsylvania
$582K -$224K -1,383 -24%
CCM
2041
Crew Capital Management
Ohio
$578K -$7.29K -45 -1%
PCM
2042
Prelude Capital Management
New York
$576K -$2.7M -16,636 -80%
GI
2043
Glovista Investments
New Jersey
$576K -$167K -1,033 -20%
TCM
2044
Traynor Capital Management
Pennsylvania
$576K +$45.1K +278 +7%
CA
2045
Cresta Advisors
Texas
$575K +$687K +4,240 New
SNBOSCI
2046
Security National Bank of Sioux City Iowa
Iowa
$574K +$74.9K +462 +12%
WCM
2047
Wedge Capital Management
North Carolina
$573K +$18K +111 +3%
APW
2048
Aurora Private Wealth
New Jersey
$571K -$40.8K -252 -6%
T2I
2049
Turim 21 Investimentos
Brazil
$571K -$36.1K -223 -5%
DF
2050
Donoghue Forlines
Massachusetts
$570K -$772K -4,764 -53%
80 81
82
83 84