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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
2026
Copperleaf Capital
North Carolina
$1.28M -$635K -2,108 -33%
BWP
2027
BSW Wealth Partners
Colorado
$1.28M +$98.8K +328 +8%
VBWMG
2028
Von Berge Wealth Management Group
California
$1.28M – – –
RZH
2029
Relyea Zuckerberg Hanson
Connecticut
$1.28M +$130K +432 +11%
SA
2030
Strategic Advocates
Utah
$1.28M +$1.28M +4,258 New
OWA
2031
Octavia Wealth Advisors
Ohio
$1.28M +$23.8K +79 +2%
UBG
2032
United Bank (Georgia)
Georgia
$1.27M +$4.82K +16 +0.4%
NAG
2033
Northstar Advisory Group
New Jersey
$1.27M +$581K +1,927 +83%
HWAM
2034
Hennion & Walsh Asset Management
New Jersey
$1.27M +$976K +3,239 +328%
FWS
2035
FinDec Wealth Services
California
$1.27M +$170K +564 +15%
TFP
2036
Tilia Fiduciary Partners
North Carolina
$1.26M -$163K -540 -11%
NFG
2037
Nadler Financial Group
Illinois
$1.26M -$7.23K -24 -0.6%
GSEP
2038
Golden State Equity Partners
California
$1.26M -$1.11M -3,689 -47%
RVPG
2039
Relative Value Partners Group
$1.26M +$446K +1,480 +54%
SIA
2040
Schear Investment Advisers
Ohio
$1.26M -$42.2K -140 -3%
HS
2041
HighVista Strategies
Massachusetts
$1.26M -$512K -1,700 -29%
FAG
2042
Fortitude Advisory Group
Washington
$1.26M +$35.9K +119 +3%
PFSC
2043
Peoples Financial Services Corp
Pennsylvania
$1.26M +$12.7K +42 +1%
CCM
2044
Carlson Capital Management
Minnesota
$1.26M +$25.3K +84 +2%
AI
2045
Accredited Investors
Minnesota
$1.26M +$66.9K +222 +6%
RWPA
2046
Richard W. Paul & Associates
Michigan
$1.26M -$307K -1,019 -20%
PPWM
2047
Paragon Private Wealth Management
Kentucky
$1.26M +$3.01K +10 +0.2%
BWM
2048
Bulltick Wealth Management
Florida
$1.25M +$579K +1,921 +85%
PG
2049
Proffitt & Goodson
Tennessee
$1.25M -$16.3K -54 -1%
BOS
2050
Bank of Stockton
California
$1.25M +$185K +613 +16%
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