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Name Holding Trade Value Shares
Change 		Change in
Stake
CFCI
2026
Comprehensive Financial Consultants Institutional
Indiana
$3.42M +$2.06K +4 +0.1%
VCM
2027
Virtue Capital Management
Tennessee
$3.42M -$330K -641 -10%
HCM
2028
Highview Capital Management
Illinois
$3.42M +$116K +226 +4%
GSB
2029
Greenfield Savings Bank
Massachusetts
$3.41M +$29.3K +57 +1%
PWAM
2030
Pinnacle West Asset Management
Wyoming
$3.41M -$95.2K -185 -3%
PCM
2031
Pinnbrook Capital Management
New York
$3.4M +$3.06M +5,944 New
FGA
2032
Fortis Group Advisors
New Jersey
$3.4M -$128K -249 -4%
OLVIG
2033
Oliver Lagore Vanvalin Investment Group
Michigan
$3.4M -$488K -949 -14%
CCG
2034
Chatham Capital Group
Georgia
$3.4M +$15.4K +30 +0.5%
CFG
2035
Cooper Financial Group
California
$3.4M +$511K +994 +20%
MAG
2036
MRA Advisory Group
New Jersey
$3.39M -$529K -1,029 -15%
LA
2037
Lindenwold Advisors
Pennsylvania
$3.39M +$8.75K +17 +0.3%
CE
2038
Cornerstone Enterprises
Wisconsin
$3.39M +$48.4K +94 +2%
PWG
2039
Portside Wealth Group
Utah
$3.39M +$438K +852 +17%
KWM
2040
Keebeck Wealth Management
Illinois
$3.38M -$10.8K -21 -0.4%
ACA
2041
Affinity Capital Advisors
California
$3.38M -$5.14K -10 -0.2%
KCM
2042
KRS Capital Management
Michigan
$3.37M -$5.14K -10 -0.2%
WEG
2043
World Equity Group
Illinois
$3.37M -$1.22M -2,373 -29%
SIAP
2044
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.36M +$68.9K +134 +2%
SI
2045
Saxon Interests
Texas
$3.36M +$145K +282 +5%
FOA
2046
Five Oceans Advisors
California
$3.36M -$154K -299 -5%
MCWS
2047
McKinley Carter Wealth Services
West Virginia
$3.35M +$149K +290 +5%
MC
2048
Metavasi Capital
New York
$3.35M -$1.11M -2,159 -27%
DC
2049
DeDora Capital
California
$3.34M +$299K +582 +11%
EAM
2050
Eschler Asset Management
United Kingdom
$3.32M +$232K +450 +8%
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