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Name Holding Trade Value Shares
Change 		Change in
Stake
EGA
2026
E&G Advisors
Texas
$5.7M +$238K +320 +4%
VCM
2027
Versant Capital Management
Arizona
$5.68M +$406K +546 +8%
SI
2028
Saxon Interests
Texas
$5.66M +$1.06M +1,428 +23%
CA
2029
Cumberland Advisors
Florida
$5.65M – – –
BWM
2030
Bulltick Wealth Management
Florida
$5.65M +$175K +235 +3%
GEM
2031
Global Endowment Management
North Carolina
$5.65M -$237K -318 -4%
MCM
2032
M1 Capital Management
Michigan
$5.62M +$191K +257 +3%
CCFM
2033
Clear Creek Financial Management
Washington
$5.6M +$917K +1,232 +19%
FFG
2034
Fortem Financial Group
California
$5.6M +$5.95K +8 +0.1%
NAG
2035
Northstar Advisory Group
New Jersey
$5.6M +$854K +1,148 +18%
NL
2036
NKCFO LLC
Illinois
$5.59M -$283K -380 -5%
CWA
2037
Crux Wealth Advisors
California
$5.59M +$212K +285 +4%
BL
2038
BCWM LLC
Kansas
$5.58M -$285K -383 -5%
MW
2039
MBL Wealth
North Carolina
$5.58M -$135K -181 -2%
COI
2040
Connable Office Inc
Michigan
$5.56M +$14.9K +20 +0.3%
HG
2041
Herbst Group
Connecticut
$5.54M -$619K -832 -10%
VWM
2042
VCI Wealth Management
Missouri
$5.54M +$490K +658 +10%
AW
2043
Alaethes Wealth
Nevada
$5.53M -$454K -610 -7%
ACL
2044
Applied Capital LLC
Florida
$5.52M +$29K +39 +0.5%
PIM
2045
Platinum Investment Management
Australia
$5.51M -$5.78M -7,772 -51%
MAM
2046
MWA Asset Management
Massachusetts
$5.49M -$101K -136 -2%
ST
2047
Sageworth Trust
Pennsylvania
$5.47M +$5.55M +7,454 New
SICM
2048
Sustainable Insight Capital Management
New York
$5.45M +$531K +714 +11%
NWM
2049
NRI Wealth Management
California
$5.45M +$2.42M +3,250 +78%
CFP
2050
Cascade Financial Partners
California
$5.44M -$29.8K -40 -0.5%
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