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Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
2026
Chase Investment Counsel
Virginia
$5.25M -$5.82M -8,714 -52%
EPG
2027
Estate Planners Group
Pennsylvania
$5.24M +$5.3M +7,943 New
VA
2028
Valmark Advisers
Ohio
$5.24M -$75.5K -113 -1%
EM
2029
Excalibur Management
Massachusetts
$5.24M +$15.4K +23 +0.3%
SWM
2030
Sculati Wealth Management
Michigan
$5.23M – – –
CIG
2031
Consolidated Investment Group
Colorado
$5.21M +$2M +3,000 +61%
ISWM
2032
Intesa Sanpaolo Wealth Management
$5.21M +$5.27M +7,895 New
EGA
2033
E&G Advisors
Texas
$5.21M +$88.1K +132 +2%
PT
2034
Plimoth Trust
Massachusetts
$5.21M +$725K +1,085 +16%
WAG
2035
Winthrop Advisory Group
Massachusetts
$5.2M +$54.8K +82 +1%
NL
2036
Navalign LLC
California
$5.2M +$10.7K +16 +0.2%
MFA
2037
Mayflower Financial Advisors
Massachusetts
$5.19M +$404K +605 +8%
MCM
2038
M1 Capital Management
Michigan
$5.19M +$137K +205 +3%
WWM
2039
WT Wealth Management
Arizona
$5.19M +$396K +593 +8%
TC
2040
Trilogy Capital
California
$5.18M +$926K +1,387 +21%
DIM
2041
DLK Investment Management
California
$5.17M -$3.34K -5 -0.1%
NHC
2042
Nicholas Hoffman & Company
Georgia
$5.16M +$385K +576 +8%
SIG
2043
Sargent Investment Group
Maryland
$5.15M +$506K +758 +11%
SWA
2044
Strategies Wealth Advisors
Michigan
$5.13M +$275K +412 +6%
BC
2045
Barrett & Company
Rhode Island
$5.12M +$882K +1,321 +21%
SWM
2046
Shepherd Wealth Management
Ohio
$5.11M +$5.5M +8,235 New
SA
2047
Strategic Advocates
Utah
$5.11M +$357K +535 +8%
RIA
2048
Rhodes Investment Advisors
Texas
$5.1M +$5.16M +7,731 New
CP
2049
Cornerstone Planning
North Carolina
$5.1M +$5.14M +7,699 New
SIA
2050
SGL Investment Advisors
Montana
$5.1M +$421K +630 +9%
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