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Name Holding Trade Value Shares
Change
Change in
Stake
SPW
2026
Sonoma Private Wealth
California
$965K -$20.3K -188 -2%
UFF
2027
USA Financial Formulas
Michigan
$965K -$9.81K -91 -1%
RIS
2028
Retirement Income Solutions
Michigan
$962K -$166K -1,540 -14%
KFA
2029
Kapstone Financial Advisors
Ohio
$960K
TAM
2030
Townsend Asset Management
North Carolina
$958K -$18.4K -171 -2%
PWAM
2031
Pinnacle West Asset Management
Wyoming
$957K +$38.3K +355 +4%
BAAM
2032
Baker Avenue Asset Management
California
$950K -$27.6K -256 -3%
WDC
2033
Woodward Diversified Capital
California
$949K -$69.5K -645 -7%
SWK
2034
Stephen W. Kidder
$948K
SPA
2035
Sherbrooke Park Advisers
New York
$946K +$991K +9,193 New
TCA
2036
Trifecta Capital Advisors
Illinois
$946K -$50.2K -466 -5%
HAS
2037
HBW Advisory Services
California
$946K -$5.29M -49,093 -84%
MCM
2038
McRae Capital Management
New Jersey
$945K -$37.3K -346 -4%
VC
2039
Vicus Capital
Pennsylvania
$944K +$256K +2,374 +35%
UF
2040
Univest Financial
Pennsylvania
$943K -$74.2K -688 -7%
AWP
2041
Abacus Wealth Partners
California
$943K +$197K +1,826 +25%
OCM
2042
Orser Capital Management
Texas
$942K -$12.9K -120 -1%
MCM
2043
MV Capital Management
Maryland
$942K +$7.22K +67 +0.7%
BB
2044
Bell Bank
North Dakota
$941K +$188K +1,744 +24%
TA
2045
Townsend & Associates
Colorado
$939K -$2.54M -23,553 -72%
GEA
2046
Glen Eagle Advisors
New Jersey
$938K -$406K -3,763 -29%
FCAS
2047
First Command Advisory Services
Texas
$935K +$979K +9,079 +453,950%
DLHL
2048
Donald L. Hagan LLC
Florida
$930K -$132K -1,224 -12%
AF
2049
Arrow Financial
New York
$928K -$6.79K -63 -0.7%
AAM
2050
AMI Asset Management
California
$927K -$3.99K -37 -0.4%