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Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
2026
IHT Wealth Management
Illinois
$780K +$54.4K +849 +8%
MC
2027
Mathes Company
New York
$769K +$25.6K +400 +4%
SIC
2028
Shoker Investment Counsel
Ohio
$767K -$97.2K -1,517 -12%
LD
2029
Lipe & Dalton
New York
$766K – – –
GC
2030
Gilbert & Cook
Iowa
$764K +$38.7K +604 +5%
DCM
2031
Dynamic Capital Management
Jersey
$762K -$1.63M -25,389 -69%
FA
2032
Fortis Advisors
Pennsylvania
$760K +$275K +4,293 +59%
AL
2033
Airain Ltd
Guernsey
$759K +$738K +11,517 New
TWM
2034
Torch Wealth Management
Ohio
$752K +$64 +1 +0%
CFA
2035
Camarda Financial Advisors
Florida
$750K +$601K +9,380 +468%
CA
2036
Cornerstone Advisory
Maryland
$747K -$133K -2,071 -15%
SPWA
2037
SteelBridge Private Wealth Advisors
Florida
$746K +$13.5K +211 +2%
CC
2038
Capital Counsel
New York
$745K -$19.2K -300 -3%
MUS
2039
Mitsubishi UFJ Securities
Japan
$743K +$51.9K +810 +8%
CW
2040
Cobiz Wealth
Colorado
$740K -$7.24K -113 -1%
VAS
2041
Valicenti Advisory Services
New York
$740K +$23K +359 +3%
WA
2042
Wealth Architects
California
$738K -$27.5K -429 -4%
WOC
2043
West Oak Capital
California
$737K +$62.2K +971 +9%
DA
2044
DSC Advisors
Illinois
$737K -$54.8K -855 -7%
MPIA
2045
Mountain Pacific Investment Advisers
Idaho
$736K +$99.3K +1,550 +16%
GLA
2046
Good Life Advisors
Pennsylvania
$730K +$165K +2,570 +30%
TCM
2047
Traynor Capital Management
Pennsylvania
$729K +$137K +2,138 +25%
BFA
2048
Beaumont Financial Advisors
Massachusetts
$729K +$295K +4,610 +71%
SBL
2049
Sargent Bickham Lagudis
Colorado
$728K +$24.8K +387 +4%
EM
2050
ELCO Management
New York
$727K – – –
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