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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
2026
LexAurum Advisors
Kansas
$346K +$1.25K +20 +0.4%
AGC
2027
Aspen Grove Capital
Colorado
$345K – – –
MCM
2028
Manchester Capital Management
Vermont
$344K +$19.4K +310 +6%
WIM
2029
Westside Investment Management
California
$344K – – –
PMG
2030
ProVise Management Group
Florida
$343K +$71.8K +1,150 +29%
FG
2031
Foster Group
Iowa
$342K +$33.1K +530 +12%
FW
2032
FullCircle Wealth
Texas
$342K +$335K +5,370 New
CWM
2033
Campbell Wealth Management
Virginia
$341K +$56.8K +910 +22%
PCMC
2034
Planning Capital Management Corporation
Pennsylvania
$341K -$35K -560 -10%
BCG
2035
Breakwater Capital Group
New Jersey
$340K +$1.25K +20 +0.4%
IIC
2036
Ironwood Investment Counsel
Arizona
$340K – – –
AWA
2037
Alta Wealth Advisors
Massachusetts
$339K +$5K +80 +2%
PA
2038
Perennial Advisors
New York
$339K +$12.5K +200 +4%
ST
2039
Sageworth Trust
Pennsylvania
$339K +$314K +5,020 New
UOC
2040
UBS O'Connor
Illinois
$337K -$2.19M -35,000 -88%
HFA
2041
Harbert Fund Advisors
Alabama
$337K -$219K -3,500 -41%
VF
2042
Vawter Financial
Ohio
$337K -$6.25K -100 -2%
HI
2043
Harper Investing
California
$337K -$1.87K -30 -0.6%
KA
2044
Kooman & Associates
Pennsylvania
$337K -$1.25K -20 -0.4%
DJYG
2045
David J. Yvars Group
Florida
$337K – – –
HA
2046
Harbor Advisors
Florida
$337K – – –
SFS
2047
Solitude Financial Services
Virginia
$337K – – –
WTG
2048
West Tower Group
Virginia
$337K +$250K +4,000 +400%
CBTWT
2049
Community Bank & Trust (Waco, Texas)
Texas
$337K -$312K -5,000 -50%
MSF
2050
Mustard Seed Financial
Arkansas
$337K – – –
80 81
82
83 84