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Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
2026
KCM Investment Advisors
California
$622K -$3.29K -40 -0.6%
SCA
2027
Sulzberger Capital Advisors
Florida
$622K +$575K +6,980 New
SCM
2028
Saxony Capital Management
Missouri
$621K -$8.23K -100 -1%
TSWM
2029
Tyler-Stone Wealth Management
Ohio
$620K -$93K -1,130 -14%
QPBE
2030
Quintet Private Bank (Europe)
Luxembourg
$619K -$97.1K -1,180 -15%
MCA
2031
Magnolia Capital Advisors
Mississippi
$619K +$571K +6,940 New
NGA
2032
Naples Global Advisors
Florida
$617K +$48.6K +590 +9%
NHC
2033
Nicholas Hoffman & Company
Georgia
$617K +$14K +170 +3%
OWP
2034
Obermeyer Wealth Partners
Colorado
$616K +$26.3K +320 +5%
HWP
2035
Heritage Wealth Partners
Ohio
$614K -$70K -850 -11%
TSS
2036
Two Sigma Securities
New York
$613K -$19.5M -236,670 -97%
OWA
2037
Octavia Wealth Advisors
Ohio
$613K -$15.6K -190 -3%
RFA
2038
Register Financial Advisors
Georgia
$612K +$5.76K +70 +1%
FCM
2039
Fourpath Capital Management
Oklahoma
$611K -$75.7K -920 -12%
GFA
2040
Gallagher Fiduciary Advisors
Illinois
$611K +$42K +510 +8%
WFS
2041
WealthGarden F.S.
California
$608K -$23K -280 -4%
CCA
2042
Cobblestone Capital Advisors
New York
$607K – – –
RCP
2043
Rothschild Capital Partners
New York
$606K +$560K +6,800 New
VFG
2044
Victory Financial Group
Texas
$606K +$560K +6,800 New
ML
2045
Mayport LLC
Massachusetts
$605K +$4.94K +60 +0.9%
OA
2046
Oxbow Advisors
Texas
$605K +$13.2K +160 +2%
MWA
2047
Monograph Wealth Advisors
California
$604K +$276K +3,350 +98%
OP
2048
ORG Partners
Indiana
$604K -$116K -1,410 -17%
BMD
2049
Better Money Decisions
New Mexico
$603K -$95.5K -1,160 -15%
AAS
2050
Annex Advisory Services
Wisconsin
$603K +$823 +10 +0.1%
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