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Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
2026
Embree Financial Group
Illinois
$683K +$216K +2,270 +45%
MC
2027
MIG Capital
California
$683K +$696K +7,320 New
HWP
2028
Highline Wealth Partners
California
$682K +$20K +210 +3%
EAM
2029
Evanson Asset Management
California
$680K -$85.6K -900 -11%
CSPIA
2030
Cary Street Partners Investment Advisory
Virginia
$680K +$62.8K +660 +10%
TTIC
2031
Tower Trust & Investment Company
Iowa
$679K +$571K +6,000 New
PFW
2032
Petros Family Wealth
Minnesota
$679K -$12.4K -130 -2%
ACM
2033
Andina Capital Management
Utah
$679K +$692K +7,280 New
OFS
2034
OneAscent Financial Services
Alabama
$675K -$47.6K -500 -6%
ACP
2035
Aveo Capital Partners
Colorado
$675K -$24.7K -260 -4%
SXL
2036
Summit X LLC
Missouri
$675K +$13.3K +140 +2%
FCM
2037
Fire Capital Management
California
$672K +$310K +3,260 +83%
FA
2038
FDx Advisors
Illinois
$672K +$96.1K +1,010 +16%
MP
2039
Moment Partners
California
$671K – – –
IWS
2040
Integrity Wealth Solutions
Colorado
$670K +$1.9K +20 +0.3%
KCPT
2041
Kingstone Capital Partners Texas
Texas
$670K – – –
WHG
2042
Westwood Holdings Group
Texas
$669K +$7.61K +80 +1%
MAG
2043
MRA Advisory Group
New Jersey
$668K -$186K -1,960 -21%
KBFS
2044
Kohmann Bosshard Financial Services
Ohio
$668K – – –
AC
2045
AlphaCore Capital
California
$668K +$389K +4,090 +133%
BBW
2046
Blue Barn Wealth
Utah
$667K -$229K -2,410 -25%
OWM
2047
Opes Wealth Management
California
$665K +$951 +10 +0.1%
TCM
2048
Tufton Capital Management
Maryland
$665K -$119K -1,250 -15%
MGCM
2049
Mane Global Capital Management
New York
$662K -$24.6M -258,950 -97%
TSWM
2050
Tyler-Stone Wealth Management
Ohio
$661K +$12.4K +130 +2%
80 81
82
83 84