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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
2026
Mendel Capital Management
Arkansas
$225K +$238K +2,037 New
LFS
2027
Legacy Financial Strategies
Kansas
$224K – – –
MCM
2028
Morton Capital Management
California
$224K – – –
MAM
2029
McLean Asset Management
Virginia
$224K -$819 -7 -0.3%
HZ
2030
Hixon Zuercher
Ohio
$224K – – –
DAM
2031
Doheny Asset Management
California
$223K – – –
PP
2032
PrairieView Partners
Minnesota
$223K – – –
AT
2033
Avalon Trust
New Mexico
$221K – – –
VWA
2034
V Wealth Advisors
Kansas
$221K -$636K -5,434 -73%
NJBEST
2035
New Jersey Better Educational Savings Trust
New Jersey
$221K – – –
VCM
2036
Versant Capital Management
Arizona
$221K -$585 -5 -0.2%
VW
2037
Vantage Wealth
California
$221K – – –
WGAM
2038
Wilkinson Global Asset Management
New York
$221K – – –
GCIA
2039
Gabelli & Co Investment Advisers
New York
$221K +$234K +2,000 New
PCG
2040
Prosperity Consulting Group
Maryland
$221K -$21.9K -187 -9%
AT
2041
Arden Trust
Delaware
$219K -$479K -4,093 -67%
SMC
2042
Smith, Moore & Co
Missouri
$218K +$27.1K +232 +13%
NRC
2043
New Republic Capital
North Carolina
$218K +$10.8K +92 +5%
AI
2044
Atom Investors
Texas
$218K +$231K +1,971 New
DWP
2045
Destiny Wealth Partners
Florida
$216K – – –
LC
2046
Landaas & Company
Wisconsin
$216K – – –
PD
2047
Planning Directions
Pennsylvania
$216K +$117 +1 +0.1%
CWM
2048
Cornerstone Wealth Management
Missouri
$216K +$3.98K +34 +2%
TFP
2049
Tilia Fiduciary Partners
North Carolina
$215K -$248K -2,123 -52%
EP
2050
EPIQ Partners
Minnesota
$215K +$9.01K +77 +4%