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Name Holding Trade Value Shares
Change 		Change in
Stake
KC
2026
Kingfisher Capital
North Carolina
$252K -$1.75M -16,306 -88%
MW
2027
MBL Wealth
North Carolina
$252K +$22.9K +213 +10%
ACM
2028
Advance Capital Management
Michigan
$251K -$9.03K -84 -4%
DIP
2029
DT Investment Partners
Pennsylvania
$251K – – –
KWAG
2030
Kiely Wealth Advisory Group
North Carolina
$250K +$262K +2,438 New
FF
2031
Farrow Financial
Vermont
$250K +$248K +2,305 New
MFG
2032
MidWestOne Financial Group
Iowa
$250K -$6.45K -60 -3%
CPSAC
2033
Chas P. Smith & Associates (CPS)
Florida
$250K +$248K +2,306 New
GCIM
2034
Gunn & Company Investment Management
Florida
$250K +$248K +2,306 New
DA
2035
DCM Advisors
New York
$250K +$247K +2,300 New
JWM
2036
Jeppson Wealth Management
California
$249K -$2.69K -25 -1%
WPC
2037
White Pine Capital
Minnesota
$249K – – –
AFP
2038
Ausdal Financial Partners
Iowa
$248K +$17.2K +160 +8%
LA
2039
Lynch & Associates
Indiana
$247K +$8.38K +78 +4%
KFP
2040
KMG Fiduciary Partners
Ohio
$246K +$5.05K +47 +2%
BFA
2041
Bill Few Associates
Pennsylvania
$246K – – –
CIA
2042
Compass Ion Advisors
Pennsylvania
$246K -$1.93K -18 -0.8%
G
2043
GenTrust
Florida
$245K -$48K -447 -17%
ODG
2044
O'Dell Group
Ohio
$244K +$107 +1 +0%
BMWM
2045
Brown Miller Wealth Management
Virginia
$244K +$215 +2 +0.1%
SCP
2046
Sivia Capital Partners
California
$243K +$240K +2,236 New
AIS
2047
American Investment Services
Massachusetts
$243K +$752 +7 +0.3%
CIG
2048
Cascade Investment Group
Colorado
$242K -$8.06K -75 -3%
IP
2049
Ignite Planners
California
$242K -$7.42K -69 -3%
CIP
2050
Convergence Investment Partners
Florida
$242K +$645 +6 +0.3%
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