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Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
2026
Northwest Capital Management
Oregon
$23.9K – – –
CTB
2027
Country Trust Bank
Illinois
$23.9K +$9.64K +50 +50%
SIS
2028
Strategic Investment Solutions
Illinois
$23.9K +$28.9K +150 New
CTWM
2029
Cherry Tree Wealth Management
Minnesota
$23.1K – – –
MEG
2030
Millstone Evans Group
Colorado
$22.3K +$4.82K +25 +22%
PWM
2031
Proathlete Wealth Management
Florida
$22.3K +$27K +140 New
MSWM
2032
Mowery & Schoenfeld Wealth Management
Illinois
$21.5K – – –
SIS
2033
Sound Income Strategies
Florida
$21.5K – – –
VWA
2034
Valued Wealth Advisors
Utah
$21.5K – – –
CAL
2035
Capital Analysts LLC
Pennsylvania
$21K -$13.5K -70 -35%
UIA
2036
Ulland Investment Advisors
Minnesota
$21K – – –
JWA
2037
JFS Wealth Advisors
Pennsylvania
$20.7K -$7.71K -40 -24%
AF
2038
Atala Financial
California
$20.7K – – –
CSC
2039
Caldwell Sutter Capital
California
$20.7K – – –
RWM
2040
Raffa Wealth Management
District of Columbia
$20.7K – – –
SR
2041
Syntax Research
Florida
$19.9K – – –
CCM
2042
Chilton Capital Management
Texas
$19.9K +$22.2K +115 +1,150%
NIG
2043
NFJ Investment Group
Texas
$19.1K – – –
RF
2044
Robinswood Financial
Washington
$19.1K +$18.3K +95 +380%
CI
2045
Clal Insurance
Israel
$19K +$19.3K +100 +500%
AWM
2046
Atticus Wealth Management
Florida
$18.3K – – –
RFS
2047
Richardson Financial Services
Massachusetts
$17.5K – – –
SN
2048
Sittner & Nelson
Oregon
$17.5K – – –
ITIM
2049
Indiana Trust & Investment Management
Indiana
$16.7K – – –
TC
2050
Tacita Capital
Ontario, Canada
$16.7K – – –
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