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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
2026
Courier Capital
New York
$203K +$186K +985 New
WCFA
2027
Walkner Condon Financial Advisors
Wisconsin
$202K +$185K +980 New
FSA
2028
Fort Sheridan Advisors
Illinois
$202K +$185K +980 New
NSAM
2029
North Star Asset Management
Wisconsin
$202K +$185K +980 New
PA
2030
PFW Advisors
Georgia
$202K +$185K +980 New
RIG
2031
RiverFront Investment Group
Virginia
$202K +$185K +980 New
MCM
2032
Marathon Capital Management
Maryland
$200K +$184K +975 New
OFW
2033
Omnia Family Wealth
Florida
$200K +$184K +975 New
RYIA
2034
Roehl & Yi Investment Advisors
Oregon
$200K +$184K +975 New
WKWM
2035
Walter & Keenan Wealth Management
Indiana
$200K +$184K +975 New
PAM
2036
PVG Asset Management
Colorado
$200K +$184K +975 New
BCWM
2037
Bartlett & Co Wealth Management
Ohio
$198K – – –
RA
2038
Rise Advisors
New York
$191K -$20.8K -110 -11%
NC
2039
North Capital
Utah
$191K – – –
HWM
2040
Hemington Wealth Management
Virginia
$190K +$4.72K +25 +3%
OLVIG
2041
Oliver Lagore Vanvalin Investment Group
Michigan
$189K +$225K +1,190 New
HCM
2042
Hollencrest Capital Management
California
$185K +$33K +175 +24%
AA
2043
Addison Advisors
Vermont
$184K -$3.77K -20 -2%
CWM
2044
Crowley Wealth Management
Delaware
$183K – – –
OWA
2045
Opal Wealth Advisors
New York
$181K +$18.9K +100 +13%
IRC
2046
Investors Research Corp
Georgia
$176K – – –
M
2047
MOTCO
Texas
$175K +$2.83K +15 +2%
BDPWM
2048
Barnes Dennig Private Wealth Management
Ohio
$172K +$158K +835 New
FMII
2049
Farmers & Merchants Investments Inc
Nebraska
$167K +$1.89K +10 +1%
QT
2050
Quantbot Technologies
New York
$166K -$13.3M -70,470 -99%
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