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Name Holding Trade Value Shares
Change 		Change in
Stake
COF
2026
Capital One Financial
Virginia
$257K -$1.5M -111,880 -85%
AJ
2027
Ashburton (Jersey)
Jersey
$257K – – –
AAP
2028
Arax Advisory Partners
Colorado
$256K +$3.21K +240 +1%
CG
2029
CFO4Life Group
Texas
$256K +$18.2K +1,360 +7%
SA
2030
Shilanski & Associates
Alaska
$255K -$26.8K -2,000 -9%
LFG
2031
Lazard Frères Gestion
France
$255K +$260K +19,400 New
PFA
2032
Pure Financial Advisors
California
$253K -$3.75K -280 -1%
AG
2033
Algert Global
California
$253K +$260K +19,400 New
MWM
2034
MBE Wealth Management
Wisconsin
$252K +$259K +19,360 New
MTC
2035
McDaniel Terry & Co
Texas
$251K +$48.2K +3,600 +23%
PA
2036
Procyon Advisors
Connecticut
$250K +$536 +40 +0.2%
QT
2037
Quantamental Technologies
New York
$250K +$256K +19,120 New
BA
2038
Bridge Advisory
California
$250K +$257K +19,160 New
NWA
2039
New World Advisors
Massachusetts
$249K – – –
ECM
2040
Elgethun Capital Management
South Dakota
$248K – – –
THWM
2041
Taylor Hoffman Wealth Management
Virginia
$248K – – –
MCM
2042
Monument Capital Management
Virginia
$248K +$13.4K +1,000 +6%
RSWM
2043
Robertson Stephens Wealth Management
California
$248K +$254K +19,000 New
CCP
2044
Clarkston Capital Partners
Michigan
$246K +$253K +18,880 New
LHC
2045
Little House Capital
Massachusetts
$245K -$17.7K -1,320 -7%
TCM
2046
Tradewinds Capital Management
Washington
$245K – – –
IA
2047
IFG Advisors
Missouri
$245K +$536 +40 +0.2%
SFM
2048
Signet Financial Management
New Jersey
$245K +$252K +18,800 New
EIG
2049
Ellenbecker Investment Group
Wisconsin
$243K – – –
IWA
2050
IVC Wealth Advisors
Pennsylvania
$243K +$249K +18,600 New
80 81
82
83 84