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Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
2026
WESPAC Advisors SoCal
California
$9.51M -$975K -7,072 -9%
KC
2027
Kadensa Capital
Hong Kong
$9.5M -$20.2M -146,637 -67%
CCWA
2028
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.46M +$841K +6,103 +9%
SCM
2029
Sage Capital Management
New Jersey
$9.46M +$98.8K +717 +1%
GPA
2030
Guerra Pan Advisors
New Jersey
$9.46M – – –
PWM
2031
Peterson Wealth Management
Nevada
$9.45M +$1.02M +7,436 +12%
FHWM
2032
Fox Hill Wealth Management
Massachusetts
$9.44M -$605K -4,390 -6%
IRAG
2033
Investment Research & Advisory Group
Georgia
$9.43M +$86.8M +629,973 +870%
LRWA
2034
Long Run Wealth Advisors
New York
$9.43M -$756K -5,488 -7%
GA
2035
Geller Advisors
New York
$9.43M -$1.46M -10,589 -13%
JE
2036
JMAC Enterprises
Pennsylvania
$9.41M -$104K -756 -1%
SSWM
2037
Strait & Sound Wealth Management
California
$9.39M -$1.05M -7,641 -10%
EA
2038
Emerald Advisers
Pennsylvania
$9.39M -$207K -1,502 -2%
FIC
2039
FCG Investment Company
Tennessee
$9.38M +$629K +4,565 +7%
NBT
2040
Northwest Bank & Trust
Iowa
$9.38M -$37.6K -273 -0.4%
GPFA
2041
Game Plan Financial Advisors
Ohio
$9.38M -$189K -1,372 -2%
CNBT
2042
Canandaigua National Bank & Trust
New York
$9.37M +$247K +1,795 +3%
DCM
2043
Dilation Capital Management
New York
$9.37M +$9.61M +69,755 New
EA
2044
Enclave Advisors
Texas
$9.36M -$220K -1,596 -2%
OPW
2045
Osprey Private Wealth
New York
$9.35M +$16.5K +120 +0.2%
RFA
2046
Rollins Financial Advisors
New York
$9.33M -$209K -1,514 -2%
SF
2047
Slagle Financial
Illinois
$9.33M -$385K -2,793 -4%
PFG
2048
Prosperity Financial Group
California
$9.32M +$487K +3,536 +5%
GC
2049
Gilbert & Cook
Iowa
$9.31M -$212K -1,540 -2%
FFG
2050
Fiduciary Financial Group
California
$9.29M +$265K +1,924 +3%
80 81
82
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