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Name Holding Trade Value Shares
Change
Change in
Stake
DI
2026
DAGCO Inc
Ohio
$366K -$141K -4,131 -26%
LG
2027
Leuthold Group
Minnesota
$366K -$37.4K -1,098 -8%
SP
2028
Successful Portfolios
Florida
$365K +$19.7K +577 +5%
FC
2029
Forte Capital
New York
$365K +$401K +11,783 New
ESBC
2030
E.S. Barr & Co
Kentucky
$362K -$76.4K -2,243 -16%
CAM
2031
Concorde Asset Management
Michigan
$362K +$85.6K +2,511 +27%
CHP
2032
Cable Hill Partners
Oregon
$361K -$29K -851 -7%
IAS
2033
Investment Advisory Services
Texas
$360K
PWA
2034
Physician Wealth Advisors
Utah
$360K +$48.9K +1,436 +16%
KLI
2035
Kelman-Lazarov Inc
Tennessee
$359K -$19K -559 -5%
COF
2036
Capital One Financial
Virginia
$359K +$395K +11,598 New
BWM
2037
BigSur Wealth Management
Florida
$358K
BEAM
2038
Baker Ellis Asset Management
Washington
$357K -$46.7K -1,370 -11%
CAL
2039
Capital Advisors Ltd
Ohio
$357K +$6.61K +194 +2%
CPC
2040
Congress Park Capital
New York
$357K +$88.9K +2,608 +29%
JGIA
2041
Jackson Grant Investment Advisers
Connecticut
$356K -$139K -4,068 -26%
PSC
2042
Prentiss Smith & Co
Vermont
$353K -$58.7K -1,723 -13%
I
2043
INVST
Indiana
$353K +$400K +11,725 New
SWM
2044
Sugarloaf Wealth Management
Georgia
$352K -$20.3K -595 -5%
BWA
2045
Beam Wealth Advisors
Louisiana
$352K +$4.7K +138 +1%
AGA
2046
Arkos Global Advisors
Texas
$349K +$384K +11,266 New
FSC
2047
Full Sail Capital
Oklahoma
$348K -$75.2K -2,207 -18%
FAM
2048
Fenimore Asset Management
New York
$348K
OCM
2049
Orser Capital Management
Texas
$347K -$13.3K -390 -3%
MA
2050
MCF Advisors
Kentucky
$346K -$48.9K -1,436 -11%