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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2026
Cloud Capital Management
Washington
$203K +$201K +1,998 New
PS
2027
Planned Solutions
California
$202K +$200K +1,981 New
RIA
2028
Realta Investment Advisors
Delaware
$202K -$161K -1,594 -45%
WLIM
2029
White Lighthouse Investment Management
Massachusetts
$202K +$199K +1,977 New
MC
2030
Matisse Capital
Oregon
$202K -$135K -1,340 -40%
FCM
2031
Fourpath Capital Management
Oklahoma
$202K +$199K +1,974 New
WAG
2032
Wallace Advisory Group
California
$201K -$124K -1,234 -39%
BCP
2033
Blue Chip Partners
Michigan
$200K +$197K +1,959 New
AIC
2034
Archer Investment Corporation
Indiana
$197K +$101 +1 +0.1%
CB
2035
CNB Bank
Pennsylvania
$193K -$21.9K -217 -10%
EP
2036
Evelyn Partners
$193K +$190K +1,891 New
BW
2037
Bravera Wealth
North Dakota
$192K – – –
SWM
2038
SHP Wealth Management
Massachusetts
$190K -$1.31K -13 -0.7%
AF
2039
Aviso Financial
Ontario, Canada
$190K -$31.1K -309 -14%
BIA
2040
Bell Investment Advisors
California
$187K -$1.61K -16 -0.9%
USB
2041
Union Savings Bank
Connecticut
$187K – – –
SPF
2042
South Plains Financial
Texas
$186K -$11.9K -118 -6%
BGAI
2043
Bruce G. Allen Investments
Colorado
$185K -$6.24K -62 -3%
HC
2044
Hara Capital
Washington
$184K – – –
BWM
2045
Bullock Wealth Management
Indiana
$183K -$4.83K -48 -3%
PK
2046
Pflug Koory
Nebraska
$178K – – –
NWM
2047
Navigoe Wealth Management
California
$174K +$160K +1,584 +1,320%
CM
2048
Capula Management
Cayman Islands
$172K -$1.11M -11,011 -87%
SI
2049
Sava Infond
Slovenia
$169K +$166K +1,650 New
MSWM
2050
Mowery & Schoenfeld Wealth Management
Illinois
$167K – – –
80 81
82
83 84