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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2026
AUA Capital Management
Pennsylvania
$216K – – –
BFS
2027
Bickling Financial Services
Massachusetts
$216K +$205K +2,173 New
LFGH
2028
Lee Financial Group Hawaii
Hawaii
$216K -$59.6K -632 -23%
DA
2029
Detalus Advisors
Missouri
$215K +$205K +2,170 New
SMA
2030
Sage Mountain Advisors
Georgia
$215K +$205K +2,169 New
SFA
2031
Souders Financial Advisors
Ohio
$215K +$205K +2,169 New
JF
2032
JSF Financial
California
$215K +$204K +2,165 New
WA
2033
Wealth Architects
California
$215K +$204K +2,163 New
AR
2034
Apeiron RIA
Texas
$214K +$204K +2,159 New
CFSG
2035
Clark Financial Services Group
Missouri
$214K +$203K +2,155 New
ZIM
2036
Zacks Investment Management
Illinois
$214K -$32.3K -342 -14%
OLVIG
2037
Oliver Lagore Vanvalin Investment Group
Michigan
$214K -$173K -1,828 -46%
PSF
2038
Pacific Sun Financial
California
$213K -$190K -2,010 -48%
FW
2039
FirstPurpose Wealth
Utah
$213K +$203K +2,150 New
PA
2040
PSI Advisors
Florida
$213K +$94 +1 +0%
ZCM
2041
Ziegler Capital Management
Illinois
$213K -$43.8K -464 -18%
CSPAM
2042
Cary Street Partners Asset Management
Virginia
$212K -$6.51K -69 -3%
EWA
2043
ERTS Wealth Advisors
Michigan
$212K +$202K +2,136 New
AIP
2044
Almanack Investment Partners
Pennsylvania
$212K +$201K +2,134 New
GD
2045
Grandfield & Dodd
New York
$211K -$27.1K -287 -12%
SGA
2046
Seaport Global Advisors
Massachusetts
$210K +$11.2K +119 +6%
PCM
2047
Presidio Capital Management
California
$210K +$200K +2,117 New
TWM
2048
Tradition Wealth Management
Minnesota
$210K +$62.2K +659 +45%
SFS
2049
Summit Financial Strategies
Ohio
$210K +$199K +2,112 New
NJBEST
2050
New Jersey Better Educational Savings Trust
New Jersey
$209K +$199K +2,111 New
80 81
82
83 84