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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
2026
Summit Financial Strategies
Ohio
$224K +$34.7K +334 +17%
LHEI
2027
Leo H. Evart Inc
California
$223K +$208 +2 +0.1%
FC
2028
Fusion Capital
South Carolina
$222K -$9.96K -96 -4%
MMPW
2029
Mitchell McLeod Pugh & Williams
Alabama
$222K – – –
LCGC
2030
Legacy Capital Group California
California
$221K +$232K +2,233 New
CIP
2031
Convergence Investment Partners
Florida
$221K -$8.3K -80 -3%
NRWA
2032
North Ridge Wealth Advisors
Oregon
$221K -$5.29K -51 -2%
JSW
2033
Journey Strategic Wealth
New Jersey
$221K -$292K -2,814 -56%
WLPWM
2034
Walled Lake Planning & Wealth Management
Illinois
$220K – – –
AIP
2035
Almanack Investment Partners
Pennsylvania
$220K +$12.4K +119 +6%
WPC
2036
White Pine Capital
Minnesota
$220K +$20.8K +200 +10%
RRA
2037
Round Rock Advisors
Connecticut
$220K +$6.85K +66 +3%
WWM
2038
Wolff Wiese Magana
California
$219K -$20K -193 -8%
MIM
2039
Morningstar Investment Management
Illinois
$219K – – –
FNBOSM
2040
First National Bank of South Miami
Florida
$219K -$415 -4 -0.2%
ATFA
2041
All Terrain Financial Advisors
Minnesota
$219K – – –
CWP
2042
Concord Wealth Partners
Virginia
$219K +$60K +578 +35%
PA
2043
PSI Advisors
Florida
$219K +$37.1K +357 +19%
WB
2044
Webster Bank
Connecticut
$218K +$23.4K +225 +11%
OFW
2045
Omnia Family Wealth
Florida
$218K – – –
BFC
2046
Blue Fin Capital
Rhode Island
$217K +$104 +1 +0%
FNC
2047
First National Corp
Massachusetts
$217K +$2.6K +25 +1%
WCM
2048
Wedge Capital Management
North Carolina
$216K -$15.7K -151 -6%
BONST
2049
Bank of Nova Scotia Trust
Ontario, Canada
$215K -$60.3K -581 -21%
JJBC
2050
James J. Burns & Company
New York
$215K +$24.2K +233 +12%
80 81
82
83 84