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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2026
Connecticut Wealth Management
Connecticut
$270K -$372 -15 -0.1%
GWP
2027
Gen-Wealth Partners
Michigan
$270K -$13.8K -556 -4%
MLFP
2028
MPS Loria Financial Planners
Illinois
$269K -$14.8K -598 -4%
SAA
2029
Southeast Asset Advisors
Georgia
$268K -$24.6K -992 -7%
HCM
2030
Hengehold Capital Management
Ohio
$268K +$7.84K +316 +3%
PIMG
2031
Patriot Investment Management Group
Tennessee
$268K +$99 +4 +0%
MAG
2032
Meadowbrook Advisors Group
New Jersey
$268K -$17.5K -704 -5%
KLWA
2033
Kelly Lawrence W & Associates
California
$268K – – –
CPA
2034
Cardiff Park Advisors
California
$267K -$17.3K -695 -5%
GWM
2035
GSB Wealth Management
Connecticut
$267K -$2.36K -95 -0.7%
RSWM
2036
Robertson Stephens Wealth Management
California
$267K -$101K -4,077 -24%
NAMM
2037
NorthStar Asset Management (Massachusetts)
Massachusetts
$267K +$4.17K +168 +1%
RF
2038
RHS Financial
California
$267K -$32.5K -1,310 -9%
BMWS
2039
Brady Martz Wealth Solutions
North Dakota
$267K -$12.1K -486 -4%
SPA
2040
Shore Point Advisors
New Jersey
$266K -$3.03K -122 -0.9%
RPWA
2041
Regent Peak Wealth Advisors
Georgia
$266K -$16.1K -648 -5%
APW
2042
Aurora Private Wealth
New Jersey
$265K -$60.8K -2,448 -16%
RFA
2043
Resurgent Financial Advisors
Georgia
$265K -$189K -7,632 -37%
RIS
2044
Richmond Investment Services
Wisconsin
$264K -$400K -16,104 -56%
AZ
2045
Alpha Zero
Florida
$263K +$297K +11,986 New
PAG
2046
Powers Advisory Group
Illinois
$263K -$13.3K -537 -4%
CNC
2047
Citizens & Northern Corp
Pennsylvania
$263K -$108K -4,335 -25%
BFS
2048
BridgePort Financial Solutions
Iowa
$263K +$20.6K +831 +7%
QCIG
2049
Quad-Cities Investment Group
Iowa
$262K +$99.8K +4,020 +46%
IA
2050
Inspire Advisors
Idaho
$262K -$2.98K -120 -0.9%
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