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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2026
Mainstay Capital Management
Michigan
$295K -$869K -46,509 -75%
EGWAG
2027
Elwood & Goetz Wealth Advisory Group
Georgia
$295K +$23.5K +1,255 +9%
CIAS
2028
CFS Investment Advisory Services
New Jersey
$295K +$89K +4,760 +45%
LCM
2029
Laurion Capital Management
New York
$294K -$941K -50,350 -76%
AWM
2030
AllSquare Wealth Management
New York
$294K -$9.91K -530 -3%
AAM
2031
Augustine Asset Management
Florida
$293K -$322K -17,234 -52%
LWP
2032
Lumature Wealth Partners
Georgia
$293K -$107K -5,706 -27%
F
2033
F3Logic
Minnesota
$293K -$84.4K -4,514 -22%
SFA
2034
Source Financial Advisors
New York
$293K +$295K +15,789 New
MM
2035
Meridian Management
Arkansas
$292K -$27.1K -1,449 -8%
MCM
2036
Manchester Capital Management
Vermont
$292K -$10.5K -563 -3%
WAS
2037
Winch Advisory Services
Wisconsin
$291K -$55.1K -2,946 -16%
WWM
2038
Wolff Wiese Magana
California
$291K -$19.7K -1,053 -6%
IWA
2039
IVC Wealth Advisors
Pennsylvania
$291K -$5.42K -290 -2%
EDRIA
2040
Edmonds Duncan Registered Investment Advisors
Kansas
$291K +$19.8K +1,059 +8%
VAG
2041
VisionPoint Advisory Group
Texas
$291K +$24.9K +1,330 +9%
IP
2042
Investment Partners
Ohio
$291K +$44.1K +2,360 +18%
FWM
2043
FSA Wealth Management
Massachusetts
$290K -$3.78K -202 -1%
OPWM
2044
Oxinas Partners Wealth Management
Indiana
$290K +$1.05K +56 +0.4%
LHC
2045
Little House Capital
Massachusetts
$289K -$374K -20,019 -56%
CST
2046
Charles Schwab Trust
Nevada
$289K -$8.51K -455 -3%
MAG
2047
Mayfair Advisory Group
Alabama
$289K +$75 +4 +0%
SCA
2048
Southern Capital Advisors
Tennessee
$289K +$290K +15,528 New
GF
2049
Goodman Financial
Texas
$288K – – –
RB
2050
Renasant Bank
Mississippi
$288K +$5.81K +311 +2%
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