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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2026
WealthTrust Asset Management
Florida
$208K -$3.65K -210 -2%
CC
2027
Cultivar Capital
Texas
$208K – – –
IAP
2028
Indie Asset Partners
Indiana
$207K -$12.6K -726 -6%
VAMG
2029
Voisard Asset Management Group
Michigan
$207K +$177K +10,193 +1,568%
PP
2030
Pacifica Partners
Canada
$207K +$5.22K +300 +3%
EFM
2031
E Fund Management
China
$207K – – –
HIA
2032
Harbor Investment Advisory
Maryland
$207K -$18.9K -1,087 -9%
PA
2033
Perennial Advisors
New York
$206K – – –
MA
2034
Mezzasalma Advisors
New Jersey
$206K -$11.3K -649 -6%
FS
2035
Ferguson Shapiro
Georgia
$206K +$1.51K +87 +0.8%
PAA
2036
Peregrine Asset Advisers
Oregon
$205K -$1.74K -100 -0.9%
AAS
2037
Asset Allocation Strategies
Michigan
$205K -$42.6K -2,452 -19%
PCM
2038
Princeton Capital Management
New Jersey
$205K – – –
IA
2039
Insight Advisors
Pennsylvania
$205K +$186K +10,707 New
GEA
2040
Glen Eagle Advisors
New Jersey
$205K -$51.7K -2,973 -22%
EA
2041
Everpar Advisors
Oklahoma
$204K -$101K -5,804 -35%
EWM
2042
Endowment Wealth Management
Wisconsin
$204K +$5.09K +293 +3%
AAP
2043
Arax Advisory Partners
Colorado
$203K +$100K +5,760 +118%
WCM
2044
Wedge Capital Management
North Carolina
$203K -$15.9K -914 -8%
CPA
2045
Cardiff Park Advisors
California
$203K -$1.04K -60 -0.6%
EFG
2046
Ethos Financial Group
Pennsylvania
$203K -$36.2K -2,084 -16%
MCCA
2047
Mill Creek Capital Advisors
Pennsylvania
$203K +$184K +10,597 New
PAMG
2048
Patton Albertson Miller Group
Tennessee
$202K +$184K +10,583 New
CVA
2049
Central Valley Advisors
California
$202K -$222K -12,771 -55%
CWM
2050
Collaborative Wealth Management
Florida
$201K +$1.11K +64 +0.6%
80 81
82
83 84