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Name Holding Trade Value Shares
Change 		Change in
Stake
DWAM
2026
Duncan Williams Asset Management
Tennessee
$364K +$77.6K +2,732 +27%
MIP
2027
Marietta Investment Partners
Wisconsin
$363K +$2.64K +93 +0.7%
AWA
2028
A4 Wealth Advisors
North Carolina
$363K +$365K +12,843 New
DWM
2029
Darwin Wealth Management
Florida
$363K +$11.8K +416 +3%
ACM
2030
Aster Capital Management
United Arab Emirates
$362K -$2.04M -71,983 -85%
CFFP
2031
Center for Financial Planning
Michigan
$361K -$7.53K -265 -2%
ACM
2032
Alethea Capital Management
Washington
$361K +$363K +12,782 New
DWP
2033
Destiny Wealth Partners
Florida
$360K -$25.2K -888 -7%
CFG
2034
Carter Financial Group
Illinois
$360K +$78.7K +2,773 +28%
MWA
2035
Muirfield Wealth Advisors
North Carolina
$360K +$3.58K +126 +1%
WC
2036
Woodstock Corp
Massachusetts
$359K +$17K +600 +5%
GG
2037
GenWealth Group
New Jersey
$358K -$43K -1,514 -11%
S
2038
Sunpointe
Missouri
$357K -$70.2K -2,472 -16%
PAG
2039
Poinciana Advisors Group
Florida
$357K -$3.32K -117 -0.9%
PCS
2040
Private Client Services
Kentucky
$356K -$77.4K -2,726 -18%
USWIA
2041
UP Strategic Wealth Investment Advisors
Pennsylvania
$356K -$909 -32 -0.2%
RPCONE
2042
Retirement Planning Company of New England
Rhode Island
$356K +$20.1K +707 +6%
PCMK
2043
Paragon Capital Management (Kansas)
Kansas
$356K +$48.3K +1,700 +16%
LAS
2044
Lloyd Advisory Services
Georgia
$356K -$124K -4,364 -26%
CW
2045
Code Waechter
Florida
$354K -$64K -2,253 -14%
MWM
2046
MBE Wealth Management
Wisconsin
$354K +$36.5K +1,285 +11%
CM
2047
Capula Management
Cayman Islands
$354K -$5.47M -192,555 -94%
NW
2048
Naviter Wealth
Arkansas
$353K +$9.46K +333 +3%
ACP
2049
Argyle Capital Partners
California
$352K +$98.6K +3,473 +39%
CPG
2050
Cornerstone Planning Group
New Jersey
$352K +$41.1K +1,448 +11%
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