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Name Holding Trade Value Shares
Change 		Change in
Stake
UWS
2026
Unique Wealth Strategies
Illinois
$1.65M -$92.7K -233 -6%
SIA
2027
Sit Investment Associates
Minnesota
$1.65M – – –
AP
2028
Advisors Preferred
Maryland
$1.65M – – –
IQI
2029
Integrated Quantitative Investments
Washington
$1.65M -$325K -816 -17%
RFA
2030
ROI Financial Advisors
Oregon
$1.65M -$18.3K -46 -1%
FA
2031
Fermata Advisors
California
$1.65M +$138K +346 +10%
JCFM
2032
JBR Co Financial Management
Oklahoma
$1.64M -$885K -2,224 -36%
TA
2033
TKG Advisors
Indiana
$1.64M +$156K +392 +11%
FAG
2034
Fortitude Advisory Group
Washington
$1.64M -$839K -2,109 -35%
DWM
2035
Denver Wealth Management
Colorado
$1.64M +$158K +397 +11%
BWP
2036
Bernardo Wealth Planning
Pennsylvania
$1.64M +$104K +262 +7%
WIM
2037
Westside Investment Management
California
$1.63M +$26.6K +67 +2%
WCFA
2038
Walkner Condon Financial Advisors
Wisconsin
$1.62M -$111K -279 -7%
RF
2039
Rossby Financial
Florida
$1.62M +$375K +942 +32%
PWA
2040
PCG Wealth Advisors
Kansas
$1.62M +$165K +415 +12%
KFI
2041
Key Financial Inc
Pennsylvania
$1.62M -$59.7K -150 -4%
IWM
2042
Iams Wealth Management
Nebraska
$1.61M +$140K +353 +10%
BFC
2043
Bedel Financial Consulting
Indiana
$1.61M +$126K +317 +9%
ACM
2044
Allred Capital Management
Texas
$1.61M +$26.2K +66 +2%
PWM
2045
Parkway Wealth Management
Texas
$1.61M +$3.58K +9 +0.2%
GAM
2046
Gemmer Asset Management
California
$1.61M -$12.3K -31 -0.8%
NHFG
2047
New Harbor Financial Group
Massachusetts
$1.61M +$824K +2,072 +119%
GFA
2048
Gallagher Fiduciary Advisors
Illinois
$1.6M -$105K -265 -6%
CA
2049
Cullinan Associates
Kentucky
$1.6M +$278K +700 +23%
SMA
2050
Seven Mile Advisory
New Jersey
$1.6M -$237K -596 -14%
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