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Name Holding Trade Value Shares
Change 		Change in
Stake
QAM
2026
QCI Asset Management
New York
$237K +$2.82K +12 +1%
TCM
2027
Triumph Capital Management
Colorado
$236K -$60K -255 -22%
HNW
2028
High Note Wealth
Minnesota
$236K – – –
SDWIA
2029
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$234K -$30.4K -129 -12%
TCM
2030
Tufton Capital Management
Maryland
$234K – – –
GWA
2031
GGM Wealth Advisors
Maryland
$234K +$162K +687 New
GAM
2032
Griffin Asset Management
New York
$234K +$213K +906 New
PCH
2033
PGIM Custom Harvest
New Jersey
$234K +$213K +906 New
LAM
2034
LifePro Asset Management
California
$233K -$706 -3 -0.3%
BHIA
2035
Birch Hill Investment Advisors
Massachusetts
$233K – – –
SFA
2036
Semmax Financial Advisors
North Carolina
$233K – – –
BAM
2037
Brave Asset Management
New Jersey
$233K +$706 +3 +0.3%
CWP
2038
Curated Wealth Partners
California
$233K +$213K +903 New
ECA
2039
Elevated Capital Advisors
Utah
$233K +$213K +903 New
OHIS
2040
Oak Harvest Investment Services
Texas
$233K +$213K +903 New
CWP
2041
Concord Wealth Partners
Virginia
$232K -$794K -3,375 -79%
AC
2042
AWM Capital
Arizona
$231K +$149K +633 New
RBFC
2043
Roman Butler Fullerton & Co
Missouri
$231K +$187K +795 New
BBA
2044
BLB&B Advisors
Pennsylvania
$230K – – –
CIA
2045
Compass Ion Advisors
Pennsylvania
$230K – – –
KL
2046
KWMG LLC
Kansas
$230K +$210K +891 New
SFP
2047
Sandbox Financial Partners
Maryland
$229K -$3.53K -15 -2%
AA
2048
AlphaMark Advisors
Kentucky
$228K – – –
KFP
2049
KB Financial Partners
New Jersey
$228K +$123K +522 +145%
NS
2050
Newman & Schimel
Illinois
$227K +$207K +879 New
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