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Name Holding Trade Value Shares
Change 		Change in
Stake
CAWM
2026
Capital Advisors Wealth Management
Washington
$558K +$112K +561 +36%
SPP
2027
Single Point Partners
Massachusetts
$558K +$68.2K +341 +19%
SVCP
2028
Silicon Valley Capital Partners
California
$557K +$27.6K +138 +7%
ECM
2029
EMC Capital Management
Texas
$555K +$442K +2,212 +737%
KFA
2030
Kapstone Financial Advisors
Ohio
$555K – – –
CP
2031
Castleview Partners
Texas
$553K -$49.4K -247 -10%
PP
2032
Pegasus Partners
Wisconsin
$552K +$125K +623 +42%
QC
2033
Quaero Capital
Switzerland
$552K -$270K -1,351 -39%
FMB
2034
Field & Main Bank
Kentucky
$550K +$3.6K +18 +0.9%
AIM
2035
Alhambra Investment Management
Florida
$550K – – –
MAM
2036
Maytree Asset Management
Hong Kong
$550K – – –
EBA
2037
Eagle Bay Advisors
New York
$548K -$27.4K -137 -6%
FFA
2038
Fairfield Financial Advisors
Massachusetts
$548K -$4K -20 -0.9%
M1FG
2039
Mach-1 Financial Group
Arkansas
$546K +$205K +1,026 +97%
SA
2040
SRH Advisors
Kansas
$545K – – –
BCA
2041
Bray Capital Advisors
Florida
$543K -$11K -55 -3%
LRIA
2042
Leonard Rickey Investment Advisors
Washington
$542K -$25.8K -129 -6%
SDAM
2043
Shulman DeMeo Asset Management
New York
$541K +$175K +873 +73%
CHA
2044
Cooper/Haims Advisors
New York
$541K -$9.2K -46 -2%
NCM
2045
Narwhal Capital Management
Georgia
$539K +$11K +55 +3%
CCM
2046
Condor Capital Management
New Jersey
$539K – – –
EWA
2047
Encompass Wealth Advisors
Oregon
$538K -$55.4K -277 -12%
MWPCG
2048
Measured Wealth Private Client Group
New Hampshire
$538K -$21K -105 -5%
JFA
2049
JNBA Financial Advisors
Minnesota
$537K +$40K +200 +11%
SCA
2050
Scott Capital Advisors
Oregon
$537K +$3K +15 +0.7%
80 81
82
83 84