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Name Holding Trade Value Shares
Change 		Change in
Stake
NWWA
2026
New Wave Wealth Advisors
Arkansas
$798K -$123K -369 -11%
FIM
2027
FWL Investment Management
Texas
$798K +$858K +2,575 +511%
ADL
2028
Asset Dedication LLC
California
$797K -$41.3K -124 -4%
CFFP
2029
Center for Financial Planning
Michigan
$797K +$15.3K +46 +2%
BFM
2030
Boothbay Fund Management
New York
$796K -$5.77M -17,310 -85%
CFG
2031
Carr Financial Group
Massachusetts
$794K +$47K +141 +5%
WIM
2032
Westside Investment Management
California
$794K +$167K +501 +20%
AC
2033
ASB Consultores
Florida
$793K -$180K -539 -15%
PWM
2034
Prosperity Wealth Management
California
$792K +$236K +708 +30%
LWAM
2035
Legacy Wealth Asset Management
Minnesota
$792K +$11.7K +35 +1%
TFIPS
2036
Towarzystwo Funduszy Inwestycyjnych PZU SA
$790K -$1.8M -5,395 -64%
AF
2037
Apexium Financial
Texas
$790K +$87.6K +263 +9%
CM
2038
Cercano Management
Washington
$790K -$150K -449 -13%
SL
2039
Summitry LLC
California
$788K +$659K +1,976 +186%
MQWP
2040
Morey & Quinn Wealth Partners
Nebraska
$787K -$5K -15 -0.5%
BOJHT
2041
Bank of Jackson Hole Trust
Wyoming
$786K +$161K +484 +22%
LCS
2042
Levin Capital Strategies
New York
$786K -$267K -800 -21%
LCGC
2043
Legacy Capital Group California
California
$784K +$291K +872 +40%
ITIM
2044
Indiana Trust & Investment Management
Indiana
$782K -$15K -45 -1%
PCA
2045
Private Capital Advisors
Connecticut
$782K +$450K +1,351 +81%
GCM
2046
G2 Capital Management
Ohio
$781K +$63.3K +190 +7%
WQ
2047
Wealth Quarterback
New Jersey
$781K +$210K +630 +26%
AFG
2048
Altiora Financial Group
Ohio
$780K +$254K +762 +34%
CFO
2049
Custos Family Office
Texas
$778K +$5.33K +16 +0.5%
LI
2050
LRI Investments
Florida
$778K +$444K +1,332 +80%
80 81
82
83 84