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Name Holding Trade Value Shares
Change 		Change in
Stake
MIH
2026
Meitav Investment House
Israel
$993K -$1.4M -4,650 -60%
AWC
2027
Adamsbrown Wealth Consultants
Kansas
$992K +$83.5K +277 +10%
PA
2028
PSI Advisors
Florida
$991K +$105K +348 +13%
PCA
2029
Private Capital Advisors
Connecticut
$991K +$30.7K +102 +3%
RCM
2030
Raleigh Capital Management
North Carolina
$990K +$167K +554 +22%
LCS
2031
Levin Capital Strategies
New York
$988K +$23.8K +79 +3%
BFG
2032
Beacon Financial Group
Texas
$988K +$282K +937 +43%
IGGA
2033
Iron Gate Global Advisors
Utah
$987K +$218K +724 +30%
CCM
2034
Courage Capital Management
Tennessee
$985K +$934K +3,100 New
AWM
2035
Austin Wealth Management
Texas
$984K -$301 -1 -0%
MQWP
2036
Morey & Quinn Wealth Partners
Nebraska
$983K +$18.1K +60 +2%
PFW
2037
Petros Family Wealth
Minnesota
$983K +$42.2K +140 +5%
AC
2038
ASB Consultores
Florida
$983K +$9.94K +33 +1%
AWA
2039
Aletheian Wealth Advisors
Washington
$983K -$72.6K -241 -7%
CTA
2040
Chesley Taft & Associates
Illinois
$983K -$4.22K -14 -0.5%
BT
2041
Banque Transatlantique
France
$981K -$50.9K -169 -5%
HWM
2042
Hemington Wealth Management
Virginia
$979K -$23.8K -79 -2%
BWM
2043
BCS Wealth Management
Tennessee
$979K +$571K +1,895 +160%
PFG
2044
PAX Financial Group
Texas
$976K -$763K -2,532 -45%
FUBT
2045
First United Bank & Trust
Maryland
$976K +$400K +1,328 +76%
SIG
2046
Stonegate Investment Group
Alabama
$973K -$55.1K -183 -6%
NSIM
2047
North Star Investment Management
Illinois
$973K +$55.7K +185 +6%
PIFP
2048
Partners in Financial Planning
Virginia
$972K +$922K +3,061 New
DL
2049
DOHJ LLC
Washington
$972K +$21.7K +72 +2%
ACS
2050
Archford Capital Strategies
Illinois
$969K +$305K +1,011 +50%
80 81
82
83 84