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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
2026
Goldenstone Wealth Management
California
$1.44M +$34.2K +83 +2%
RA
2027
Rational Advisors
New York
$1.43M -$173K -420 -10%
GTWM
2028
Global Trust Wealth Management
Florida
$1.43M +$25.5K +62 +2%
SF
2029
Sun Financial
Utah
$1.43M +$31.3K +76 +2%
GAM
2030
Gemmer Asset Management
California
$1.43M -$166K -402 -9%
PCM
2031
Presidio Capital Management
California
$1.43M -$108K -262 -6%
EAM
2032
Empirical Asset Management
Massachusetts
$1.43M +$16.5K +40 +1%
JWBC
2033
J.W. Burns & Co
New York
$1.43M +$17.7K +43 +1%
BHC
2034
Bull Harbor Capital
Maryland
$1.43M +$1.58M +3,843 New
SB
2035
SIG Brokerage
New York
$1.43M +$1.58M +3,843 New
IWN
2036
Independent Wealth Network
Iowa
$1.42M +$51.9K +126 +3%
NS
2037
NBC Securities
Alabama
$1.42M +$21K +51 +1%
CCM
2038
Cloud Capital Management
Washington
$1.42M +$41.6K +101 +3%
OFO
2039
OneAscent Family Office
Alabama
$1.42M +$89.4K +217 +6%
JAG
2040
Journey Advisory Group
Kentucky
$1.42M -$61K -148 -4%
GS
2041
GWN Securities
Florida
$1.41M +$220K +533 +16%
BFG
2042
Beacon Financial Group
Texas
$1.41M -$66.7K -162 -4%
LCG
2043
Lakeshore Capital Group
Illinois
$1.4M +$13.6K +33 +0.9%
OAS
2044
Optivise Advisory Services
Tennessee
$1.4M +$23.5K +57 +2%
ISL
2045
Ingalls & Snyder LLC
New York
$1.4M +$71.3K +173 +5%
EGM
2046
Engineers Gate Manager
New York
$1.4M -$2.03M -4,925 -57%
WIM
2047
Westside Investment Management
California
$1.4M +$96.8K +235 +7%
PWA
2048
Primoris Wealth Advisors
Florida
$1.4M -$315K -765 -17%
GDP
2049
Great Diamond Partners
Maine
$1.4M +$32.5K +79 +2%
SPI
2050
Sutton Place Investors
New York
$1.4M +$49.4K +120 +3%
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