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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
2026
Northwest Capital Management
Oregon
$20K – – –
SA
2027
SRH Advisors
Kansas
$19.6K – – –
WIA
2028
Wetzel Investment Advisors
Indiana
$19.5K – – –
CPG
2029
Cornerstone Planning Group
New Jersey
$19.1K -$14.9K -98 -43%
EC
2030
Elequin Capital
New York
$18.9K +$16.5K +109 New
SHIM
2031
Stone House Investment Management
Pennsylvania
$18.8K – – –
KA
2032
Kozak & Associates
Colorado
$18.4K – – –
CTA
2033
Colonial Trust Advisors
South Carolina
$18.3K -$22.8K -150 -59%
SWM
2034
Sugarloaf Wealth Management
Georgia
$18.2K +$152 +1 +1%
RWM
2035
Raffa Wealth Management
District of Columbia
$18.1K -$758 -5 -5%
MLA
2036
MB, Levis & Associates
Pennsylvania
$18.1K – – –
KFP
2037
Keener Financial Planning
Texas
$18K – – –
BCC
2038
Biglari Capital Corp
Texas
$17.4K -$137K -900 -90%
OCM
2039
Orion Capital Management
California
$17.4K -$71.3K -470 -82%
CFS
2040
CGC Financial Services
Oregon
$17.4K – – –
LG
2041
LAM Group
Oregon
$17.4K – – –
IWA
2042
IBEX Wealth Advisors
New Jersey
$17.4K +$15.2K +100 New
SN
2043
Sittner & Nelson
Oregon
$17.4K +$15.2K +100 New
SPM
2044
Symmetry Peak Management
Pennsylvania
$17.4K +$15.2K +100 New
APC
2045
Aspire Private Capital
North Carolina
$17K – – –
CJL
2046
Cyrus J. Lawrence
New York
$17K +$15.2K +100 New
MSG
2047
Main Street Group
Virginia
$16.4K – – –
FNWA
2048
Financial Network Wealth Advisors
Utah
$16.3K +$14.3K +94 New
CWM
2049
Cedar Wealth Management
California
$16K -$4.1K -27 -23%
PP
2050
Pacifica Partners
Canada
$15.5K – – –