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Name Holding Trade Value Shares
Change 		Change in
Stake
RS
2026
Rakuten Securities
Japan
$221K +$42.5K +580 +23%
DI
2027
Diligent Investors
California
$221K +$225K +3,063 New
RCA
2028
Rose Capital Advisors
Florida
$221K +$224K +3,061 New
SIA
2029
Spectrum Investment Advisors
Wisconsin
$220K +$224K +3,055 New
AWA
2030
Amplius Wealth Advisors
Pennsylvania
$220K +$9.9K +135 +5%
BWM
2031
BankPlus Wealth Management
Mississippi
$220K +$224K +3,051 New
ICP
2032
Impact Capital Partners
Colorado
$220K -$52.1K -711 -19%
WCG
2033
Weaver Consulting Group
California
$220K -$5.21K -71 -2%
SFP
2034
Shepherd Financial Partners
Massachusetts
$219K -$40.1K -547 -15%
AAMG
2035
AMG Asset Management Group
Georgia
$219K -$220 -3 -0.1%
GF
2036
GGM Financials
Ohio
$219K – – –
WPW
2037
Watershed Private Wealth
Illinois
$218K – – –
LA
2038
LexAurum Advisors
Kansas
$218K +$222K +3,025 New
SF
2039
Symphony Financial
Texas
$218K -$15.3K -208 -6%
FFN
2040
Focus Financial Network
Minnesota
$217K +$5.79K +79 +3%
KC
2041
Knuff & Co
California
$216K – – –
I
2042
InvesTrust
Oklahoma
$216K +$220K +3,000 New
SGCM
2043
Sanchez Gaunt Capital Management
Nevada
$216K +$6.45K +88 +3%
MCM
2044
Moore Capital Management
New York
$215K -$1.27M -17,260 -85%
SWGC
2045
Summit Wealth Group (Colorado)
Colorado
$215K +$219K +2,982 New
CSA
2046
Cornerstone Select Advisors
Missouri
$215K +$218K +2,978 New
TFGT
2047
TS Financial Group (TSFG)
Illinois
$214K -$43K -587 -17%
NFC
2048
Northstar Financial Companies
Pennsylvania
$214K +$217K +2,965 New
RWA
2049
Rooted Wealth Advisors
Illinois
$213K +$217K +2,958 New
AA
2050
Armis Advisers
Georgia
$213K -$59.5K -811 -22%
80 81
82
83 84