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Name Holding Trade Value Shares
Change 		Change in
Stake
LF
2026
Lee Financial
Texas
$343K +$104K +725 +49%
BFC
2027
Bedel Financial Consulting
Indiana
$342K – – –
1IA
2028
1834 Investment Advisors
Wisconsin
$340K – – –
MIG
2029
McGuire Investment Group
Rhode Island
$339K – – –
VCM
2030
Vivaldi Capital Management
Illinois
$339K +$6.77K +47 +2%
ONST
2031
Old North State Trust
North Carolina
$339K +$12.7K +88 +4%
SGCA
2032
Steel Grove Capital Advisors
Tennessee
$338K -$2.95M -20,471 -90%
HIS
2033
Horizon Investment Services
Indiana
$338K – – –
SFG
2034
StrategIQ Financial Group
Indiana
$338K +$21.6K +150 +7%
SMH
2035
Sanders Morris Harris
Texas
$337K – – –
KAM
2036
Kazazian Asset Management
Florida
$336K -$43.4K -301 -12%
AMCA
2037
Arthur M. Cohen & Associates
Illinois
$336K – – –
FA
2038
Fortis Advisors
Pennsylvania
$336K – – –
HIM
2039
Harbour Investment Management
Washington
$334K +$43.1K +299 +16%
RWM
2040
RKL Wealth Management
Pennsylvania
$333K -$288 -2 -0.1%
OCM
2041
One Capital Management
California
$332K -$173K -1,198 -36%
FC
2042
Fayerweather Charles
$332K -$5.04K -35 -2%
FPCG
2043
Fort Pitt Capital Group
Pennsylvania
$331K -$317K -2,202 -51%
CWA
2044
Clarus Wealth Advisors
Arizona
$328K -$49.3K -342 -14%
MC
2045
Miles Capital
Iowa
$328K -$42.4K -294 -12%
BFWA
2046
Benchmark Financial Wealth Advisors
Florida
$328K +$30.4K +211 +11%
SCA
2047
STALEY CAPITAL ADVISERS
Pennsylvania
$327K +$15K +104 +5%
AIS
2048
American Investment Services
Massachusetts
$326K -$9.22K -64 -3%
ATC
2049
Adirondack Trust Company
New York
$325K – – –
CA
2050
Cumberland Advisors
Florida
$323K – – –
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