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Name Holding Trade Value Shares
Change 		Change in
Stake
JHCP
2026
Jackson Hole Capital Partners
Oklahoma
$444K – – –
PWA
2027
Physician Wealth Advisors
Utah
$444K +$437K +2,452 New
AB
2028
Atlas Brown
Kentucky
$442K – – –
HCM
2029
Hutchinson Capital Management
California
$442K +$138K +772 +43%
CBTWT
2030
Community Bank & Trust (Waco, Texas)
Texas
$441K -$24.9K -140 -5%
POIA
2031
Pin Oak Investment Advisors
Texas
$439K -$712 -4 -0.2%
WAM
2032
Winslow Asset Management
Ohio
$439K – – –
SRC
2033
Sage Rhino Capital
California
$438K +$2.31K +13 +0.5%
OWA
2034
Outlook Wealth Advisors
Texas
$437K -$5.17K -29 -1%
BFG
2035
Barber Financial Group
Kansas
$435K – – –
JWM
2036
JGP Wealth Management
Oregon
$432K – – –
BWA
2037
BDO Wealth Advisors
Florida
$431K -$18.2K -102 -4%
DWM
2038
Darwin Wealth Management
Florida
$430K -$17.3K -97 -4%
MC
2039
Miramar Capital
Illinois
$428K -$8.91K -50 -2%
SIA
2040
Starfire Investment Advisers
Michigan
$428K +$8.91K +50 +2%
IC
2041
Inscription Capital
Texas
$428K +$94.8K +532 +27%
LBA
2042
Letko, Brosseau & Associates
Quebec, Canada
$427K +$35.6K +200 +9%
AFNAS
2043
American Financial Network Advisory Services
California
$425K -$703K -3,947 -61%
WA
2044
Waverly Advisors
Alabama
$425K -$14.4K -81 -3%
CASB
2045
Cape Ann Savings Bank
Massachusetts
$425K +$170K +955 +63%
CC
2046
Centiva Capital
New York
$425K +$272K +1,526 +161%
CMI
2047
Clare Market Investments
Texas
$423K -$136K -762 -24%
SCA
2048
Sippican Capital Advisors
Massachusetts
$421K -$8.91K -50 -2%
SEIA
2049
Signature Estate & Investment Advisors
California
$419K -$58.2K -327 -12%
DCM
2050
Dimension Capital Management
Florida
$419K -$1.6K -9 -0.4%
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