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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2026
Secure Asset Management
Michigan
$1.67M -$8.47K -37 -0.5%
CSI
2027
Cross Staff Investments
New York
$1.67M -$66.6K -291 -4%
CFG
2028
Cooper Financial Group
California
$1.67M +$104K +456 +7%
AC
2029
Aristides Capital
Kentucky
$1.66M – – –
LWM
2030
Lodestone Wealth Management
Washington
$1.66M -$63.6K -278 -4%
TA
2031
Townsend & Associates
Colorado
$1.66M -$125K -545 -7%
BOC
2032
Barbara Oil Co
Illinois
$1.65M – – –
AWG
2033
Altus Wealth Group
Colorado
$1.65M -$22.7K -99 -1%
HIC
2034
Holderness Investments Company
North Carolina
$1.65M +$108K +470 +7%
JIC
2035
Joel Isaacson & Co
New York
$1.64M – – –
WC
2036
Waterloo Capital
Texas
$1.64M +$53.1K +232 +3%
ZIG
2037
Zullo Investment Group
Pennsylvania
$1.63M +$11.4K +50 +0.7%
CPC
2038
Consolidated Planning Corp
Georgia
$1.63M +$356K +1,557 +29%
WWM
2039
WT Wealth Management
Arizona
$1.63M -$292K -1,275 -16%
PSB
2040
Piscataqua Savings Bank
New Hampshire
$1.62M -$29.3K -128 -2%
IFS
2041
Intelligent Financial Strategies
Minnesota
$1.62M +$229 +1 +0%
IC
2042
Inscription Capital
Texas
$1.61M -$379K -1,655 -20%
OCA
2043
Otter Creek Advisors
Florida
$1.6M -$1.34M -5,867 -47%
DA
2044
DCM Advisors
New York
$1.59M +$491K +2,147 +47%
CWM
2045
Connecticut Wealth Management
Connecticut
$1.59M +$595K +2,601 +64%
SHFA
2046
SC&H Financial Advisors
Maryland
$1.59M +$96.4K +421 +7%
NPA
2047
Nichols & Pratt Advisers
Massachusetts
$1.59M +$704K +3,075 +85%
OL
2048
Owen LaRue
Kentucky
$1.59M +$1.53M +6,675 New
KFS
2049
Kurt F. Somerville
$1.59M -$11.4K -50 -0.7%
BA
2050
Ballast Advisors
Minnesota
$1.59M +$110K +479 +8%
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