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Name Holding Trade Value Shares
Change 		Change in
Stake
SOS
2026
Silver Oak Securities
Tennessee
$3.18M -$22.5K -66 -0.7%
AMCA
2027
Arthur M. Cohen & Associates
Illinois
$3.17M -$17K -50 -0.5%
DWAM
2028
Duncan Williams Asset Management
Tennessee
$3.17M -$101K -296 -3%
UW
2029
Unique Wealth
Florida
$3.16M -$923K -2,709 -23%
ICP
2030
Impact Capital Partners
Colorado
$3.16M -$152K -445 -5%
NG
2031
Novem Group
New York
$3.16M -$34.8K -102 -1%
WSA
2032
Warm Springs Advisors
California
$3.15M -$187K -549 -6%
CWM
2033
Centric Wealth Management
Illinois
$3.15M -$110K -322 -3%
STS
2034
SG Trading Solutions
Utah
$3.14M +$3.05M +8,955 New
TWM
2035
Thrive Wealth Management
Pennsylvania
$3.13M +$1.7K +5 +0.1%
7WCP
2036
71 West Capital Partners
Massachusetts
$3.13M +$3.04M +8,911 New
FMWA
2037
Forvis Mazars Wealth Advisors
Missouri
$3.12M +$143K +421 +5%
CGFA
2038
Colton Groome Financial Advisors
North Carolina
$3.09M +$284K +833 +10%
AWE
2039
Avidian Wealth Enterprises
Texas
$3.09M -$68.5K -201 -2%
CAG
2040
Csenge Advisory Group
Florida
$3.09M -$218K -640 -7%
LWA
2041
Lineweaver Wealth Advisors
Ohio
$3.09M +$169K +495 +6%
WFI
2042
West Family Investments
California
$3.08M -$20.4K -60 -0.7%
BLC
2043
Brown, Lisle/Cummings
Rhode Island
$3.08M – – –
PH
2044
Pinnacle Holdings
Oklahoma
$3.07M -$37.1K -109 -1%
CAM
2045
Cozad Asset Management
Illinois
$3.07M -$94.4K -277 -3%
PSB
2046
Passumpsic Savings Bank
Vermont
$3.07M +$2.98M +8,755 New
LAM
2047
L2 Asset Management
Massachusetts
$3.07M +$218K +640 +8%
CAMV
2048
Concord Asset Management (Virginia)
Virginia
$3.06M +$113K +333 +4%
CAG
2049
Cypress Advisory Group
Arizona
$3.06M – – –
MA
2050
MONECO Advisors
Connecticut
$3.06M +$42.6K +125 +1%
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