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Name Holding Trade Value Shares
Change 		Change in
Stake
I2I
2026
Insight 2811 Inc
Illinois
$488K -$36.6K -972 -7%
SA
2027
Shilanski & Associates
Alaska
$487K +$466K +12,363 New
CIM
2028
CIM Investment Management
Pennsylvania
$486K +$465K +12,344 New
GAG
2029
GM Advisory Group
New York
$486K -$29.2K -775 -6%
NAS
2030
Nicolet Advisory Services
Wisconsin
$486K +$53.6K +1,422 +14%
EWA
2031
Encompass Wealth Advisors
Oregon
$486K +$1.66K +44 +0.4%
SPA
2032
Sherbrooke Park Advisers
New York
$485K +$463K +12,300 New
IWA
2033
Intercontinental Wealth Advisors
Texas
$483K -$18K -477 -4%
HL
2034
HeadInvest LLC
Maine
$483K -$34.3K -910 -7%
NICM
2035
Neo Ivy Capital Management
New York
$482K +$461K +12,222 New
BAM
2036
Brave Asset Management
New Jersey
$482K -$124K -3,303 -21%
VF
2037
Virtu Financial
New York
$481K -$1.58M -41,840 -77%
WA
2038
Wealth Architects
California
$480K -$34.6K -917 -7%
MAM
2039
Mystic Asset Management
Rhode Island
$480K -$52.1K -1,383 -10%
SFWC
2040
Strategic Family Wealth Counselors
New Jersey
$480K -$16.1K -428 -3%
AT
2041
Arvest Trust
Oklahoma
$480K -$31.4K -833 -6%
COCM
2042
Charter Oak Capital Management
New Hampshire
$479K -$9.19K -244 -2%
DWM
2043
Darwin Wealth Management
Florida
$478K -$49.5K -1,313 -10%
FW
2044
FirstPurpose Wealth
Utah
$478K -$158K -4,205 -26%
SI
2045
Saxon Interests
Texas
$477K -$25.7K -681 -6%
EWM
2046
Empirical Wealth Management
Washington
$476K +$19.1K +506 +4%
VFPW
2047
Vantage Financial Partners (Wisconsin)
Wisconsin
$476K +$157K +4,175 +53%
AWM
2048
Adams Wealth Management
Utah
$475K +$127K +3,372 +39%
YIA
2049
YHB Investment Advisors
Connecticut
$474K -$9.98K -265 -2%
MSWM
2050
McGlone Suttner Wealth Management
Wisconsin
$473K +$452K +12,000 New
80 81
82
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