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Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
2026
Sargent Investment Group
Maryland
$441K -$91K -2,459 -17%
CYG
2027
Clean Yield Group
Vermont
$439K -$32.6K -882 -7%
VCM
2028
Vivaldi Capital Management
Illinois
$439K -$133K -3,606 -23%
SFG
2029
Sather Financial Group
Texas
$439K – – –
EWM
2030
Endurance Wealth Management
Rhode Island
$438K – – –
SWA
2031
Sutton Wealth Advisors
Florida
$438K -$241K -6,513 -36%
AWS
2032
Arkfeld Wealth Strategies
Nebraska
$437K -$3.21M -86,703 -87%
YIA
2033
YHB Investment Advisors
Connecticut
$436K -$5.48K -148 -1%
BFIC
2034
Bedell Frazier Investment Counselling
California
$436K -$10.4K -282 -2%
AFT
2035
Alpha Family Trust
California
$434K +$79.4K +2,145 +23%
CAS
2036
Coppell Advisory Solutions
Texas
$434K -$124K -3,357 -22%
GWS
2037
Glassman Wealth Services
Virginia
$431K -$25.2K -680 -6%
AC
2038
Allstate Corporation
Illinois
$430K -$114K -3,068 -21%
ABLA
2039
Alan B. Lancz & Associates
Ohio
$430K -$18.5K -500 -4%
AWM
2040
AllSquare Wealth Management
New York
$429K -$12K -325 -3%
SWA
2041
Sax Wealth Advisors
New Jersey
$429K -$85.7K -2,316 -17%
SIA
2042
Schechter Investment Advisors
Michigan
$428K -$202K -5,447 -32%
MSE
2043
MUFG Securities EMEA
United Kingdom
$427K +$86.8K +2,344 +26%
LSA
2044
Lion Street Advisors
Texas
$427K -$328K -8,863 -52%
GWP
2045
Gateway Wealth Partners
Wisconsin
$425K +$43.1K +1,164 +11%
SRC
2046
Shufro Rose & Co
New York
$424K -$77.9K -2,105 -16%
CMP
2047
Coston McIsaac & Partners
Maine
$423K -$3.26K -88 -0.8%
CFS
2048
CRA Financial Services
New Jersey
$422K +$13.7K +370 +3%
SGK
2049
Steigerwald Gordon & Koch
Virginia
$421K -$115K -3,096 -21%
BAM
2050
Boyar Asset Management
New York
$420K – – –
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