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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2026
Vivaldi Capital Management
Illinois
$439K -$133K -3,606 -23%
SFG
2027
Sather Financial Group
Texas
$439K – – –
EWM
2028
Endurance Wealth Management
Rhode Island
$438K – – –
SWA
2029
Sutton Wealth Advisors
Florida
$438K -$241K -6,513 -36%
AWS
2030
Arkfeld Wealth Strategies
Nebraska
$437K -$3.21M -86,703 -87%
YIA
2031
YHB Investment Advisors
Connecticut
$436K -$5.48K -148 -1%
BFIC
2032
Bedell Frazier Investment Counselling
California
$436K -$10.4K -282 -2%
AFT
2033
Alpha Family Trust
California
$434K +$79.4K +2,145 +23%
CAS
2034
Coppell Advisory Solutions
Texas
$434K -$124K -3,357 -22%
GWS
2035
Glassman Wealth Services
Virginia
$431K -$25.2K -680 -6%
AC
2036
Allstate Corporation
Illinois
$430K -$114K -3,068 -21%
ABLA
2037
Alan B. Lancz & Associates
Ohio
$430K -$18.5K -500 -4%
AWM
2038
AllSquare Wealth Management
New York
$429K -$12K -325 -3%
SWA
2039
Sax Wealth Advisors
New Jersey
$429K -$85.7K -2,316 -17%
SIA
2040
Schechter Investment Advisors
Michigan
$428K -$202K -5,447 -32%
MSE
2041
MUFG Securities EMEA
United Kingdom
$427K +$86.8K +2,344 +26%
LSA
2042
Lion Street Advisors
Texas
$427K -$328K -8,863 -52%
GWP
2043
Gateway Wealth Partners
Wisconsin
$425K +$43.1K +1,164 +11%
SRC
2044
Shufro Rose & Co
New York
$424K -$77.9K -2,105 -16%
CMP
2045
Coston McIsaac & Partners
Maine
$423K -$3.26K -88 -0.8%
CFS
2046
CRA Financial Services
New Jersey
$422K +$13.7K +370 +3%
SGK
2047
Steigerwald Gordon & Koch
Virginia
$421K -$115K -3,096 -21%
BAM
2048
Boyar Asset Management
New York
$420K – – –
AGA
2049
Arkos Global Advisors
Texas
$419K -$17.3K -467 -4%
CCWA
2050
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$419K +$29.8K +804 +8%
80 81
82
83 84