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Name Holding Trade Value Shares
Change 		Change in
Stake
IHL
2026
Investment House LLC
California
$499K +$4.98K +118 +1%
AWE
2027
Avidian Wealth Enterprises
Texas
$499K -$77.3K -1,833 -13%
MEG
2028
Millstone Evans Group
Colorado
$499K +$526K +12,474 New
RC
2029
Reik & Co
New York
$498K +$42.2K +1,000 +9%
KA
2030
Kooman & Associates
Pennsylvania
$498K -$1.39K -33 -0.3%
GWANC
2031
Guardian Wealth Advisors (North Carolina)
North Carolina
$497K +$61.3K +1,452 +13%
LSIA
2032
LaSalle St. Investment Advisors
Illinois
$497K +$177K +4,184 +51%
SFC
2033
Sprinkle Financial Consultants
Colorado
$497K -$177K -4,192 -25%
WWM
2034
Whalen Wealth Management
Nevada
$497K +$524K +12,422 New
FAN
2035
Financial Advisors Network
California
$497K +$524K +12,421 New
SPA
2036
Sherbrooke Park Advisers
New York
$497K +$524K +12,420 New
TWP
2037
Triad Wealth Partners
Kansas
$497K +$524K +12,418 New
AAM
2038
Augustine Asset Management
Florida
$494K +$43.9K +1,040 +9%
FPWM
2039
FSB Premier Wealth Management
Iowa
$494K -$2.57K -61 -0.5%
IIA
2040
Integral Investment Advisors
California
$494K -$10.3K -243 -2%
OPCM
2041
Osborne Partners Capital Management
California
$494K -$16.2K -383 -3%
MQWP
2042
Morey & Quinn Wealth Partners
Nebraska
$493K +$520K +12,333 New
CFO
2043
CVA Family Office
Colorado
$492K +$26.2K +621 +5%
PA
2044
Probity Advisors
Texas
$491K -$306K -7,254 -37%
MA
2045
MCF Advisors
Kentucky
$491K -$37K -876 -7%
MS
2046
Maven Securities
Jersey
$490K +$517K +12,264 New
CIM
2047
CIM Investment Management
Pennsylvania
$489K -$1.05K -25 -0.2%
LCM
2048
LVM Capital Management
Michigan
$489K +$65.7K +1,557 +15%
SCM
2049
Stonehearth Capital Management
Massachusetts
$489K -$24.6K -583 -5%
SN
2050
Sittner & Nelson
Oregon
$488K -$25.3K -600 -5%
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