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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2026
Faithward Advisors
Pennsylvania
$526K -$11.3K -260 -2%
CIC
2027
Chase Investment Counsel
Virginia
$523K – – –
SAF
2028
Smith Anglin Financial
Texas
$523K -$26.9K -622 -5%
CF
2029
Convergence Financial
Missouri
$521K +$97.6K +2,253 +23%
WMP
2030
Wealth Management Partners
Arizona
$521K +$42.5K +982 +9%
SKK
2031
Shepherd Kaplan Krochuk
Massachusetts
$520K -$779 -18 -0.1%
MWA
2032
Midland Wealth Advisors
Illinois
$520K -$78.4K -1,811 -13%
LCM
2033
LVM Capital Management
Michigan
$520K – – –
PIMG
2034
Patriot Investment Management Group
Tennessee
$520K +$52.9K +1,222 +11%
CA
2035
Cresta Advisors
Texas
$520K – – –
QFA
2036
Quantum Financial Advisors
California
$519K +$5.93K +137 +1%
BBW
2037
Blue Barn Wealth
Utah
$518K -$42K -969 -7%
NAMP
2038
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$518K -$29.7K -685 -5%
MAMG
2039
Milestone Asset Management Group
Connecticut
$517K -$523K -12,086 -50%
AIA
2040
AssuredPartners Investment Advisors
Florida
$516K -$578K -13,338 -53%
SPA
2041
Sherbrooke Park Advisers
New York
$515K +$515K +11,891 New
IPWA
2042
International Private Wealth Advisors
California
$514K -$11K -254 -2%
TWM
2043
TriaGen Wealth Management
California
$514K +$43.7K +1,008 +9%
HWA
2044
HCR Wealth Advisors
California
$512K +$38.7K +894 +8%
PCM
2045
Perkins Capital Management
Minnesota
$511K – – –
IWN
2046
Independent Wealth Network
Iowa
$510K +$6.71K +155 +1%
IHL
2047
Investment House LLC
California
$510K -$25.3K -585 -5%
IG
2048
ING Group
Netherlands
$507K -$23.5M -541,579 -98%
AHL
2049
Abel Hall LLC
Louisiana
$507K +$23.3K +537 +5%
CFO
2050
CVA Family Office
Colorado
$507K -$19.2K -444 -4%
80 81
82
83 84