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Name Holding Trade Value Shares
Change 		Change in
Stake
NB
2026
Northwest Bancshares
Pennsylvania
$16.2M -$485K -2,602 -3%
SFA
2027
Souders Financial Advisors
Ohio
$16.2M +$426K +2,283 +3%
WA
2028
WealthTrust Axiom
Pennsylvania
$16.2M -$746 -4 -0%
BIC
2029
Beach Investment Counsel
Pennsylvania
$16.2M -$4.7M -25,179 -25%
GMA
2030
Glassy Mountain Advisors
Maryland
$16.2M +$255K +1,368 +2%
UF
2031
Univest Financial
Pennsylvania
$16.2M +$199K +1,066 +1%
BWP
2032
Balboa Wealth Partners
Arizona
$16.2M +$755K +4,049 +6%
WAS
2033
WESPAC Advisors SoCal
California
$16.1M -$3.66M -19,608 -20%
EAMA
2034
EFG Asset Management (Americas)
Florida
$16.1M +$4.4M +23,588 +45%
IFS
2035
Ifrah Financial Services
Arkansas
$16.1M +$603K +3,234 +4%
PFGIA
2036
Patriot Financial Group Insurance Agency
Massachusetts
$16.1M -$238K -1,275 -2%
FNWM
2037
Financial Network Wealth Management
Utah
$16.1M -$141K -757 -1%
APW
2038
Austin Private Wealth
Texas
$16M +$53.9K +289 +0.4%
TPCM
2039
Two Point Capital Management
New York
$16M -$4.66K -25 -0%
FCFC
2040
First Commonwealth Financial Corp
Pennsylvania
$16M +$38.8K +208 +0.3%
CWP
2041
Concord Wealth Partners
Virginia
$16M +$750K +4,022 +6%
LF
2042
Lee Financial
Texas
$16M +$432K +2,319 +3%
SP
2043
Stablepoint Partners
Massachusetts
$16M -$496K -2,662 -4%
AB
2044
Atlas Brown
Kentucky
$15.9M -$438K -2,349 -3%
LFA
2045
Legacy Financial Advisors
Kentucky
$15.9M +$360K +1,929 +3%
WMA
2046
Wealth Management Associates
New Jersey
$15.9M – – –
CT
2047
Clearstead Trust
Maine
$15.9M +$541K +2,899 +4%
FPCP
2048
Fort Point Capital Partners
California
$15.9M -$820K -4,399 -6%
FDP
2049
Financiere des Professionnels
Quebec, Canada
$15.9M +$967K +5,185 +8%
NDSI
2050
Newman Dignan & Sheerar Inc
Rhode Island
$15.9M +$2.1M +11,263 +18%
80 81
82
83 84