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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
2026
Hemington Wealth Management
Virginia
$112K -$4.45K -40 -4%
JFGIW
2027
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$112K +$53.1K +478 +78%
C
2028
Covestor
United Kingdom
$111K -$1.45K -13 -1%
RTC
2029
Riverview Trust Company
Washington
$110K -$2.89K -26 -2%
AT
2030
Avalon Trust
New Mexico
$109K -$4.67K -42 -4%
WPA
2031
West Paces Advisors
Georgia
$109K -$5.56K -50 -5%
HIMS
2032
Hager Investment Management Services
New Hampshire
$108K -$462K -4,155 -80%
GEA
2033
Glen Eagle Advisors
New Jersey
$107K +$1.67K +15 +1%
RWM
2034
Rialto Wealth Management
New York
$106K -$2.45K -22 -2%
CWM
2035
Cranbrook Wealth Management
Michigan
$105K – – –
RFG
2036
REAP Financial Group
Texas
$105K -$334 -3 -0.3%
RA
2037
Rise Advisors
New York
$104K +$16.1K +145 +17%
ECM
2038
EMC Capital Management
Texas
$102K +$111K +1,000 New
PB
2039
Pinnacle Bancorp
Nebraska
$100K +$43K +387 +66%
ANBT
2040
American National Bank & Trust
Texas
$97K +$5.56K +50 +6%
DMBA
2041
Deseret Mutual Benefit Administrators
Utah
$96.7K +$17.1K +154 +20%
WSC
2042
Wellington Shields & Co
New York
$96.5K +$3.56K +32 +4%
EPIMS
2043
Evelyn Partners Investment Management Services
$96.3K – – –
RFS
2044
Richardson Financial Services
Massachusetts
$94.7K +$1.11K +10 +1%
API
2045
Asset Planning Inc
California
$94.5K – – –
BL
2046
Bleichroeder LP
New York
$93.8K – – –
ABWM
2047
Alpine Bank Wealth Management
Colorado
$92.5K +$100K +900 New
BIA
2048
Bell Investment Advisors
California
$91.4K -$3.56K -32 -3%
SIC
2049
SJS Investment Consulting
Ohio
$89.9K +$890 +8 +0.9%
SFGP
2050
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$89.2K -$1.33K -12 -1%
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82
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