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Name Holding Trade Value Shares
Change 		Change in
Stake
SNB
2026
Security National Bank
Nebraska
$141K +$142K +1,212 New
FFA
2027
Fairfield Financial Advisors
Massachusetts
$140K – – –
CAC
2028
Core Alternative Capital
Georgia
$140K -$3.39K -29 -2%
FFO
2029
Fortitude Family Office
Arizona
$139K +$140K +1,200 New
CA
2030
Centerpoint Advisors
Massachusetts
$132K -$1.4K -12 -1%
JFA
2031
JNBA Financial Advisors
Minnesota
$128K -$7.14K -61 -5%
CAL
2032
Capital Advisors Ltd
Ohio
$128K +$2.46K +21 +2%
DF
2033
DecisionPoint Financial
Arizona
$125K +$8.89K +76 +8%
MSG
2034
Main Street Group
Virginia
$125K +$126K +1,074 New
AAP
2035
Arax Advisory Partners
Colorado
$123K -$24.2K -207 -16%
GPI
2036
General Partner Inc
Pennsylvania
$123K – – –
GG
2037
Gleason Group
Kentucky
$121K +$1.17K +10 +1%
AP
2038
Atwood & Palmer
Missouri
$120K -$21.3K -182 -15%
BC
2039
Belmont Capital
California
$120K +$702 +6 +0.6%
TWM
2040
Tradition Wealth Management
Minnesota
$119K -$1.05K -9 -0.9%
SAG
2041
Spotlight Asset Group
Illinois
$117K – – –
ACA
2042
American Capital Advisory
Idaho
$117K +$117K +1,004 New
AFIA
2043
America First Investment Advisors
Nebraska
$116K – – –
WIM
2044
Westside Investment Management
California
$116K – – –
SIS
2045
Strategic Investment Solutions
Illinois
$114K -$5.06M -43,234 -98%
GEA
2046
Glen Eagle Advisors
New Jersey
$114K -$702 -6 -0.6%
ZB
2047
Zions Bancorporation
Utah
$112K +$17.3K +148 +18%
JWA
2048
JFS Wealth Advisors
Pennsylvania
$112K +$8.19K +70 +8%
AFWM
2049
Abich Financial Wealth Management
Virginia
$108K +$109K +930 New
BWM
2050
BKM Wealth Management
Wisconsin
$108K +$109K +930 New
80 81
82
83 84