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Name Holding Trade Value Shares
Change 		Change in
Stake
VC
2026
Veracity Capital
Georgia
$273K -$13.5K -122 -6%
FDDB
2027
Fidelity D&D Bancorp
Pennsylvania
$273K -$9.63K -87 -4%
HL
2028
HeadInvest LLC
Maine
$273K -$41.5K -375 -15%
TWM
2029
Tripletail Wealth Management
Florida
$272K -$1.66K -15 -0.7%
ONST
2030
Old North State Trust
North Carolina
$272K +$228K +2,062 New
PWS
2031
Peloton Wealth Strategists
Indiana
$271K +$227K +2,052 New
CNBTD
2032
Citizens National Bank Trust Department
Mississippi
$271K -$14K -126 -6%
SI
2033
Seeds Investor
New York
$270K +$252K +2,276 New
SFO
2034
Stenger Family Office
Illinois
$270K +$227K +2,047 New
TAM
2035
Townsend Asset Management
North Carolina
$270K +$227K +2,047 New
MPWS
2036
McCarter Private Wealth Services
Massachusetts
$269K +$226K +2,040 New
RBWA
2037
RFG - Bristol Wealth Advisors
Massachusetts
$269K +$226K +2,037 New
AAM
2038
Aureus Asset Management
Massachusetts
$267K +$224K +2,026 New
PM
2039
Penbrook Management
New York
$267K +$224K +2,025 New
IWN
2040
Independent Wealth Network
Iowa
$266K +$223K +2,018 New
CFCI
2041
Comprehensive Financial Consultants Institutional
Indiana
$266K +$223K +2,017 New
MFT
2042
Moisand Fitzgerald Tamayo
Florida
$266K -$221 -2 -0.1%
OPWM
2043
Oregon Pacific Wealth Management
Oregon
$266K -$44.2K -399 -17%
WPC
2044
Waters Parkerson & Co
Louisiana
$266K -$14.7K -133 -6%
SOW
2045
State of Wyoming
Wyoming
$266K +$223K +2,012 New
MCA
2046
Millennium Capital Advisors
Arkansas
$265K +$223K +2,010 New
SAW
2047
Signal Advisors Wealth
Michigan
$265K +$222K +2,009 New
JC
2048
JB Capital
Connecticut
$264K +$222K +2,002 New
MWA
2049
Midland Wealth Advisors
Illinois
$264K -$16.7K -151 -7%
WAS
2050
Wealth Advisory Solutions
Indiana
$264K -$152K -1,375 -41%
80 81
82
83 84