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Name Holding Trade Value Shares
Change 		Change in
Stake
HP
2026
Hyperion Partners
Pennsylvania
$207K +$3.52K +42 +2%
CIP
2027
Chartwell Investment Partners
Pennsylvania
$206K +$10.7K +128 +5%
AAG
2028
Armstrong Advisory Group
Massachusetts
$204K -$17.8K -212 -7%
HFS
2029
Heritage Financial Services
Massachusetts
$203K -$341K -4,069 -60%
IA
2030
Insight Advisors
Pennsylvania
$203K -$278K -3,318 -55%
DA
2031
Drake & Associates
Wisconsin
$202K -$17.4K -207 -7%
AWA
2032
Amplius Wealth Advisors
Pennsylvania
$202K +$3.19K +38 +1%
BONST
2033
Bank of Nova Scotia Trust
Ontario, Canada
$202K +$40.7K +485 +22%
FWA
2034
FOCUS Wealth Advisors
Texas
$202K +$227K +2,713 New
RBC
2035
Roble Belko & Company
Pennsylvania
$201K -$25.2K -300 -10%
NJBEST
2036
New Jersey Better Educational Savings Trust
New Jersey
$201K – – –
RWMH
2037
Riverpoint Wealth Management Holdings
Illinois
$200K -$503 -6 -0.2%
GITFIT
2038
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$195K +$220K +2,620 New
NECFA
2039
New England Capital Financial Advisors
Connecticut
$195K +$1.34K +16 +0.6%
WPA
2040
West Paces Advisors
Georgia
$194K -$4.28K -51 -2%
IGWM
2041
ICA Group Wealth Management
Colorado
$191K -$62.1K -741 -22%
ICM
2042
Islay Capital Management
Texas
$189K – – –
LFA
2043
Laraway Financial Advisors
Minnesota
$189K – – –
CHA
2044
Carmichael Hill & Associates
Maryland
$187K +$84 +1 +0%
CA
2045
Centerpoint Advisors
Massachusetts
$187K +$335 +4 +0.2%
CFD
2046
Creative Financial Designs
Indiana
$185K -$1.09K -13 -0.5%
UCB
2047
United Community Bank
South Carolina
$185K – – –
SOW
2048
State of Wyoming
Wyoming
$184K -$211K -2,514 -50%
CIR
2049
Clear Investment Research
Georgia
$181K +$335 +4 +0.2%
NIC
2050
Northwest Investment Counselors
Oregon
$178K -$112K -1,337 -36%
80 81
82
83 84