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Name Holding Trade Value Shares
Change 		Change in
Stake
AWAU
2026
Alliance Wealth Advisors (Utah)
Utah
$207K +$46.5K +554 +25%
HP
2027
Hyperion Partners
Pennsylvania
$207K +$3.52K +42 +2%
CIP
2028
Chartwell Investment Partners
Pennsylvania
$206K +$10.7K +128 +5%
AAG
2029
Armstrong Advisory Group
Massachusetts
$204K -$17.8K -212 -7%
HFS
2030
Heritage Financial Services
Massachusetts
$203K -$341K -4,069 -60%
IA
2031
Insight Advisors
Pennsylvania
$203K -$278K -3,318 -55%
DA
2032
Drake & Associates
Wisconsin
$202K -$17.4K -207 -7%
AWA
2033
Amplius Wealth Advisors
Pennsylvania
$202K +$3.19K +38 +1%
BONST
2034
Bank of Nova Scotia Trust
Ontario, Canada
$202K +$40.7K +485 +22%
FWA
2035
FOCUS Wealth Advisors
Texas
$202K +$227K +2,713 New
RBC
2036
Roble Belko & Company
Pennsylvania
$201K -$25.2K -300 -10%
NJBEST
2037
New Jersey Better Educational Savings Trust
New Jersey
$201K – – –
RWMH
2038
Riverpoint Wealth Management Holdings
Illinois
$200K -$503 -6 -0.2%
GITFIT
2039
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$195K +$220K +2,620 New
NECFA
2040
New England Capital Financial Advisors
Connecticut
$195K +$1.34K +16 +0.6%
WPA
2041
West Paces Advisors
Georgia
$194K -$4.28K -51 -2%
IGWM
2042
ICA Group Wealth Management
Colorado
$191K -$62.1K -741 -22%
ICM
2043
Islay Capital Management
Texas
$189K – – –
LFA
2044
Laraway Financial Advisors
Minnesota
$189K – – –
CHA
2045
Carmichael Hill & Associates
Maryland
$187K +$84 +1 +0%
CA
2046
Centerpoint Advisors
Massachusetts
$187K +$335 +4 +0.2%
CFD
2047
Creative Financial Designs
Indiana
$185K -$1.09K -13 -0.5%
UCB
2048
United Community Bank
South Carolina
$185K – – –
SOW
2049
State of Wyoming
Wyoming
$184K -$211K -2,514 -50%
CIR
2050
Clear Investment Research
Georgia
$181K +$335 +4 +0.2%
80 81
82
83 84