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Name Holding Trade Value Shares
Change 		Change in
Stake
HI
2026
Hoey Investments
Pennsylvania
$158K +$142K +2,000 New
CBT
2027
CoreFirst Bank & Trust
Kansas
$156K -$116K -1,633 -45%
LA
2028
LM Advisors
California
$153K +$138K +1,942 New
BGAI
2029
Bruce G. Allen Investments
Colorado
$152K +$137K +1,924 New
OPTFSNA
2030
Old Point Trust & Financial Services N A
Virginia
$151K +$136K +1,916 New
KA
2031
Kozak & Associates
Colorado
$151K -$191K -2,683 -58%
CWP
2032
Concord Wealth Partners
Virginia
$151K -$236K -3,320 -63%
SAI
2033
Systematic Alpha Investments
New Jersey
$150K – – –
EBA
2034
Eagle Bay Advisors
New York
$150K -$9.18K -129 -6%
IGWM
2035
ICA Group Wealth Management
Colorado
$146K +$131K +1,844 New
SOAMC
2036
Spirit of America Management Corp
New York
$143K – – –
AAG
2037
Armstrong Advisory Group
Massachusetts
$143K +$4.13K +58 +3%
NRG
2038
Nemes Rush Group
Michigan
$141K -$9.61K -135 -7%
WPA
2039
West Paces Advisors
Georgia
$141K +$1.64K +23 +1%
A
2040
AJOVista
Massachusetts
$140K +$126K +1,774 New
PPC
2041
Park Place Capital
Alabama
$140K -$61.6K -866 -33%
NIMI
2042
Natixis Investment Managers International
France
$138K +$28.8K +404 +30%
MIM
2043
Meridiem Investment Management
United Kingdom
$135K – – –
PCWA
2044
Pacific Capital Wealth Advisors
California
$135K +$122K +1,714 New
PWMG
2045
Prestige Wealth Management Group
New Jersey
$134K -$6.97K -98 -5%
SFM
2046
Systematic Financial Management
New Jersey
$133K – – –
GFA
2047
Gifford Fong Associates
California
$132K – – –
HWA
2048
HHM Wealth Advisors
Tennessee
$131K -$3.49K -49 -3%
SWM
2049
Sugarloaf Wealth Management
Georgia
$129K +$10.1K +142 +9%
FWM
2050
Focused Wealth Management
New York
$129K -$16.2K -227 -12%
80 81
82
83 84