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Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
2026
Glen Eagle Advisors
New Jersey
$317K – – –
ACM
2027
Ashford Capital Management
Delaware
$315K – – –
TIM
2028
Total Investment Management
Arizona
$315K +$811 +7 +0.3%
AIA
2029
Alera Investment Advisors
Illinois
$315K +$336K +2,899 New
LFA
2030
Landmark Financial Advisors
Kentucky
$314K -$28.7K -248 -8%
VIM
2031
Vista Investment Management
Pennsylvania
$314K +$12.4K +107 +4%
CA
2032
Cornerstone Advisory
Maryland
$313K -$5.1K -44 -2%
HWMG
2033
Hurlow Wealth Management Group
Indiana
$312K +$322K +2,779 New
LC
2034
Lindbrook Capital
California
$312K +$333K +2,876 New
AIM
2035
Arcadia Investment Management
Michigan
$311K +$16.3K +141 +5%
FFC
2036
First Financial Corp
Indiana
$310K -$1.85K -16 -0.6%
NWM
2037
Northwest Wealth Management
Iowa
$310K +$33.4K +288 +11%
FAG
2038
Financial Advisory Group
Texas
$306K +$811 +7 +0.2%
BIA
2039
Barry Investment Advisors
Massachusetts
$306K +$6.49K +56 +2%
SIMM
2040
Stillwater Investment Management (Minnesota)
Minnesota
$305K +$3.13K +27 +1%
TAM
2041
Trillium Asset Management
Massachusetts
$305K +$4.05K +35 +1%
CHA
2042
Carmichael Hill & Associates
Maryland
$304K +$37.1K +320 +13%
CAM
2043
Concorde Asset Management
Michigan
$304K +$118K +1,018 +57%
LIA
2044
LSP Investment Advisors
New York
$302K – – –
NPPM
2045
North Point Portfolio Managers
Ohio
$302K – – –
SCA
2046
Stillwater Capital Advisors
Pennsylvania
$301K – – –
DC
2047
DeDora Capital
California
$300K -$79.4K -685 -20%
AFC
2048
AFT Forsyth & Company
Florida
$300K -$16.8K -145 -5%
SCM
2049
Southport Capital Management
Tennessee
$299K -$5.91K -51 -2%
MA
2050
MCF Advisors
Kentucky
$297K -$63.5K -548 -17%
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