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Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
2026
Integrated Investment Consultants
Michigan
$1.04M -$58.2K -347 -5%
FNBOSM
2027
First National Bank of South Miami
Florida
$1.04M +$14.3K +85 +1%
RIM
2028
RW Investment Management
Idaho
$1.04M +$36.9K +220 +4%
WA
2029
Wealthstar Advisors
Texas
$1.04M -$3.35K -20 -0.3%
MCM
2030
Manchester Capital Management
Vermont
$1.04M -$838 -5 -0.1%
CIA
2031
Cascade Investment Advisors
Oregon
$1.03M +$89.7K +535 +9%
WCM
2032
Washburn Capital Management
Florida
$1.03M -$12.6K -75 -1%
AFM
2033
Andesa Financial Management
Pennsylvania
$1.03M +$710K +4,233 +45%
SMA
2034
Sage Mountain Advisors
Georgia
$1.03M +$416K +2,481 +65%
GCM
2035
Gladius Capital Management
Illinois
$1.03M +$580K +3,457 +122%
TAS
2036
TIFF Advisory Services
Pennsylvania
$1.03M +$1.06M +6,293 New
JMFC
2037
J.M. Forbes & Co
Massachusetts
$1.03M +$12.4K +74 +1%
MCA
2038
Millennium Capital Advisors
Arkansas
$1.02M +$22.3K +133 +2%
AC
2039
Allstate Corporation
Illinois
$1.02M -$12.8M -76,473 -92%
CNBT
2040
Cornerstone National Bank & Trust
Illinois
$1.02M +$4.36K +26 +0.4%
CFP
2041
Curran Financial Partners
South Carolina
$1.02M +$36K +215 +4%
MPIA
2042
Mountain Pacific Investment Advisers
Idaho
$1.02M -$4.02K -24 -0.4%
EFG
2043
Everhart Financial Group
Ohio
$1.02M +$62.7K +374 +6%
FC
2044
Forte Capital
New York
$1.02M -$11.7K -70 -1%
OPTFSNA
2045
Old Point Trust & Financial Services N A
Virginia
$1.02M +$142K +846 +16%
ERWM
2046
Elk River Wealth Management
Colorado
$1.02M +$38.6K +230 +4%
CHA
2047
Cooper/Haims Advisors
New York
$1.01M -$58.3K -348 -5%
LWM
2048
Lodestone Wealth Management
Washington
$1.01M -$1.68M -10,046 -62%
CSB
2049
City State Bank
Iowa
$1.01M -$13.7K -82 -1%
AG
2050
AIA Group
Hong Kong
$1.01M +$1.04M +6,207 New
80 81
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