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Name Holding Trade Value Shares
Change 		Change in
Stake
SNB
2026
Security National Bank
Nebraska
$1.02M +$342K +2,134 +49%
CFP
2027
Curran Financial Partners
South Carolina
$1.02M +$37.2K +232 +4%
V
2028
ViaWealth
Kansas
$1.02M -$19.2K -120 -2%
CIA
2029
Cascade Investment Advisors
Oregon
$1.01M +$16K +100 +2%
I
2030
InceptionR
California
$1.01M +$7.38K +46 +0.7%
LMKC
2031
L.M. Kohn & Company
Ohio
$1.01M +$469K +2,923 +83%
VIM
2032
Vista Investment Management
Pennsylvania
$1.01M +$66.1K +412 +7%
AIA
2033
Alera Investment Advisors
Illinois
$1.01M +$210K +1,312 +26%
IIC
2034
Integrated Investment Consultants
Michigan
$1.01M +$5.77K +36 +0.6%
EGM
2035
Engineers Gate Manager
New York
$1.01M -$3.2M -19,979 -76%
SMA
2036
Sage Mountain Advisors
Georgia
$1.01M +$14.3K +89 +1%
EWM
2037
Edge Wealth Management
New York
$1M +$39.6K +247 +4%
VFA
2038
Voya Financial Advisors
Connecticut
$1,000K +$362K +2,260 +55%
CWA
2039
Consilium Wealth Advisory
Texas
$1,000K -$99.6K -621 -9%
EW
2040
Evoke Wealth
California
$999K +$64.3K +401 +7%
MAG
2041
Mayfair Advisory Group
Alabama
$999K +$23.9K +149 +2%
MCA
2042
MSH Capital Advisors
Arizona
$998K +$613K +3,821 +152%
BC
2043
Barrett & Company
Rhode Island
$997K +$24K +150 +2%
BBNB
2044
Baker Boyer National Bank
Washington
$997K +$110K +686 +12%
HBT
2045
Heartland Bank & Trust
Illinois
$996K -$63K -393 -6%
MCM
2046
Manchester Capital Management
Vermont
$995K -$3.85K -24 -0.4%
DDC
2047
DF Dent & Co
Maryland
$995K +$210K +1,310 +26%
GWSG
2048
GPS Wealth Strategies Group
Colorado
$994K -$13.6K -85 -1%
MCA
2049
Millennium Capital Advisors
Arkansas
$993K +$6.25K +39 +0.6%
DF
2050
Donoghue Forlines
Massachusetts
$992K -$335K -2,087 -25%
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