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Name Holding Trade Value Shares
Change 		Change in
Stake
ADIM
2026
Alpha DNA Investment Management
Maryland
$1.24M -$2.42M -16,017 -67%
MW
2027
MBL Wealth
North Carolina
$1.24M -$42K -278 -3%
RPCONE
2028
Retirement Planning Company of New England
Rhode Island
$1.24M -$171K -1,133 -13%
BFC
2029
Blue Fin Capital
Rhode Island
$1.23M -$13K -86 -1%
1IA
2030
1620 Investment Advisors
Massachusetts
$1.23M +$33.8K +224 +3%
1WM
2031
1900 Wealth Management
Texas
$1.23M -$839K -5,562 -42%
BOPW
2032
Brandywine Oak Private Wealth
Pennsylvania
$1.23M -$4.07K -27 -0.3%
AAIS
2033
ABN AMRO Investment Solutions
$1.23M -$86.5K -573 -7%
RSC
2034
Red Spruce Capital
Pennsylvania
$1.23M -$38.8K -257 -3%
WDA
2035
Wendell David Associates
New Hampshire
$1.23M -$4.83K -32 -0.4%
BCM
2036
BluePath Capital Management
Georgia
$1.23M +$199K +1,322 +21%
PWM
2037
Peterson Wealth Management
Nevada
$1.22M +$1.17M +7,765 New
AIMA
2038
Ables Iannone Moore & Associates
Georgia
$1.22M +$36.8K +244 +3%
AC
2039
Apella Capital
Connecticut
$1.22M +$20.5K +136 +2%
FPGK
2040
Financial Partners Group (Kansas)
Kansas
$1.22M +$341K +2,257 +41%
ACA
2041
Ackerman Capital Advisors
Texas
$1.22M – – –
HCP
2042
Holt Capital Partners
Texas
$1.22M – – –
WHRC
2043
W.H. Reaves & Co
New Jersey
$1.22M – – –
AIA
2044
Angeles Investment Advisors
California
$1.21M +$157K +1,039 +16%
MJRIC
2045
Mogy Joel R Investment Counsel
California
$1.21M -$22.6K -150 -2%
DAM
2046
Deltec Asset Management
New York
$1.2M – – –
PCP
2047
Proficio Capital Partners
Massachusetts
$1.2M +$48.9K +324 +4%
CNC
2048
Citizens & Northern Corp
Pennsylvania
$1.2M -$24.1K -160 -2%
RA
2049
Ransom Advisory
Rhode Island
$1.2M +$1.15M +7,614 New
HNB
2050
Hilltop National Bank
Wyoming
$1.2M +$1.15M +7,606 New
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