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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2026
Core Wealth Partners
California
$1.17M +$88.7K +556 +8%
UBG
2027
United Bank (Georgia)
Georgia
$1.17M +$1.12K +7 +0.1%
MJRIC
2028
Mogy Joel R Investment Counsel
California
$1.16M -$31.9K -200 -3%
DWM
2029
Drive Wealth Management
Utah
$1.16M +$118K +739 +11%
FLI
2030
Family Legacy Inc
South Carolina
$1.16M +$14.8K +93 +1%
EW
2031
Element Wealth
Mississippi
$1.16M +$31.4K +197 +3%
ITIM
2032
Indiana Trust & Investment Management
Indiana
$1.16M +$19.1K +120 +2%
CIA
2033
Cascade Investment Advisors
Oregon
$1.16M +$36.7K +230 +3%
SFA
2034
Souders Financial Advisors
Ohio
$1.16M -$415K -2,605 -26%
SPWM
2035
Schrum Private Wealth Management
Florida
$1.15M -$2.39K -15 -0.2%
CNC
2036
Citizens & Northern Corp
Pennsylvania
$1.15M -$40.5K -254 -3%
OFS
2037
OMC Financial Services
New York
$1.15M +$7.97K +50 +0.7%
WBC
2038
West Branch Capital
Massachusetts
$1.15M +$97.1K +609 +9%
EWS
2039
Evergreen Wealth Solutions
Pennsylvania
$1.15M -$112K -703 -9%
KIC
2040
Keating Investment Counselors
Florida
$1.15M -$136K -850 -10%
AA
2041
Advisory Alpha
Michigan
$1.15M -$232K -1,458 -17%
PCG
2042
Prosperity Consulting Group
Maryland
$1.15M -$228K -1,431 -16%
PWA
2043
Provenance Wealth Advisors
Florida
$1.15M +$21.5K +135 +2%
CCM
2044
Chickasaw Capital Management
Tennessee
$1.15M +$23K +144 +2%
SOS
2045
Silver Oak Securities
Tennessee
$1.14M -$2.55K -16 -0.2%
FCT
2046
First Community Trust
Iowa
$1.14M -$2.39K -15 -0.2%
AF
2047
Apexium Financial
Texas
$1.14M +$12.3K +77 +1%
GTAM
2048
Global Trust Asset Management
Florida
$1.14M +$14.7K +92 +1%
MCC
2049
Money Concepts Capital
Florida
$1.14M -$45.3K -284 -4%
CCG
2050
Catalina Capital Group
California
$1.14M +$336K +2,110 +41%
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