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Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
2026
Coastwise Capital Group
California
$1.86M +$42.7K +234 +3%
ACM
2027
Adalta Capital Management
New York
$1.86M – – –
EA
2028
Emerald Advisors
Washington
$1.85M +$67.3K +369 +4%
LCM
2029
LCM Capital Management
Illinois
$1.85M +$32.3K +177 +2%
GSWM
2030
Golden State Wealth Management
California
$1.85M +$17K +93 +1%
KCM
2031
Kathmere Capital Management
Pennsylvania
$1.85M +$546K +2,997 +51%
BAM
2032
BOS Asset Management
Illinois
$1.84M +$8.39K +46 +0.5%
KFA
2033
Kapstone Financial Advisors
Ohio
$1.84M +$955K +5,238 +144%
SWA
2034
Sax Wealth Advisors
New Jersey
$1.83M -$21K -115 -0.9%
CCA
2035
Cravens & Co Advisors
Tennessee
$1.83M +$116K +638 +8%
HPBT
2036
Hickory Point Bank & Trust
Illinois
$1.83M -$4.01K -22 -0.2%
CP
2037
Creekside Partners
California
$1.82M – – –
BFC
2038
Bedel Financial Consulting
Indiana
$1.82M +$1.09K +6 +0.1%
TP
2039
TritonPoint Partners
Maryland
$1.82M +$352K +1,930 +28%
LB
2040
Legacy Bridge
Iowa
$1.81M -$365 -2 -0%
SL
2041
Sentinus LLC
Illinois
$1.81M +$487K +2,668 +44%
TIA
2042
Trust Investment Advisors
Indiana
$1.81M -$270K -1,482 -15%
CCMW
2043
Cypress Capital Management (Wyoming)
Wyoming
$1.8M -$18.1K -99 -1%
HNB
2044
Hilltop National Bank
Wyoming
$1.8M +$27.9K +153 +2%
VM
2045
VPR Management
Texas
$1.8M – – –
SDAM
2046
Shulman DeMeo Asset Management
New York
$1.8M +$182 +1 +0%
WWA
2047
Wingate Wealth Advisors
Massachusetts
$1.8M +$14.6K +80 +0.9%
GAA
2048
Global Assets Advisory
Florida
$1.8M +$87.3K +479 +6%
LCM
2049
Leisure Capital Management
California
$1.79M -$21.5K -118 -1%
FC
2050
Fjell Capital
North Dakota
$1.79M +$51.6K +283 +3%
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