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Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
2026
Freedom Investment Management
Connecticut
$241K -$110K -615 -30%
AAM
2027
Azzad Asset Management
Virginia
$238K -$496K -2,766 -67%
SCM
2028
Stonehearth Capital Management
Massachusetts
$238K – – –
FRA
2029
Front Row Advisors
California
$238K +$1.79K +10 +0.7%
TF
2030
TimeScale Financial
Massachusetts
$238K +$248K +1,383 New
FWP
2031
FAS Wealth Partners
Kansas
$237K – – –
SAM
2032
Summit Asset Management
Tennessee
$236K +$5.38K +30 +2%
V
2033
VeraBank
Texas
$236K +$246K +1,371 New
VAM
2034
Visionary Asset Management
Texas
$236K +$247K +1,375 New
CWM
2035
Cranbrook Wealth Management
Michigan
$234K +$3.59K +20 +1%
SDWIA
2036
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$234K +$244K +1,359 New
GT
2037
Glenmede Trust
Pennsylvania
$232K -$10.4M -57,726 -4%
DBIA
2038
Dumont & Blake Investment Advisors
New Jersey
$232K -$9.5K -53 -4%
CNB
2039
Camden National Bank
Maine
$232K +$32.1K +179 +15%
LI
2040
LVZ Inc
Michigan
$231K – – –
AWM
2041
AllSquare Wealth Management
New York
$231K +$35.3K +197 +17%
FFWA
2042
FRG Family Wealth Advisors
Washington
$230K -$24.2K -135 -9%
CWM
2043
Circle Wealth Management
New Jersey
$230K – – –
GC
2044
Garde Capital
Washington
$229K -$47.2K -263 -16%
ANB
2045
Amarillo National Bank
Texas
$229K – – –
FUBT
2046
First United Bank & Trust
Maryland
$227K -$8.97K -50 -4%
LRIA
2047
Leonard Rickey Investment Advisors
Washington
$225K – – –
KA
2048
KLCM Advisors
Wisconsin
$225K +$235K +1,308 New
PFSC
2049
Peoples Financial Services Corp
Pennsylvania
$223K -$17K -95 -7%
CCP
2050
Cardan Capital Partners
Colorado
$223K – – –
80 81
82
83 84