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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
2026
MCF Advisors
Kentucky
$994K +$131K +399 +15%
CMI
2027
Clare Market Investments
Texas
$994K +$220K +670 +28%
LC
2028
Lindbrook Capital
California
$993K +$6.89K +21 +0.7%
SNB
2029
Security National Bank
Nebraska
$993K +$187K +570 +23%
BA
2030
Bridgewater Advisors
New York
$991K +$3.94K +12 +0.4%
PRWA
2031
Platte River Wealth Advisors
Colorado
$990K -$9.85K -30 -1%
FUBT
2032
First United Bank & Trust
Maryland
$988K +$11.5K +35 +1%
LC
2033
LCNB Corp
Ohio
$984K -$9.85K -30 -1%
GC
2034
Gilbert & Cook
Iowa
$982K +$10.2K +31 +1%
LWP
2035
Lumature Wealth Partners
Georgia
$979K +$77.2K +235 +9%
RIM
2036
Redwood Investment Management
Arizona
$977K +$413K +1,258 +73%
FBB
2037
Fulton Breakefield Broenniman
Maryland
$975K -$66.7K -203 -6%
CCFM
2038
Clear Creek Financial Management
Washington
$974K -$9.85K -30 -1%
PIA
2039
Perennial Investment Advisors
California
$974K +$59.1K +180 +6%
BG
2040
Benedetti & Gucer
Georgia
$972K +$353K +1,076 +57%
DA
2041
Duality Advisers
Florida
$967K +$967K +2,945 New
DBG
2042
De Burlo Group
Massachusetts
$966K – – –
SAM
2043
Summit Asset Management
Tennessee
$964K +$21.7K +66 +2%
TFM
2044
TFC Financial Management
Massachusetts
$959K +$8.54K +26 +0.9%
AIS
2045
American Investment Services
Massachusetts
$957K +$28.9K +88 +3%
TCPWM
2046
Traverso Chambers Private Wealth Management
California
$955K -$1.97K -6 -0.2%
PLFAM
2047
Pineno Levin & Ford Asset Management
Virginia
$954K – – –
CG
2048
Cutler Group
California
$952K -$8.32M -25,340 -90%
IWA
2049
Intercontinental Wealth Advisors
Texas
$950K -$259K -788 -21%
FFWA
2050
FRG Family Wealth Advisors
Washington
$949K – – –
80 81
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