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Name Holding Trade Value Shares
Change 		Change in
Stake
JGC
2026
J. Goldman & Co
New York
$1.43M +$651K +1,787 +70%
BWAM
2027
Boyd Watterson Asset Management
Ohio
$1.43M -$35.7K -98 -2%
BO
2028
Bank OZK
Arkansas
$1.43M -$46.6K -128 -3%
JDLA
2029
J. Derek Lewis & Associates
California
$1.43M +$46.3K +127 +3%
SWA
2030
Stratos Wealth Advisors
Ohio
$1.42M -$227K -622 -13%
SAM
2031
Sawgrass Asset Management
Florida
$1.42M +$46.6K +128 +3%
AP
2032
Anchyra Partners
Georgia
$1.42M -$106K -292 -6%
GD
2033
Grandfield & Dodd
New York
$1.42M -$364 -1 -0%
GC
2034
Gilbert & Cook
Iowa
$1.42M +$13.8K +38 +0.9%
TW
2035
Tempo Wealth
Ohio
$1.42M -$10.9K -30 -0.7%
GHA
2036
Granite Harbor Advisors
Texas
$1.42M +$729 +2 +0%
BPFA
2037
Barnes Pettey Financial Advisors
Mississippi
$1.42M – – –
EFG
2038
Elm3 Financial Group
Georgia
$1.42M -$523K -1,435 -25%
FCB
2039
First County Bank
Connecticut
$1.42M +$162K +445 +12%
IIM
2040
Ipswich Investment Management
Massachusetts
$1.41M +$89.3K +245 +6%
AWMT
2041
AAFMAA Wealth Management & Trust
North Carolina
$1.41M +$124K +340 +9%
LWM
2042
Lodestone Wealth Management
Washington
$1.41M +$364 +1 +0%
GFPC
2043
Global Financial Private Client
Florida
$1.41M +$27K +74 +2%
LCM
2044
LCM Capital Management
Illinois
$1.41M +$3.28K +9 +0.2%
OFS
2045
Orrstown Financial Services
Pennsylvania
$1.41M -$42.3K -116 -3%
IMT
2046
Investment Management Trust
Massachusetts
$1.4M +$1.55M +4,260 New
RPCONE
2047
Retirement Planning Company of New England
Rhode Island
$1.4M +$8.38K +23 +0.5%
AIA
2048
AIMZ Investment Advisors
California
$1.4M -$72.9K -200 -4%
MCM
2049
Monument Capital Management
Virginia
$1.4M -$68.5K -188 -4%
AWA
2050
Acorn Wealth Advisors
Michigan
$1.4M +$12K +33 +0.8%
80 81
82
83 84