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Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
2026
Regent Peak Wealth Advisors
Georgia
$385K -$21.5K -124 -5%
CCFCSB
2027
Cape Cod Five Cents Savings Bank
Massachusetts
$384K -$17.7K -102 -4%
AIP
2028
ARS Investment Partners
New York
$384K – – –
QPWM
2029
Quadrant Private Wealth Management
Pennsylvania
$383K -$45.2K -260 -11%
AWM
2030
AllSquare Wealth Management
New York
$382K – – –
ACP
2031
Aveo Capital Partners
Colorado
$382K -$143K -821 -27%
KLWA
2032
Kelly Lawrence W & Associates
California
$382K +$139K +800 +57%
SEP
2033
Southland Equity Partners
Missouri
$381K -$18.1K -104 -5%
RIS
2034
Retirement Income Solutions
Michigan
$381K – – –
SFP
2035
Sterling Financial Planning
New Jersey
$381K – – –
HWM
2036
Horizon Wealth Management
Illinois
$380K -$89.1K -513 -19%
CBT
2037
CoreFirst Bank & Trust
Kansas
$380K – – –
ACA
2038
Affinity Capital Advisors
California
$379K -$9.73K -56 -2%
BIP
2039
Blueprint Investment Partners
North Carolina
$378K -$193K -1,109 -34%
UB
2040
Umpqua Bank
Oregon
$378K +$521 +3 +0.1%
SCA
2041
Southern Capital Advisors
Tennessee
$378K +$5.21K +30 +1%
CB
2042
CNB Bank
Pennsylvania
$378K -$18.2K -105 -5%
CWM
2043
Chesapeake Wealth Management
Virginia
$378K -$73K -420 -16%
RCI
2044
RS Crum Inc
California
$377K +$17K +98 +5%
CCFM
2045
Clear Creek Financial Management
Washington
$377K +$869 +5 +0.2%
FM
2046
Family Management
New York
$377K -$2.61K -15 -0.7%
WI
2047
Wintrust Investments
Illinois
$377K +$21.7K +125 +6%
AT
2048
Arden Trust
Delaware
$377K +$35.6K +205 +10%
ICA
2049
Infrastructure Capital Advisors
New York
$376K -$4.34K -25 -1%
MCCP
2050
Mission Creek Capital Partners
California
$376K -$216K -1,245 -36%
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