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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2026
Addison Advisors
Vermont
$452K -$3.73K -67 -0.9%
IMOV
2027
Investment Management of Virginia
Virginia
$452K +$22.8K +410 +6%
SFG
2028
Sovereign Financial Group
Connecticut
$451K +$63K +1,132 +17%
XSC
2029
X-Square Capital
Puerto Rico
$450K -$362K -6,500 -46%
AWA
2030
Alta Wealth Advisors
Massachusetts
$445K +$7.74K +139 +2%
HAIM
2031
Hunter Associates Investment Management
Pennsylvania
$444K +$195K +3,500 +88%
MAM
2032
Mystic Asset Management
Rhode Island
$444K +$418K +7,508 New
RWP
2033
Revolve Wealth Partners
New Jersey
$443K +$417K +7,484 New
DAM
2034
Doheny Asset Management
California
$442K -$44.5K -800 -10%
SDWIA
2035
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$442K – – –
MA
2036
Mezzasalma Advisors
New Jersey
$442K +$25.5K +458 +7%
DA
2037
DSC Advisors
Illinois
$441K -$62.8K -1,127 -13%
MGIA
2038
Matthew Goff Investment Advisor
Texas
$440K – – –
MC
2039
Montag & Caldwell
Georgia
$439K -$287K -5,160 -41%
VFP
2040
Verus Financial Partners
Virginia
$438K -$445 -8 -0.1%
SOAMC
2041
Spirit of America Management Corp
New York
$438K – – –
LWM
2042
Lyell Wealth Management
California
$436K -$18.8K -338 -4%
HWA
2043
HHM Wealth Advisors
Tennessee
$436K – – –
VCG
2044
Vantage Consulting Group
Virginia
$436K +$21.1K +379 +5%
KFP
2045
KB Financial Partners
New Jersey
$436K +$24.1K +433 +6%
SA
2046
Syntax Advisors
New York
$436K +$410K +7,357 New
HVIA
2047
Hudson Valley Investment Advisors
New York
$434K -$4.01K -72 -1%
PCFFS
2048
Pacific Center for Financial Services
California
$434K – – –
PCI
2049
Planning Center Inc
Illinois
$434K +$395K +7,088 New
RP
2050
Riverbridge Partners
Minnesota
$432K – – –
80 81
82
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