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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2026
Searle & Co
Connecticut
$684K -$252K -3,684 -28%
BWA
2027
BCU Wealth Advisors
Illinois
$684K – – –
FNBOMD
2028
First National Bank of Mount Dora
Florida
$683K -$127K -1,849 -16%
WGC
2029
Watts Gwilliam & Co
Arizona
$683K +$676K +9,872 New
SC
2030
Sierra Capital
Florida
$681K – – –
CAM
2031
Councilmark Asset Management
Tennessee
$681K -$20.5K -300 -3%
TCWA
2032
Turtle Creek Wealth Advisors
Texas
$680K +$41.4K +605 +7%
HFM
2033
Hartford Financial Management
Connecticut
$679K -$65.8K -961 -9%
AIC
2034
Archer Investment Corporation
Indiana
$677K -$44.5K -650 -6%
FNWA
2035
Financial Network Wealth Advisors
Utah
$676K -$3.22K -47 -0.5%
IAP
2036
Indie Asset Partners
Indiana
$675K +$548 +8 +0.1%
BIM
2037
Baldwin Investment Management
Pennsylvania
$671K -$17.1K -250 -3%
SLG
2038
Stanley-Laman Group
Pennsylvania
$670K – – –
RB
2039
Renasant Bank
Mississippi
$670K -$440K -6,421 -41%
VCAM
2040
Van Cleef Asset Management
Ohio
$669K – – –
CFG
2041
Copley Financial Group
California
$669K +$637K +9,308 New
VC
2042
Vestor Capital
Illinois
$668K -$890 -13 -0.1%
DWMS
2043
Dominguez Wealth Management Solutions
Virginia
$668K +$548 +8 +0.1%
EWA
2044
Elevate Wealth Advisory
Georgia
$667K -$47.8K -698 -7%
SWM
2045
Stockman Wealth Management
Montana
$667K -$12.9K -188 -2%
KFA
2046
Kelleher Financial Advisors
New York
$667K +$34.2K +500 +6%
FWP
2047
Firethorn Wealth Partners
Georgia
$667K +$5.27K +77 +0.8%
DAC
2048
Dividend Assets Capital
South Carolina
$662K -$5.48K -80 -0.9%
CSC
2049
Caldwell Sutter Capital
California
$660K -$13.7K -200 -2%
AIA
2050
Alera Investment Advisors
Illinois
$659K -$27.8K -406 -4%
80 81
82
83 84