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Name Holding Trade Value Shares
Change 		Change in
Stake
T
2026
Tidemark
California
$6.99K – – –
PWA
2027
Principia Wealth Advisory
Texas
$6.69K +$4.5K +10 +200%
PCTC
2028
Perkins Coie Trust Company
Washington
$6.52K – – –
NWMP
2029
Noble Wealth Management PBC
Colorado
$6.05K – – –
AFS
2030
Anderson Financial Strategies
Ohio
$6.05K +$5.4K +12 +1,200%
HWA
2031
Heritage Wealth Advisors
Virginia
$5.59K -$7.65K -17 -59%
FDW
2032
Fourth Dimension Wealth
Ohio
$4.66K – – –
LIM
2033
Longfellow Investment Management
Massachusetts
$4.66K – – –
BFS
2034
Bare Financial Services
Pennsylvania
$4.66K +$4.5K +10 New
CSB
2035
City State Bank
Iowa
$4.19K – – –
PS
2036
PayPay Securities
Japan
$4.11K -$1.8K -4 -33%
FPB
2037
First PREMIER Bank
South Dakota
$4K – – –
GJIA
2038
Glass Jacobson Investment Advisors
Maryland
$3.77K – – –
BFS
2039
Burkett Financial Services
South Carolina
$3.74K – – –
LWMI
2040
Legacy Wealth Management (Idaho)
Idaho
$3.73K – – –
FUBT
2041
First United Bank & Trust
Maryland
$3.73K – – –
NL
2042
NVWM LLC
Pennsylvania
$3.73K +$2.25K +5 +167%
SFA
2043
Semmax Financial Advisors
North Carolina
$3.62K +$3.6K +8 New
HWM
2044
Horizons Wealth Management
North Carolina
$3.26K – – –
EWA
2045
EQ Wealth Advisors
Texas
$3.26K +$3.15K +7 New
RWM
2046
Rialto Wealth Management
New York
$2.79K +$1.35K +3 +100%
ACA
2047
American Capital Advisory
Idaho
$2.79K +$2.7K +6 New
TC
2048
Truvestments Capital
Florida
$2.79K +$2.7K +6 New
AAG
2049
Accordant Advisory Group
Maryland
$2.33K +$2.25K +5 New
MBFW
2050
Morton Brown Family Wealth
Pennsylvania
$2.33K – – –
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82
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