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Name Holding Trade Value Shares
Change 		Change in
Stake
RF
2026
Roxbury Financial
New Jersey
$113K +$472 +1 +0.4%
PUI
2027
Purpose Unlimited Inc
$112K +$1.89K +4 +2%
FP
2028
Financial Perspectives
Minnesota
$112K – – –
JWM
2029
JPL Wealth Management
Colorado
$111K +$106K +224 New
EWM
2030
Evermay Wealth Management
Virginia
$110K +$17K +36 +19%
GWSA
2031
Global Wealth Strategies & Associates
Colorado
$107K +$2.36K +5 +2%
PTFIS
2032
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$105K – – –
KTC
2033
Kentucky Trust Company
Kentucky
$104K +$24.5K +52 +33%
BIA
2034
Bell Investment Advisors
California
$104K +$2.36K +5 +2%
B
2035
Bayban
Minnesota
$103K – – –
OA
2036
Operose Advisors
Wisconsin
$103K +$37.3K +79 +62%
CCAM
2037
Cascades Capital Asset Management
North Carolina
$103K +$97.7K +207 New
FDCP
2038
Foster Dykema Cabot & Partners
Massachusetts
$101K – – –
AWM
2039
Activest Wealth Management
Florida
$101K +$18.9K +40 +25%
TIM
2040
Thompson Investment Management
Wisconsin
$99.2K -$4.72K -10 -5%
SNB
2041
Security National Bank
Nebraska
$99.2K – – –
MIM
2042
Meridiem Investment Management
United Kingdom
$97.6K – – –
SWP
2043
Strategic Wealth Partners
Ohio
$96.1K +$944 +2 +1%
AAG
2044
Armstrong Advisory Group
Massachusetts
$93.7K – – –
CBT
2045
Crews Bank & Trust
Florida
$93.2K – – –
WBWA
2046
William B. Walkup & Associates
South Carolina
$93.1K – – –
CA
2047
Centerpoint Advisors
Massachusetts
$90K – – –
CCA
2048
Catalyst Capital Advisors
New York
$89.7K -$472 -1 -0.5%
RDFA
2049
Ritter Daniher Financial Advisory
Ohio
$87.6K +$472 +1 +0.6%
CNBTD
2050
Citizens National Bank Trust Department
Mississippi
$87.3K – – –
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