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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2026
JPL Wealth Management
Colorado
$111K +$106K +224 New
EWM
2027
Evermay Wealth Management
Virginia
$110K +$17K +36 +19%
GWSA
2028
Global Wealth Strategies & Associates
Colorado
$107K +$2.36K +5 +2%
PTFIS
2029
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$105K – – –
KTC
2030
Kentucky Trust Company
Kentucky
$104K +$24.5K +52 +33%
BIA
2031
Bell Investment Advisors
California
$104K +$2.36K +5 +2%
B
2032
Bayban
Minnesota
$103K – – –
OA
2033
Operose Advisors
Wisconsin
$103K +$37.3K +79 +62%
CCAM
2034
Cascades Capital Asset Management
North Carolina
$103K +$97.7K +207 New
FDCP
2035
Foster Dykema Cabot & Partners
Massachusetts
$101K – – –
AWM
2036
Activest Wealth Management
Florida
$101K +$18.9K +40 +25%
TIM
2037
Thompson Investment Management
Wisconsin
$99.2K -$4.72K -10 -5%
SNB
2038
Security National Bank
Nebraska
$99.2K – – –
MIM
2039
Meridiem Investment Management
United Kingdom
$97.6K – – –
SWP
2040
Strategic Wealth Partners
Ohio
$96.1K +$944 +2 +1%
AAG
2041
Armstrong Advisory Group
Massachusetts
$93.7K – – –
CBT
2042
Crews Bank & Trust
Florida
$93.2K – – –
WBWA
2043
William B. Walkup & Associates
South Carolina
$93.1K – – –
CA
2044
Centerpoint Advisors
Massachusetts
$90K – – –
CCA
2045
Catalyst Capital Advisors
New York
$89.7K -$472 -1 -0.5%
RDFA
2046
Ritter Daniher Financial Advisory
Ohio
$87.6K +$472 +1 +0.6%
CNBTD
2047
Citizens National Bank Trust Department
Mississippi
$87.3K – – –
BOJHT
2048
Bank of Jackson Hole Trust
Wyoming
$87.3K +$29.3K +62 +54%
RG
2049
RHL Group
Michigan
$87.1K +$4.25K +9 +5%
KAS
2050
Kemnay Advisory Services
New York
$84.8K -$7.08K -15 -8%
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