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Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
2026
Central Bank & Trust
Kentucky
$92K -$81.5K -289 -48%
EWA
2027
Evolution Wealth Advisors
Florida
$92K +$47.4K +168 +119%
IA
2028
IndexIQ Advisors
New York
$91K +$86.3K +306 New
AAM
2029
Ardevora Asset Management
United Kingdom
$90K – – –
CCMW
2030
Cypress Capital Management (Wyoming)
Wyoming
$90K – – –
HCM
2031
Highlander Capital Management
New Jersey
$90K – – –
BCM
2032
Blume Capital Management
California
$89K -$7.05K -25 -8%
KFS
2033
Kelly Financial Services
Massachusetts
$87.1K – – –
CAL
2034
Capital Advisors Ltd
Ohio
$87K – – –
IBOK
2035
Independence Bank of Kentucky
Kentucky
$85K – – –
GWMIA
2036
Global Wealth Management Investment Advisory
Florida
$80K +$51.9K +184 +216%
KIG
2037
Kessler Investment Group
Indiana
$79K +$1.69K +6 +2%
NC
2038
NewSquare Capital
Pennsylvania
$79K +$73.3K +260 +4,333%
SWM
2039
Sugarloaf Wealth Management
Georgia
$79K +$74.4K +264 New
AWM
2040
AllSquare Wealth Management
New York
$76K -$6.2K -22 -8%
ST
2041
Sageworth Trust
Pennsylvania
$75K – – –
AA
2042
Argent Advisors
Louisiana
$75K +$69.1K +245 New
CLOS
2043
Compagnie Lombard Odier SCmA
Switzerland
$72K +$30.4K +108 +82%
APW
2044
Acima Private Wealth
Virginia
$72K +$56.4K +200 +488%
CCA
2045
Column Capital Advisors
Indiana
$70K +$66.5K +236 New
NIM
2046
NuWave Investment Management
New Jersey
$65K -$314K -1,114 -84%
RWM
2047
Raffa Wealth Management
District of Columbia
$64.2K – – –
JWM
2048
Janiczek Wealth Management
Colorado
$64K – – –
TF
2049
TimeScale Financial
Massachusetts
$62K -$14.1K -50 -19%
JFA
2050
JNBA Financial Advisors
Minnesota
$62K – – –
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82
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