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Name Holding Trade Value Shares
Change 		Change in
Stake
IDBONY
2026
Israel Discount Bank of New York
New York
$1.34M -$401K -1,464 -23%
UBG
2027
United Bank (Georgia)
Georgia
$1.34M +$246K +896 +22%
CCM
2028
Cribstone Capital Management
Maine
$1.34M +$350K +1,275 +35%
PCM
2029
Pennsylvania Capital Management
Pennsylvania
$1.34M +$1.05M +3,815 +254%
CPWM
2030
Cypress Point Wealth Management
Texas
$1.33M +$1.34M +4,887 New
WP
2031
WealthSource Partners
California
$1.33M -$112K -410 -8%
PI
2032
Parkside Investments
Illinois
$1.33M -$1.49M -5,445 -53%
SB
2033
Strategic Blueprint
Georgia
$1.32M -$724K -2,642 -35%
DL
2034
DOHJ LLC
Washington
$1.32M -$138K -502 -9%
BSB
2035
Bangor Savings Bank
Maine
$1.32M +$72.9K +266 +6%
BOPW
2036
Brandywine Oak Private Wealth
Pennsylvania
$1.32M -$76.8K -280 -5%
TFO
2037
Tarbox Family Office
California
$1.32M +$11K +40 +0.8%
MIA
2038
MainStreet Investment Advisors
Illinois
$1.31M +$36.5K +133 +3%
GC
2039
Gilbert & Cook
Iowa
$1.31M +$94.9K +346 +8%
TSS
2040
Two Sigma Securities
New York
$1.31M +$980K +3,576 +291%
ER
2041
Enlightenment Research
Florida
$1.31M +$166K +605 +14%
IA
2042
IFG Advisory
Georgia
$1.31M +$58.4K +213 +5%
ECA
2043
Elevated Capital Advisors
Utah
$1.31M +$139K +508 +12%
CWP
2044
Curated Wealth Partners
California
$1.3M +$1.31M +4,773 New
PG
2045
Prostatis Group
Maryland
$1.3M +$129K +470 +11%
AWC
2046
Abundance Wealth Counselors
Pennsylvania
$1.3M -$36.7K -134 -3%
SFG
2047
SNS Financial Group
Minnesota
$1.29M -$9.87K -36 -0.8%
1W
2048
1776 Wealth
Georgia
$1.29M +$1.37K +5 +0.1%
PA
2049
PFG Advisors
Arizona
$1.29M -$8.22K -30 -0.6%
MA
2050
MONECO Advisors
Connecticut
$1.29M +$92.7K +338 +7%
80 81
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