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Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
2026
Sound View Wealth Advisors Group
Georgia
$1.85M +$67.4K +187 +4%
BIP
2027
Blueprint Investment Partners
North Carolina
$1.85M +$1.2M +3,330 +157%
GPFA
2028
Game Plan Financial Advisors
Ohio
$1.84M -$3.6K -10 -0.2%
LC
2029
Lindbrook Capital
California
$1.84M -$2.94M -8,164 -60%
AJ
2030
Ashburton (Jersey)
Jersey
$1.84M +$21.3K +59 +1%
SJIM
2031
St. Johns Investment Management
Florida
$1.82M -$87.5K -243 -4%
SIS
2032
Sound Income Strategies
Florida
$1.82M +$254K +704 +15%
HIP
2033
HUB Investment Partners
Texas
$1.82M +$121K +337 +7%
CPSC
2034
Carl P. Sherr & Co
Massachusetts
$1.82M -$36K -100 -2%
CFG
2035
Cooper Financial Group
California
$1.81M +$378K +1,049 +24%
FMTC
2036
Farmers & Merchants Trust Company
California
$1.81M +$593K +1,647 +45%
IC
2037
Inscription Capital
Texas
$1.8M -$2.21M -6,123 -54%
ACWM
2038
Adams Chetwood Wealth Management
North Carolina
$1.79M -$153K -425 -7%
AWM
2039
Aevitas Wealth Management
Massachusetts
$1.79M +$214K +595 +13%
WKWM
2040
Walter & Keenan Wealth Management
Indiana
$1.79M +$48.3K +134 +3%
VWA
2041
Visionary Wealth Advisors
Illinois
$1.79M +$122K +340 +7%
PC
2042
Provenire Capital
Minnesota
$1.79M +$1.27M +3,516 +201%
FC
2043
Forte Capital
New York
$1.78M -$98K -272 -5%
MW
2044
Marcum Wealth
Ohio
$1.77M +$384K +1,065 +26%
EWM
2045
Evermay Wealth Management
Virginia
$1.77M -$24.5K -68 -1%
GIM
2046
Guild Investment Management
California
$1.77M – – –
UBG
2047
United Bank (Georgia)
Georgia
$1.76M +$110K +305 +6%
FFG
2048
Frisch Financial Group
New York
$1.76M -$1.8K -5 -0.1%
JWM
2049
Jeppson Wealth Management
California
$1.76M -$360 -1 -0%
SC
2050
Sierra Capital
Florida
$1.75M – – –
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