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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2026
Sawyer & Company
Massachusetts
$22K – – –
M
2027
MOTCO
Texas
$21.6K +$9.95K +270 +123%
OPTFSNA
2028
Old Point Trust & Financial Services N A
Virginia
$20.7K +$17.3K +470 New
SIS
2029
Strategic Investment Solutions
Illinois
$20.2K -$61.1K -1,660 -77%
TAM
2030
Tucker Asset Management
Colorado
$19.8K -$4.79K -130 -22%
JMF
2031
Johnson Midwest Financial
Iowa
$18.9K – – –
CT
2032
Clearstead Trust
Maine
$18.8K +$14K +380 +633%
CWA
2033
Clearview Wealth Advisors
Oregon
$18.5K +$3.68K +100 +31%
BG
2034
Bollard Group
Massachusetts
$18K +$14.7K +400 New
AP
2035
Arlington Partners
Alabama
$17.2K -$9.21K -250 -39%
BBPWM
2036
Blue Bell Private Wealth Management
Pennsylvania
$17.2K +$11.4K +310 +388%
ECM
2037
Estabrook Capital Management
New York
$16.7K – – –
NOI
2038
Newton One Investments
Delaware
$16.7K – – –
MIM
2039
Macroview Investment Management
Maryland
$16.7K +$368 +10 +3%
LWA
2040
Lowe Wealth Advisors
Maryland
$16.3K – – –
PK
2041
Pflug Koory
Nebraska
$16.3K – – –
AT
2042
Avalon Trust
New Mexico
$15.4K – – –
RF
2043
Robinswood Financial
Washington
$14.5K +$12.2K +330 New
BSB
2044
Bangor Savings Bank
Maine
$13.2K – – –
WOC
2045
West Oak Capital
California
$13.2K – – –
AA
2046
AlphaMark Advisors
Kentucky
$13K – – –
RTL
2047
Red Tortoise LLC
Georgia
$12.3K – – –
GFPC
2048
Global Financial Private Client
Florida
$11.9K – – –
DI
2049
Disciplined Investments
Oklahoma
$11.9K -$83.2K -2,260 -89%
CSWM
2050
Cassady Schiller Wealth Management
Ohio
$11.9K – – –
80 81
82
83 84