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Name Holding Trade Value Shares
Change 		Change in
Stake
AT
2026
Arlington Trust
Alabama
$110K +$13.1K +70 +13%
ABWM
2027
Alpine Bank Wealth Management
Colorado
$110K +$14.9K +80 +15%
WTA
2028
Washington Trust Advisors
Massachusetts
$110K +$26.1K +140 +30%
SAM
2029
S.A. Mason
Michigan
$107K +$4.67K +25 +5%
BWM
2030
Bernard Wealth Management
Michigan
$106K – – –
TC
2031
Truvestments Capital
Florida
$103K +$57.9K +310 +124%
OIAM
2032
OFI Invest Asset Management
France
$99.5K -$934 -5 -0.8%
OA
2033
Operose Advisors
Wisconsin
$92.9K +$94.3K +505 New
RAM
2034
Ramirez Asset Management
New York
$92K – – –
PWM
2035
Peck Wealth Management
New York
$92K +$93.4K +500 New
WA
2036
WPG Advisers
Maryland
$89.3K +$5.6K +30 +7%
SIC
2037
SJS Investment Consulting
Ohio
$88.3K +$44.8K +240 +100%
AAS
2038
Ameritas Advisory Services
Nebraska
$88.3K -$105K -560 -54%
1IA
2039
1620 Investment Advisors
Massachusetts
$87.8K +$86.9K +465 +4,650%
FFO
2040
Fortitude Family Office
Arizona
$87.4K +$934 +5 +1%
MCI
2041
MRP Capital Investments
Georgia
$87.4K – – –
SC
2042
Solstein Capital
California
$86.5K -$16.8K -90 -16%
FCG
2043
Financial Connections Group
California
$85K – – –
SL
2044
Salomon & Ludwin
Virginia
$84.8K +$86.9K +465 New
KB
2045
Kimelman & Baird
New York
$83.7K – – –
PWMA
2046
Pension & Wealth Management Advisors
Massachusetts
$80.5K -$28K -150 -26%
ORAM
2047
One River Asset Management
Connecticut
$78K +$79.4K +425 New
CAL
2048
Capital Advisors Ltd
Ohio
$76K – – –
SC
2049
Steph & Co
Wisconsin
$74.5K +$57K +305 +305%
MSG
2050
Main Street Group
Virginia
$70.9K – – –
80 81
82
83 84