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Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
2026
Ramirez Asset Management
New York
$26.1K -$29.4K -250 -50%
SIS
2027
Strategic Investment Solutions
Illinois
$26.1K +$11.8K +100 +67%
IRAG
2028
Investment Research & Advisory Group
Georgia
$25.6K – – –
LAMC
2029
Longview Asset Management (California)
California
$25.6K – – –
CFD
2030
Creative Financial Designs
Indiana
$25.6K +$18.2K +155 +172%
AG
2031
AmeriFlex Group
Nevada
$25.6K +$21.2K +180 +277%
AWM
2032
Abound Wealth Management
Tennessee
$24.8K -$12.2K -104 -30%
PWMG
2033
Private Wealth Management Group
New Jersey
$24.7K +$118 +1 +0.4%
AIM
2034
Axiom Investment Management
New York
$24.4K +$27.4K +233 New
SMBT
2035
Southern Michigan Bank & Trust
Michigan
$24.3K +$27.3K +232 New
BAM
2036
Byrne Asset Management
New Jersey
$23.3K -$6.12K -52 -19%
CHC
2037
City Holding Co
West Virginia
$23.1K – – –
TSMHT
2038
Thurston Springer Miller Herd & Titak
Indiana
$23K -$3.29K -28 -11%
HFM
2039
Hartford Financial Management
Connecticut
$22.5K – – –
SEP
2040
Signature Equity Partners
Ohio
$22.5K -$8.82K -75 -26%
DI
2041
DAGCO Inc
Ohio
$22K – – –
OC
2042
Oakworth Capital
Alabama
$21.4K – – –
HPBT
2043
Hickory Point Bank & Trust
Illinois
$21.4K +$24.1K +205 New
S
2044
Sachetta
Massachusetts
$21.3K -$12.5K -106 -34%
LCA
2045
Legend Capital Advisors
New York
$20.9K +$23.5K +200 New
DIP
2046
DT Investment Partners
Pennsylvania
$20.4K – – –
FFG
2047
Forum Finance Group
$20K +$29.4K +250 New
KG
2048
Kilter Group
New York
$19.9K +$4.71K +40 +27%
CCM
2049
Chilton Capital Management
Texas
$19.3K -$11.2K -95 -34%
UFPG
2050
United Financial Planning Group
New York
$18.8K +$8.23K +70 +64%
80 81
82
83 84