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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
2026
Sunburst Financial Group
Alabama
$1.12M +$47.7K +1,900 +5%
BW
2027
Bison Wealth
Georgia
$1.12M +$115K +4,590 +13%
FNBOSM
2028
First National Bank of South Miami
Florida
$1.12M +$21.6K +860 +2%
LAM
2029
L2 Asset Management
Massachusetts
$1.12M +$166K +6,620 +19%
WI
2030
Wintrust Investments
Illinois
$1.12M +$504K +20,080 +81%
GC
2031
Gilbert & Cook
Iowa
$1.12M +$66K +2,630 +7%
FANJ
2032
Financial Architects (New Jersey)
New Jersey
$1.12M -$133K -5,310 -11%
VLC
2033
Van Leeuwen & Company
New Jersey
$1.12M +$1.03M +40,980 New
RF
2034
Rollins Financial
Georgia
$1.12M +$178K +7,100 +21%
HLOC
2035
H.L. Ormond & Company
North Carolina
$1.12M -$131K -5,210 -11%
FBT
2036
First Bank & Trust
South Dakota
$1.12M +$1.02M +40,730 +27,153%
MLIC
2037
Mandatum Life Insurance Company
Finland
$1.11M +$40.4K +1,610 +4%
TNAM
2038
Terra Nova Asset Management
New York
$1.11M -$4.06M -161,930 -80%
EWA
2039
Evolution Wealth Advisors
Florida
$1.11M +$52.4K +2,090 +5%
TWA
2040
TCI Wealth Advisors
Arizona
$1.11M -$152K -6,050 -13%
PSP
2041
Principal Street Partners
Tennessee
$1.11M +$71.2K +2,840 +8%
PHAM
2042
Palisades Hudson Asset Management
Florida
$1.1M +$3.01K +120 +0.3%
CB
2043
Community Bank
New York
$1.1M +$765K +30,500 +307%
EHC
2044
Everett Harris & Co
California
$1.1M -$5.02K -200 -0.5%
SFO
2045
Stokes Family Office
Louisiana
$1.1M +$177K +7,050 +21%
CSI
2046
Cross Staff Investments
New York
$1.09M +$25.1K +1,000 +3%
GFS
2047
GYL Financial Synergies
Connecticut
$1.09M -$162K -6,450 -14%
FAFN
2048
First Affirmative Financial Network
Colorado
$1.09M +$68.7K +2,740 +7%
ASGS
2049
Alpha Square Group S
New York
$1.09M – – –
CGA
2050
Crescent Grove Advisors
Illinois
$1.09M +$164K +6,550 +20%
80 81
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