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Name Holding Trade Value Shares
Change 		Change in
Stake
CB
2026
Community Bank
New York
$7.46M -$31.3K -310 -0.5%
TI
2027
TrueMark Investments
Illinois
$7.46M -$1.21K -12 -0%
CSA
2028
Cottage Street Advisors
Massachusetts
$7.45M -$394K -3,894 -6%
RZH
2029
Relyea Zuckerberg Hanson
Connecticut
$7.43M +$422K +4,177 +7%
SAI
2030
Savvy Advisors Inc
New York
$7.43M +$2.49M +24,594 +69%
RC
2031
RBF Capital
California
$7.41M – – –
SCI
2032
S&CO Inc
Massachusetts
$7.41M +$121K +1,200 +2%
EHWM
2033
Eads & Heald Wealth Management
Georgia
$7.4M -$166K -1,646 -3%
PF
2034
Prosperitas Financial
California
$7.39M -$1.64M -16,213 -21%
FDS
2035
Freedom Day Solutions
Texas
$7.36M -$969K -9,589 -14%
FH
2036
FWG Holdings
Florida
$7.35M +$629K +6,218 +12%
JIC
2037
Joel Isaacson & Co
New York
$7.35M +$93.6K +926 +2%
HZ
2038
Hixon Zuercher
Ohio
$7.33M -$1.89M -18,713 -24%
WP
2039
Westmount Partners
California
$7.33M -$261K -2,581 -4%
AFWM
2040
AMJ Financial Wealth Management
Virginia
$7.33M -$8.09K -80 -0.1%
OBWG
2041
Onyx Bridge Wealth Group
New York
$7.32M +$183K +1,809 +3%
NHC
2042
Nicholas Hoffman & Company
Georgia
$7.32M +$404K +3,999 +7%
PJSIMP
2043
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.32M -$26.9K -266 -0.4%
SFP
2044
Shepherd Financial Partners
Massachusetts
$7.3M -$317K -3,138 -5%
LCWP
2045
Legacy Capital Wealth Partners
Arkansas
$7.29M +$5.85M +57,885 New
SAM
2046
Stansberry Asset Management
Texas
$7.28M +$323K +3,197 +6%
AT
2047
Arlington Trust
Alabama
$7.28M -$342K -3,380 -5%
MA
2048
MCF Advisors
Kentucky
$7.28M +$80.2K +793 +1%
GC
2049
GFG Capital
Florida
$7.27M -$162K -1,598 -3%
EFA
2050
Evernest Financial Advisors
Indiana
$7.27M -$7.61M -75,230 -56%
80 81
82
83 84