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Name Holding Trade Value Shares
Change 		Change in
Stake
FAG
2026
Fortitude Advisory Group
Washington
$422K +$484K +2,239 New
PBO
2027
Peoples Bank (Ohio)
Ohio
$419K +$59.5K +275 +14%
IAP
2028
Indie Asset Partners
Indiana
$417K -$19.5K -90 -4%
BMC
2029
Beaton Management Company
Massachusetts
$415K – – –
SWA
2030
Sutton Wealth Advisors
Florida
$415K -$7.14K -33 -1%
VIM
2031
VELA Investment Management
Ohio
$412K +$473K +2,186 New
MWA
2032
Moser Wealth Advisors
Washington
$411K +$16.2K +75 +4%
WA
2033
Wealth Architects
California
$411K +$55.8K +258 +13%
WFA
2034
Wellspring Financial Advisors
Ohio
$409K +$13.6K +63 +3%
CWP
2035
Concord Wealth Partners
Virginia
$407K +$319K +1,476 +217%
PFBT
2036
Parkside Financial Bank & Trust
Missouri
$406K -$4.76K -22 -1%
OA
2037
Operose Advisors
Wisconsin
$406K +$466K +2,154 New
NB
2038
Northwest Bancshares
Pennsylvania
$405K -$71.4K -330 -13%
VC
2039
Veracity Capital
Georgia
$404K -$94.1K -435 -17%
SIC
2040
Samalin Investment Counsel
New York
$403K +$139K +644 +43%
AIM
2041
Axiom Investment Management
New York
$403K +$300K +1,385 +177%
RT
2042
Rockland Trust
Massachusetts
$402K +$11.9K +55 +3%
GWANC
2043
Guardian Wealth Advisors (North Carolina)
North Carolina
$399K +$458K +2,118 New
OWA
2044
Opal Wealth Advisors
New York
$398K +$230K +1,061 +101%
PP
2045
PDS Planning
Ohio
$397K -$8.44K -39 -2%
VST
2046
Van Strum & Towne
California
$396K – – –
FANJ
2047
Financial Architects (New Jersey)
New Jersey
$394K -$268K -1,238 -37%
CAM
2048
Cozad Asset Management
Illinois
$394K -$32.5K -150 -7%
DOA
2049
D'Orazio & Associates
Virginia
$394K +$5.19K +24 +1%
AC
2050
ASB Consultores
Florida
$394K +$452K +2,087 New
80 81
82
83 84