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Name Holding Trade Value Shares
Change 		Change in
Stake
PBO
2026
Peoples Bank (Ohio)
Ohio
$419K +$59.5K +275 +14%
IAP
2027
Indie Asset Partners
Indiana
$417K -$19.5K -90 -4%
BMC
2028
Beaton Management Company
Massachusetts
$415K – – –
SWA
2029
Sutton Wealth Advisors
Florida
$415K -$7.14K -33 -1%
VIM
2030
VELA Investment Management
Ohio
$412K +$473K +2,186 New
MWA
2031
Moser Wealth Advisors
Washington
$411K +$16.2K +75 +4%
WA
2032
Wealth Architects
California
$411K +$55.8K +258 +13%
WFA
2033
Wellspring Financial Advisors
Ohio
$409K +$13.6K +63 +3%
CWP
2034
Concord Wealth Partners
Virginia
$407K +$319K +1,476 +217%
PFBT
2035
Parkside Financial Bank & Trust
Missouri
$406K -$4.76K -22 -1%
OA
2036
Operose Advisors
Wisconsin
$406K +$466K +2,154 New
NB
2037
Northwest Bancshares
Pennsylvania
$405K -$71.4K -330 -13%
VC
2038
Veracity Capital
Georgia
$404K -$94.1K -435 -17%
SIC
2039
Samalin Investment Counsel
New York
$403K +$139K +644 +43%
AIM
2040
Axiom Investment Management
New York
$403K +$300K +1,385 +177%
RT
2041
Rockland Trust
Massachusetts
$402K +$11.9K +55 +3%
GWANC
2042
Guardian Wealth Advisors (North Carolina)
North Carolina
$399K +$458K +2,118 New
OWA
2043
Opal Wealth Advisors
New York
$398K +$230K +1,061 +101%
PP
2044
PDS Planning
Ohio
$397K -$8.44K -39 -2%
VST
2045
Van Strum & Towne
California
$396K – – –
FANJ
2046
Financial Architects (New Jersey)
New Jersey
$394K -$268K -1,238 -37%
CAM
2047
Cozad Asset Management
Illinois
$394K -$32.5K -150 -7%
DOA
2048
D'Orazio & Associates
Virginia
$394K +$5.19K +24 +1%
AC
2049
ASB Consultores
Florida
$394K +$452K +2,087 New
EA
2050
Emerald Advisers
Pennsylvania
$393K -$999K -4,617 -69%
80 81
82
83 84