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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2026
SHP Wealth Management
Massachusetts
$190K -$1.31K -13 -0.7%
AF
2027
Aviso Financial
Ontario, Canada
$190K -$31.1K -309 -14%
BIA
2028
Bell Investment Advisors
California
$187K -$1.61K -16 -0.9%
USB
2029
Union Savings Bank
Connecticut
$187K – – –
SPF
2030
South Plains Financial
Texas
$186K -$11.9K -118 -6%
BGAI
2031
Bruce G. Allen Investments
Colorado
$185K -$6.24K -62 -3%
HC
2032
Hara Capital
Washington
$184K – – –
BWM
2033
Bullock Wealth Management
Indiana
$183K +$179K +1,774 New
PK
2034
Pflug Koory
Nebraska
$178K – – –
NWM
2035
Navigoe Wealth Management
California
$174K +$160K +1,584 +1,320%
CM
2036
Capula Management
Cayman Islands
$172K -$1.11M -11,011 -87%
SI
2037
Sava Infond
Slovenia
$169K +$166K +1,650 New
MSWM
2038
Mowery & Schoenfeld Wealth Management
Illinois
$167K – – –
SCM
2039
Silvant Capital Management
Georgia
$164K – – –
LIA
2040
Luken Investment Analytics
Tennessee
$164K – – –
GIM
2041
Generali Investments Management
Slovenia
$162K – – –
SEP
2042
Signature Equity Partners
Ohio
$161K +$4.73K +47 +3%
OPTFSNA
2043
Old Point Trust & Financial Services N A
Virginia
$160K – – –
SL
2044
Salomon & Ludwin
Virginia
$159K -$1.31K -13 -0.8%
BBPWM
2045
Blue Bell Private Wealth Management
Pennsylvania
$158K +$2.52K +25 +2%
IAAG
2046
Innovative Asset Advisors Group
Connecticut
$157K -$40.5K -402 -21%
RF
2047
Rossby Financial
Florida
$152K +$23.4K +232 +18%
SC
2048
SouthState Corp
Florida
$151K -$13K -129 -8%
CG
2049
Curat Global
New Hampshire
$150K -$131K -1,300 -88%
BC
2050
Bayforest Capital
United Kingdom
$150K +$102K +1,017 +227%
80 81
82
83 84