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Name Holding Trade Value Shares
Change 		Change in
Stake
JEST
2026
JTC Employer Solutions Trustee
Jersey
$97K – – –
CJL
2027
Cyrus J. Lawrence
New York
$96K -$2.69M -33,030 -96%
AT
2028
Arlington Trust
Alabama
$93.7K -$89.1K -1,094 -48%
FC
2029
Fairscale Capital
New Hampshire
$93K +$100K +1,231 New
CWM
2030
CarsonAllaria Wealth Management
Illinois
$92.6K +$44.7K +549 +86%
GBT
2031
Grove Bank & Trust
Florida
$89.9K – – –
LWA
2032
Lowe Wealth Advisors
Maryland
$89.8K +$3.67K +45 +4%
SFCL
2033
Strengthening Families & Communities LLC
Massachusetts
$89K +$93.2K +1,144 New
CAS
2034
Coppell Advisory Solutions
Texas
$87.8K +$91.9K +1,128 New
CCA
2035
Catalyst Capital Advisors
New York
$85.6K +$1.87K +23 +2%
VAMG
2036
Voisard Asset Management Group
Michigan
$85.6K +$73.3K +900 +450%
DFA
2037
DHJJ Financial Advisors
Illinois
$85.3K – – –
GTAM
2038
Global Trust Asset Management
Florida
$84K +$570 +7 +0.7%
FMTCOCP
2039
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$82K -$5.21K -64 -6%
SL
2040
Salomon & Ludwin
Virginia
$81.4K -$103K -1,264 -55%
MFA
2041
McClarren Financial Advisors
Pennsylvania
$81K -$39.1K -480 -61%
GG
2042
Gleason Group
Kentucky
$80.6K +$652 +8 +0.8%
CCM
2043
Chilton Capital Management
Texas
$78.6K +$12.4K +152 +18%
C
2044
Covestor
United Kingdom
$78K +$21.4K +263 +36%
ACA
2045
American Capital Advisory
Idaho
$77.6K -$1.47K -18 -2%
PSB
2046
Piscataqua Savings Bank
New Hampshire
$76.7K – – –
CLOS
2047
Compagnie Lombard Odier SCmA
Switzerland
$76.3K -$38.7K -475 -33%
PPA
2048
Painted Porch Advisors
California
$74.1K +$77.5K +952 New
BAM
2049
Byrne Asset Management
New Jersey
$73.7K -$24K -295 -24%
LIA
2050
Lynx Investment Advisory
District of Columbia
$73.7K +$77K +946 New
80 81
82
83 84