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Name Holding Trade Value Shares
Change 		Change in
Stake
SOAMC
2026
Spirit of America Management Corp
New York
$160K +$152K +1,750 New
MPW
2027
MASECO Private Wealth
$159K +$150K +1,735 New
HBT
2028
Hills Bank & Trust
Iowa
$155K -$3.03K -35 -2%
ATC
2029
Advantage Trust Company
Kansas
$155K +$34.7K +400 +31%
DWM
2030
Darwin Wealth Management
Florida
$153K +$52.6K +607 +57%
MCM
2031
MV Capital Management
Maryland
$153K -$5.46K -63 -4%
RI
2032
Ridgewood Investments
New Jersey
$153K -$8.67K -100 -6%
USB
2033
Union Savings Bank
Connecticut
$151K – – –
MTC
2034
Matrix Trust Company
Colorado
$150K +$22.2K +256 +19%
SCM
2035
Silvant Capital Management
Georgia
$147K – – –
LIA
2036
Luken Investment Analytics
Tennessee
$147K – – –
WOC
2037
West Oak Capital
California
$147K – – –
PMFA
2038
Plante Moran Financial Advisors
Michigan
$146K -$7.19K -83 -5%
OPTFSNA
2039
Old Point Trust & Financial Services N A
Virginia
$144K – – –
TPWA
2040
Twin Peaks Wealth Advisors
California
$143K +$133K +1,532 New
AT
2041
Avalon Trust
New Mexico
$143K -$71.4K -824 -35%
WSCM
2042
Wellington Shields Capital Management
New York
$142K – – –
WTFG
2043
Wood Tarver Financial Group
Idaho
$142K +$11.5K +133 +9%
BFPW
2044
BOK Financial Private Wealth
Colorado
$141K – – –
RA
2045
Rise Advisors
New York
$141K -$173 -2 -0.1%
FNWA
2046
Financial Network Wealth Advisors
Utah
$138K -$117K -1,351 -47%
BT
2047
Banque Transatlantique
France
$133K – – –
AAM
2048
Alphadyne Asset Management
New York
$131K +$124K +1,431 New
TFIPS
2049
Towarzystwo Funduszy Inwestycyjnych PZU SA
$131K +$18.2K +210 +17%
BIM
2050
Breakwater Investment Management
Washington
$130K – – –
80 81
82
83 84