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Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
2026
Tiemann Investment Advisors
California
$811K +$54.8K +300 +8%
CC
2027
Centiva Capital
New York
$811K +$142K +776 +23%
CAC
2028
Certified Advisory Corp
Florida
$810K +$21.7K +119 +3%
FC
2029
Fulcrum Capital
Washington
$809K +$196K +1,072 +34%
WCM
2030
WealthBridge Capital Management
Ohio
$807K -$34.3K -188 -4%
NED
2031
Nancy E. Dempze
$807K – – –
BB
2032
Bell Bank
North Dakota
$804K -$4.57K -25 -0.6%
PSC
2033
Prentiss Smith & Co
Vermont
$804K – – –
SFWC
2034
Strategic Family Wealth Counselors
New Jersey
$801K +$1.28K +7 +0.2%
BFIM
2035
Beese Fulmer Investment Management
Ohio
$800K +$8.77K +48 +1%
DAM
2036
Delta Asset Management
Tennessee
$798K – – –
RPWA
2037
Regent Peak Wealth Advisors
Georgia
$798K +$133K +727 +21%
RWA
2038
Ropes Wealth Advisors
Massachusetts
$796K +$43.7K +239 +6%
TNA
2039
True North Advisors
Texas
$795K +$20.1K +110 +3%
BOS
2040
Bingham Osborn & Scarborough
California
$792K -$66K -361 -8%
MSS
2041
Mitchell Sinkler & Starr
Pennsylvania
$792K – – –
AMCA
2042
Arthur M. Cohen & Associates
Illinois
$789K +$100K +550 +16%
EWA
2043
Evolution Wealth Advisors
Florida
$786K +$252K +1,378 +51%
SB
2044
Sunflower Bank
Texas
$786K +$744K +4,073 New
KCM
2045
Kathmere Capital Management
Pennsylvania
$783K +$740K +4,051 New
AGA
2046
Accuvest Global Advisors
Utah
$781K -$109K -596 -13%
JA
2047
JLB & Associates
Michigan
$779K -$25.2K -138 -3%
AFA
2048
Arlington Financial Advisors
California
$779K – – –
NP
2049
Ninepoint Partners
Ontario, Canada
$774K +$335K +1,831 +84%
DFAM
2050
Deep Field Asset Management
California
$773K +$731K +4,000 New
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