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Name Holding Trade Value Shares
Change 		Change in
Stake
AWG
2026
Altus Wealth Group
Colorado
$1.59M -$77.5K -348 -5%
SG
2027
StoneX Group
New York
$1.59M +$154K +693 +11%
AC
2028
Aristides Capital
Kentucky
$1.58M – – –
ARMT
2029
Amica Retiree Medical Trust
Rhode Island
$1.57M – – –
PSB
2030
Piscataqua Savings Bank
New Hampshire
$1.57M -$9.13K -41 -0.6%
BOC
2031
Barbara Oil Co
Illinois
$1.57M – – –
PP
2032
PDS Planning
Ohio
$1.57M +$451K +2,025 +41%
C
2033
Certuity
Florida
$1.56M +$10.2K +46 +0.7%
JIC
2034
Joel Isaacson & Co
New York
$1.56M -$83.5K -375 -5%
LWM
2035
Ledge Wealth Management
Minnesota
$1.55M +$12.7K +57 +0.8%
B
2036
Barings
North Carolina
$1.54M -$457K -2,055 -23%
ZIG
2037
Zullo Investment Group
Pennsylvania
$1.54M +$57.2K +257 +4%
TAM
2038
Titleist Asset Management
Texas
$1.54M +$1.52M +6,822 New
IFS
2039
Intelligent Financial Strategies
Minnesota
$1.54M -$6.68K -30 -0.4%
LT
2040
Lindsell Train
United Kingdom
$1.53M – – –
MSFS
2041
Main Street Financial Solutions
Pennsylvania
$1.52M -$3.34K -15 -0.2%
WCF
2042
West Coast Financial
California
$1.52M -$11.8K -53 -0.8%
EA
2043
Emerald Advisers
Pennsylvania
$1.52M – – –
KFS
2044
Kurt F. Somerville
$1.52M – – –
WC
2045
Waterloo Capital
Texas
$1.51M +$1.49M +6,685 New
CAM
2046
Covenant Asset Management
New Jersey
$1.51M +$7.34K +33 +0.5%
MFFIA
2047
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$1.5M -$223K -1,000 -13%
LWA
2048
Lineweaver Wealth Advisors
Ohio
$1.5M +$10.9K +49 +0.7%
BB
2049
Bell Bank
North Dakota
$1.5M +$18.9K +85 +1%
SFP
2050
Sandbox Financial Partners
Maryland
$1.49M +$2.67K +12 +0.2%
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