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Name Holding Trade Value Shares
Change
Change in
Stake
TBT
2026
Texas Bank & Trust
Texas
$18.7M +$17.6M +74,742 New
DDPIC
2027
Deroy & Devereaux Private Investment Counsel
Michigan
$18.7M -$159K -675 -0.9%
SFS
2028
Strategic Financial Services
New York
$18.7M +$68.3K +290 +0.4%
JHCP
2029
Jackson Hole Capital Partners
Oklahoma
$18.7M -$821K -3,484 -4%
RFG
2030
RFP Financial Group
Georgia
$18.7M -$538K -2,283 -3%
GAM
2031
Grandview Asset Management
Pennsylvania
$18.7M -$2.39M -10,144 -12%
DA
2032
DCM Advisors
New York
$18.7M +$3.39M +14,393 +24%
RMC
2033
Ring Mountain Capital
California
$18.6M +$17.5M +74,436 New
KWS
2034
Keystone Wealth Services
California
$18.6M -$80.4K -341 -0.5%
NCGI
2035
Next Century Growth Investors
Minnesota
$18.6M +$2.76M +11,708 +19%
WG
2036
Wealth Group
North Carolina
$18.5M -$51.6K -219 -0.3%
HCC
2037
Hirtle Callaghan & Co
Pennsylvania
$18.5M +$221K +939 +1%
TCWA
2038
Turtle Creek Wealth Advisors
Texas
$18.5M +$1.71M +7,262 +11%
SC
2039
Schubert & Co
Texas
$18.5M -$1.11M -4,711 -6%
IIA
2040
IPG Investment Advisors
California
$18.4M -$4.75M -20,162 -22%
LWP
2041
LMG Wealth Partners
Louisiana
$18.4M -$31.1K -132 -0.2%
MAP
2042
Managed Asset Portfolios
Michigan
$18.4M -$110K -465 -0.6%
FCA
2043
FLC Capital Advisors
California
$18.3M -$119K -503 -0.7%
DWMS
2044
Dominguez Wealth Management Solutions
Virginia
$18.3M +$27.1K +115 +0.2%
ACS
2045
Archford Capital Strategies
Illinois
$18.2M +$1.05M +4,447 +6%
PFGIA
2046
Patriot Financial Group Insurance Agency
Massachusetts
$18.2M -$205K -871 -1%
CWM
2047
Centurion Wealth Management
Virginia
$18.2M -$103K -436 -0.6%
CICC
2048
Capital Investment Counsel (Colorado)
Colorado
$18.2M -$209K -885 -1%
BB
2049
Bell Bank
North Dakota
$18.2M -$315K -1,338 -2%
KIG
2050
Kennedy Investment Group
New Jersey
$18.2M -$109K -463 -0.6%