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Name Holding Trade Value Shares
Change
Change in
Stake
TPWM
2026
Twelve Points Wealth Management
Massachusetts
$430K -$18.8K -206 -4%
WP
2027
Westmount Partners
California
$430K +$26.8K +294 +7%
FB
2028
First Bancorp
Maine
$429K +$30.8K +337 +8%
DPI
2029
Diversified Portfolios Inc
Michigan
$429K +$87.3K +957 +25%
MAA
2030
Mraz Amerine & Associates
California
$429K – – –
ITIM
2031
Indiana Trust & Investment Management
Indiana
$429K -$101K -1,103 -19%
KTC
2032
Kentucky Trust Company
Kentucky
$428K -$111K -1,211 -20%
PRI
2033
Prepared Retirement Institute
Pennsylvania
$428K – – –
WB
2034
West Bancorporation
Iowa
$428K -$39.2K -429 -8%
MCM
2035
Marathon Capital Management
Maryland
$427K – – –
HCA
2036
Heck Capital Advisors
Wisconsin
$426K +$2.19K +24 +0.5%
ACA
2037
Ackerman Capital Advisors
Texas
$426K +$8.67K +95 +2%
SIA
2038
SGL Investment Advisors
Montana
$425K -$200K -2,187 -36%
RP
2039
Riverwater Partners
Wisconsin
$425K +$428K +4,687 New
TIA
2040
Traphagen Investment Advisors
New Jersey
$425K +$41.3K +452 +11%
AAP
2041
Aristotle Atlantic Partners
Florida
$424K -$461K -5,050 -52%
MP
2042
Moment Partners
California
$424K +$13.8K +151 +3%
RCM
2043
Requisite Capital Management
Texas
$423K -$913 -10 -0.2%
MPPHD
2044
Maloon Powers Pitre Higgins & Dennehy
California
$423K +$425K +4,656 New
ECM
2045
EagleClaw Capital Management
Massachusetts
$422K – – –
CL
2046
COWA LLC
Oklahoma
$421K – – –
CAM
2047
Columbia Asset Management
Michigan
$421K +$4.56K +50 +1%
CB
2048
CNB Bank
Pennsylvania
$421K -$31.1K -341 -7%
MPW
2049
MASECO Private Wealth
$421K -$16.4K -180 -4%
GWM
2050
GDS Wealth Management
Texas
$420K -$4.93K -54 -1%