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Name Holding Trade Value Shares
Change
Change in
Stake
ISB
2026
Iowa State Bank
Iowa
$510K -$183K -1,478 -26%
CBT
2027
CoreFirst Bank & Trust
Kansas
$507K -$33.8K -273 -6%
MC
2028
Machina Capital
France
$507K +$345K +2,781 +185%
HWM
2029
HighMark Wealth Management
Minnesota
$504K +$1.12K +9 +0.2%
GWANC
2030
Guardian Wealth Advisors (North Carolina)
North Carolina
$502K -$98.7K -796 -16%
FAFN
2031
First Affirmative Financial Network
Colorado
$502K -$41.7K -336 -7%
OCPWS
2032
One Charles Private Wealth Services
Massachusetts
$501K +$50.8K +410 +11%
TCM
2033
Tradewinds Capital Management
Washington
$499K – – –
CHA
2034
Cooper/Haims Advisors
New York
$499K +$62K +500 +13%
BS
2035
Bessemer Securities
New York
$499K +$186K +1,500 +55%
PCG
2036
Private Capital Group
Connecticut
$498K -$8.68K -70 -2%
EFG
2037
Everhart Financial Group
Ohio
$498K +$133K +1,075 +34%
NIMI
2038
Natixis Investment Managers International
France
$498K +$522K +4,208 New
FDCC
2039
Foster Dykema Cabot & Co
Massachusetts
$497K -$25.4K -205 -5%
Bowen Hanes & Co
2040
Bowen Hanes & Co
Florida
$497K -$24.8K -200 -5%
CFN
2041
Cordasco Financial Network
Florida
$497K – – –
Procyon Advisors
2042
Procyon Advisors
Connecticut
$497K +$16.2K +131 +3%
AF
2043
Affiance Financial
Minnesota
$496K -$2.11K -17 -0.4%
CBFP
2044
Cedar Brook Financial Partners
Ohio
$496K +$93.5K +754 +22%
VW
2045
Vance Wealth
California
$495K – – –
GAM
2046
Gemmer Asset Management
California
$494K -$9.55K -77 -2%
HR
2047
Howe & Rusling
New York
$494K -$6.45K -52 -1%
LKIM
2048
Lawson Kroeker Investment Management
Nebraska
$494K -$1.86K -15 -0.4%
Journey Strategic Wealth
2049
Journey Strategic Wealth
New Jersey
$494K +$8.55K +69 +2%
CPC
2050
Congress Park Capital
New York
$493K – – –