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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2026
Campbell Wealth Management
Virginia
$502K +$456K +4,565 New
BB
2027
Bell Bank
North Dakota
$502K +$100 +1 +0%
SNB
2028
Security National Bank
Nebraska
$501K -$69.9K -700 -13%
BMC
2029
Beaton Management Company
Massachusetts
$498K -$2.4K -24 -0.5%
AFT
2030
Alpha Family Trust
California
$498K +$130K +1,300 +40%
IWM
2031
Integris Wealth Management
California
$497K – – –
MCM
2032
Mengis Capital Management
Oregon
$497K – – –
AIM
2033
Alhambra Investment Management
Florida
$496K -$5K -50 -1%
FC
2034
Forte Capital
New York
$496K -$68.3K -684 -13%
AA
2035
Alta Advisers
United Kingdom
$495K – – –
Partners Capital Investment Group
2036
Partners Capital Investment Group
Massachusetts
$493K +$185K +1,850 +70%
AIM
2037
Acropolis Investment Management
Missouri
$493K -$58.1K -581 -11%
JE
2038
JMAC Enterprises
Pennsylvania
$493K +$50K +500 +13%
WAM
2039
Wakefield Asset Management
Colorado
$491K +$446K +4,459 New
Caxton Associates (New York)
2040
Caxton Associates (New York)
New York
$491K -$894K -8,944 -67%
NCM
2041
Northwest Capital Management
Oregon
$490K -$8.49K -85 -2%
RB
2042
Renasant Bank
Mississippi
$490K +$8.19K +82 +2%
HS
2043
Horan Securities
United States
$489K – – –
FAFN
2044
First Affirmative Financial Network
Colorado
$489K +$13.5K +135 +3%
BWA
2045
BCU Wealth Advisors
Illinois
$489K +$444K +4,443 New
SP
2046
Stonebrook Private
Michigan
$489K +$444K +4,439 New
PWMG
2047
Pinnacle Wealth Management Group
Michigan
$487K – – –
GAM
2048
Gould Asset Management
California
$487K -$13K -130 -3%
GIP
2049
Greatmark Investment Partners
Georgia
$486K -$400 -4 -0.1%
GLLW
2050
Graves Light Lenhart Wealth
Virginia
$486K – – –