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Name Holding Trade Value Shares
Change
Change in
Stake
FP
2026
Financial Perspectives
Minnesota
$15.9K – – –
First Eagle Investment Management
2027
First Eagle Investment Management
New York
$15.3K -$645M -2,025,781 -100%
NI
2028
NCP Inc
California
$15.3K – – –
OSNBOA
2029
Old Second National Bank of Aurora
Illinois
$14.6K -$3.18K -10 -18%
CB
2030
Centennial Bank
Arkansas
$14K -$3.18K -10 -19%
APW
2031
Acima Private Wealth
Virginia
$14K – – –
SFCL
2032
Strengthening Families & Communities LLC
Massachusetts
$14K -$3.18K -10 -19%
PAI
2033
Pittenger & Anderson Inc
Nebraska
$13.4K – – –
NA
2034
Networth Advisors
Pennsylvania
$13.4K +$12.4K +39 +1,300%
CA
2035
Crewe Advisors
Utah
$13K +$9.86K +31 +310%
BH
2036
Burk Holdings
Oklahoma
$13K +$13K +41 New
GCM
2037
Glynn Capital Management
California
$13K +$13K +41 New
SWIM
2038
Smallwood Wealth Investment Management
New Jersey
$13K – – –
MSG
2039
Main Street Group
Virginia
$12.4K +$12.4K +39 New
RBC
2040
Roble Belko & Company
Pennsylvania
$12K – – –
AI
2041
Atomic Invest
New York
$11.7K +$3.82K +12 +44%
AP
2042
Atwood & Palmer
Missouri
$11.1K – – –
MWM
2043
Mascoma Wealth Management
New Hampshire
$11.1K – – –
CAM
2044
Chesapeake Asset Management
New York
$11.1K – – –
SPF
2045
South Plains Financial
Texas
$11.1K +$11.1K +35 New
CNBTD
2046
Citizens National Bank Trust Department
Mississippi
$10.5K – – –
MWC
2047
MBM Wealth Consultants
Missouri
$10.5K +$10.5K +33 New
IWP
2048
IAG Wealth Partners
Wisconsin
$10.2K – – –
ITFISA
2049
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$10.2K +$10.2K +32 New
CIAM
2050
Caitong International Asset Management
Hong Kong
$9.54K -$80.2K -252 -89%