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Name Holding Trade Value Shares
Change
Change in
Stake
JFA
2026
JNBA Financial Advisors
Minnesota
$206K -$65.9K -268 -24%
KCPG
2027
Kavar Capital Partners Group
Kansas
$205K +$207K +840 New
JF
2028
JSF Financial
California
$204K -$54.9K -223 -21%
GIM
2029
Guild Investment Management
California
$203K +$2.21K +9 +1%
GWM
2030
Greenwich Wealth Management
Connecticut
$203K +$205K +835 New
TA
2031
TruWealth Advisors
Louisiana
$202K -$67.2K -273 -25%
SCI
2032
S&CO Inc
Massachusetts
$202K – – –
CPA
2033
Capital Planning Advisors
California
$202K +$203K +827 New
GWSG
2034
GPS Wealth Strategies Group
Colorado
$198K +$6.64K +27 +3%
SCA
2035
Stonebridge Capital Advisors
Minnesota
$195K -$11.3K -46 -5%
IP
2036
Isthmus Partners
Wisconsin
$195K +$197K +800 New
EFSCE
2037
Enterprise Financial Services Corp (EFSC)
Missouri
$193K -$31.5K -128 -14%
HBT
2038
Hills Bank & Trust
Iowa
$188K -$984 -4 -0.5%
WR
2039
WD Rutherford
Oregon
$187K – – –
CP
2040
Castleview Partners
Texas
$185K +$186K +758 New
CTB
2041
Country Trust Bank
Illinois
$184K +$9.35K +38 +5%
PP
2042
PDS Planning
Ohio
$179K +$180K +733 New
PMAS
2043
PNC Managed Account Solutions
Texas
$178K +$180K +731 New
CPWM
2044
Cypress Point Wealth Management
Texas
$176K +$177K +720 New
DAC
2045
Dividend Assets Capital
South Carolina
$175K -$62.7K -255 -26%
TJHA
2046
Thomas J. Herzfeld Advisors
Florida
$175K – – –
PSB
2047
Piscataqua Savings Bank
New Hampshire
$172K – – –
ACM
2048
AUA Capital Management
Pennsylvania
$171K – – –
DFCM
2049
Dark Forest Capital Management
Puerto Rico
$169K +$170K +693 New
FMP
2050
Financial Management Professionals
Texas
$168K +$10.6K +43 +7%