Name Holding Trade Value Shares
Change
Change in
Stake
IAP
2026
Indie Asset Partners
Indiana
$255K -$18.4K -75 -7%
FMP
2027
Financial Management Professionals
Texas
$255K -$2.7K -11 -1%
KWM
2028
Kolinsky Wealth Management
New Jersey
$255K +$17.4K +71 +7%
9WM
2029
9258 Wealth Management
Ohio
$255K +$30.4K +124 +13%
TNA
2030
True North Advisors
Texas
$255K +$33.3K +136 +15%
OMIC
2031
Old Mission Investment Co
Michigan
$255K -$50.2K -205 -16%
PO
2032
Private Ocean
California
$254K -$245 -1 -0.1%
SFWC
2033
Strategic Family Wealth Counselors
New Jersey
$254K +$8.58K +35 +3%
BAM
2034
Byrne Asset Management
New Jersey
$254K +$62.2K +254 +32%
TPA
2035
Trivium Point Advisory
Connecticut
$253K -$5.64K -23 -2%
RWA
2036
Redmont Wealth Advisors
Illinois
$253K – – –
SC
2037
Schulhoff & Co
Ohio
$253K – – –
FCFC
2038
First Commonwealth Financial Corp
Pennsylvania
$252K -$8.09K -33 -3%
CNB
2039
Camden National Bank
Maine
$252K – – –
FNWM
2040
Financial Network Wealth Management
Utah
$252K – – –
FAG
2041
Financial Advisory Group
Texas
$252K +$1.96K +8 +0.8%
SIC
2042
Salem Investment Counselors
North Carolina
$252K +$11K +45 +5%
SPFA
2043
Summit Place Financial Advisors
New Jersey
$251K – – –
TC
2044
TwinBeech Capital
New York
$251K +$252K +1,030 New
TAM
2045
Trillium Asset Management
Massachusetts
$249K -$42.9K -175 -15%
HFS
2046
Hantz Financial Services
Michigan
$249K -$11.3K -46 -4%
SWK
2047
Stephen W. Kidder
$249K – – –
MWM
2048
Marion Wealth Management
Pennsylvania
$249K +$251K +1,025 New
MAG
2049
Mayfair Advisory Group
Alabama
$248K +$27.4K +112 +13%
SEP
2050
Southland Equity Partners
Missouri
$247K +$10.8K +44 +5%