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Name Holding Trade Value Shares
Change
Change in
Stake
LA
2026
Lane & Associates
New Jersey
$288K +$292K +1,191 New
MWPCG
2027
Measured Wealth Private Client Group
New Hampshire
$288K -$1.72K -7 -0.6%
KFC
2028
Klingenstein Fields & Co
New York
$288K +$21.6K +88 +8%
MFG
2029
MidWestOne Financial Group
Iowa
$287K -$4.91K -20 -2%
DLCIG
2030
D.L. Carlson Investment Group
New Hampshire
$287K +$12.8K +52 +5%
BRM
2031
Boston Research & Management
Massachusetts
$286K
WA
2032
Waterford Advisors
New York
$286K +$1.47K +6 +0.5%
LTI
2033
Laffer Tengler Investments
Tennessee
$286K +$6.63K +27 +2%
CFP
2034
Catalyst Financial Partners
Massachusetts
$286K +$68K +277 +31%
TFP
2035
Tilia Fiduciary Partners
North Carolina
$285K +$736 +3 +0.3%
FMP
2036
Financial Management Professionals
Texas
$285K +$74.6K +304 +35%
PL
2037
Parthenon LLC
Kentucky
$285K
ACM
2038
Alethea Capital Management
Washington
$284K
CWM
2039
Cornerstone Wealth Management
Missouri
$283K +$287K +1,171 New
EWM
2040
Endurance Wealth Management
Rhode Island
$283K
GWM
2041
Gray Wealth Management
Maine
$282K +$8.84K +36 +3%
HCM
2042
Highview Capital Management
Illinois
$282K
BAM
2043
Byrne Asset Management
New Jersey
$282K +$52.8K +215 +23%
SSW
2044
Smith Shellnut Wilson
Mississippi
$281K
CFO
2045
Capitol Family Office
Oregon
$280K
FCT
2046
First Community Trust
Iowa
$280K
SWA
2047
Sax Wealth Advisors
New Jersey
$279K +$491 +2 +0.2%
AAM
2048
Aureus Asset Management
Massachusetts
$279K -$5.16K -21 -2%
AFA
2049
American Financial Advisors
Georgia
$279K +$2.21K +9 +0.8%
LCOV
2050
London Company of Virginia
Virginia
$278K