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Name Holding Trade Value Shares
Change
Change in
Stake
BRM
2026
Boston Research & Management
Massachusetts
$274K +$11.6K +50 +4%
PL
2027
Parthenon LLC
Kentucky
$272K +$11.6K +50 +4%
MWPCG
2028
Measured Wealth Private Client Group
New Hampshire
$272K +$8.35K +36 +3%
STC
2029
Sarah T. Connolly
$272K
DA
2030
Detalus Advisors
Missouri
$270K +$29.7K +128 +12%
VF
2031
Vest Financial
Virginia
$270K +$283K +1,218 New
WCM
2032
WealthBridge Capital Management
Ohio
$269K -$18.3K -79 -6%
APC
2033
Asset Planning Corporation
Tennessee
$268K
GWM
2034
Gray Wealth Management
Maine
$268K +$9.05K +39 +3%
EFG
2035
Everhart Financial Group
Ohio
$268K -$5.8K -25 -2%
BW
2036
BIP Wealth
Georgia
$267K -$27.8K -120 -9%
FIB
2037
First Interstate Bank
Montana
$267K -$5.8K -25 -2%
AL
2038
ADE LLC
Maryland
$266K
JCM
2039
Jag Capital Management
Missouri
$266K
OFG
2040
Omega Financial Group
California
$266K
KA
2041
Klingman & Associates
New York
$266K +$61K +263 +28%
NRS
2042
Neville Rodie & Shaw
New York
$266K -$34.8K -150 -11%
SBWIC
2043
Schaper Benz & Wise Investment Counsel
Wisconsin
$265K
KFC
2044
Klingenstein Fields & Co
New York
$264K
CWA
2045
CM Wealth Advisors
Ohio
$264K +$259K +1,116 New
CFP
2046
Catalyst Financial Partners
Massachusetts
$262K +$232 +1 +0.1%
HBWM
2047
Hollow Brook Wealth Management
New York
$262K -$23.7K -102 -8%
TIA
2048
Traphagen Investment Advisors
New Jersey
$262K -$15.5K -67 -5%
SI
2049
Saxon Interests
Texas
$261K +$21.8K +94 +9%
EWM
2050
Endurance Wealth Management
Rhode Island
$260K