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Name Holding Trade Value Shares
Change
Change in
Stake
PMIM
2026
Prudent Man Investment Management
Colorado
$64.2K – – –
SEP
2027
Signature Equity Partners
Ohio
$63.6K +$11K +8 +20%
KSB
2028
Kennebec Savings Bank
Maine
$63.4K +$4.11K +3 +7%
EP
2029
Essential Partners
California
$62.1K +$11K +8 +21%
EIP
2030
Essential Investment Partners
Colorado
$60.8K – – –
HHGA
2031
Halbert Hargrove Global Advisors
California
$59.6K – – –
RWM
2032
Raffa Wealth Management
District of Columbia
$59.4K -$4.11K -3 -6%
TIM
2033
Thompson Investment Management
Wisconsin
$59.4K – – –
AIC
2034
Archer Investment Corporation
Indiana
$58.3K – – –
JWM
2035
JPL Wealth Management
Colorado
$56.8K +$58.9K +43 New
SA
2036
SRH Advisors
Kansas
$55.5K – – –
HIIFS
2037
Harel Insurance Investments & Financial Services
Israel
$55K +$58.9K +43 New
IWP
2038
IAG Wealth Partners
Wisconsin
$52.8K – – –
PAM
2039
Parvin Asset Management
South Dakota
$52.8K – – –
RF
2040
Robinswood Financial
Washington
$52.8K – – –
AWM
2041
Abound Wealth Management
Tennessee
$51.5K – – –
EWM
2042
Evolution Wealth Management
Florida
$50.2K +$9.59K +7 +23%
OAJ
2043
Ogorek Anthony Joseph
New York
$48K – – –
NRWA
2044
North Ridge Wealth Advisors
Oregon
$47.5K – – –
FIM
2045
FWL Investment Management
Texas
$47.5K +$1.37K +1 +3%
KFAS
2046
Keating Financial Advisory Services
Kansas
$46.2K -$2.11M -1,540 -98%
POIA
2047
Pin Oak Investment Advisors
Texas
$46K – – –
Optiver Holding
2048
Optiver Holding
Netherlands
$43.6K -$7.67M -5,595 -99%
PGAM
2049
Princeton Global Asset Management
New Jersey
$43.6K – – –
BWM
2050
Bullock Wealth Management
Indiana
$43.5K – – –