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Name Holding Trade Value Shares
Change 		Change in
Stake
QPBE
2026
Quintet Private Bank (Europe)
Luxembourg
$135K +$17.6K +160 +14%
DWA
2027
Delos Wealth Advisors
Texas
$129K +$132K +1,200 +4,286%
FPB
2028
First PREMIER Bank
South Dakota
$129K – – –
BGA
2029
Battery Global Advisors
Massachusetts
$129K +$135K +1,225 New
PWMG
2030
Prestige Wealth Management Group
New Jersey
$128K -$549 -5 -0.4%
WAS
2031
Winch Advisory Services
Wisconsin
$128K +$769 +7 +0.6%
AAP
2032
Arax Advisory Partners
Colorado
$127K -$8.79K -80 -6%
SNB
2033
Security National Bank
Nebraska
$125K -$2.64K -24 -2%
MSG
2034
Main Street Group
Virginia
$124K +$220 +2 +0.2%
CAL
2035
Capital Advisors Ltd
Ohio
$120K -$1.65K -15 -1%
CA
2036
Centerpoint Advisors
Massachusetts
$119K – – –
JFA
2037
JNBA Financial Advisors
Minnesota
$117K +$769 +7 +0.6%
MTIC
2038
Missouri Trust & Investment Company
Missouri
$116K +$22K +200 +22%
PP
2039
Pacifica Partners
Canada
$111K +$1.43K +13 +1%
BC
2040
Belmont Capital
California
$109K – – –
BLC
2041
Brown, Lisle/Cummings
Rhode Island
$109K – – –
WOC
2042
West Oak Capital
California
$108K – – –
FWM
2043
FSA Wealth Management
Massachusetts
$108K +$112K +1,024 New
ACA
2044
American Capital Advisory
Idaho
$106K – – –
DF
2045
DecisionPoint Financial
Arizona
$105K – – –
M
2046
MOTCO
Texas
$105K +$44.3K +403 +68%
MCM
2047
Manchester Capital Management
Vermont
$103K +$38K +346 +54%
CPG
2048
Cornerstone Planning Group
New Jersey
$102K -$6.15K -56 -5%
GG
2049
Gleason Group
Kentucky
$98K -$14.3K -130 -12%
GIA
2050
GHP Investment Advisors
Colorado
$97.1K -$37.5K -341 -27%
80 81
82
83 84