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Name Holding Trade Value Shares
Change 		Change in
Stake
FPB
2026
First PREMIER Bank
South Dakota
$129K – – –
BGA
2027
Battery Global Advisors
Massachusetts
$129K +$135K +1,225 New
PWMG
2028
Prestige Wealth Management Group
New Jersey
$128K -$549 -5 -0.4%
WAS
2029
Winch Advisory Services
Wisconsin
$128K +$769 +7 +0.6%
AAP
2030
Arax Advisory Partners
Colorado
$127K -$8.79K -80 -6%
SNB
2031
Security National Bank
Nebraska
$125K -$2.64K -24 -2%
MSG
2032
Main Street Group
Virginia
$124K +$220 +2 +0.2%
CAL
2033
Capital Advisors Ltd
Ohio
$120K -$1.65K -15 -1%
CA
2034
Centerpoint Advisors
Massachusetts
$119K – – –
JFA
2035
JNBA Financial Advisors
Minnesota
$117K +$769 +7 +0.6%
MTIC
2036
Missouri Trust & Investment Company
Missouri
$116K +$22K +200 +22%
PP
2037
Pacifica Partners
Canada
$111K +$1.43K +13 +1%
BC
2038
Belmont Capital
California
$109K – – –
BLC
2039
Brown, Lisle/Cummings
Rhode Island
$109K – – –
FWM
2040
FSA Wealth Management
Massachusetts
$108K +$112K +1,024 New
ACA
2041
American Capital Advisory
Idaho
$106K – – –
DF
2042
DecisionPoint Financial
Arizona
$105K – – –
M
2043
MOTCO
Texas
$105K +$44.3K +403 +68%
MCM
2044
Manchester Capital Management
Vermont
$103K +$38K +346 +54%
CPG
2045
Cornerstone Planning Group
New Jersey
$102K -$6.15K -56 -5%
GG
2046
Gleason Group
Kentucky
$98K -$14.3K -130 -12%
GIA
2047
GHP Investment Advisors
Colorado
$97.1K -$37.5K -341 -27%
SFFS
2048
Stonehage Fleming Financial Services
Jersey
$95.8K – – –
CWC
2049
Carolinas Wealth Consulting
North Carolina
$94.4K -$5.82K -53 -6%
MFT
2050
Moisand Fitzgerald Tamayo
Florida
$92.1K – – –
80 81
82
83 84