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Name Holding Trade Value Shares
Change
Change in
Stake
KFS
2026
Kurt F. Somerville
$514K -$11.1K -250 -2%
AFG
2027
Allegheny Financial Group
Pennsylvania
$514K +$6.03K +136 +1%
AMM
2028
American Money Management
California
$513K -$10.6K -239 -2%
CWA
2029
Clarity Wealth Advisors
California
$512K -$10.5K -237 -2%
SFCL
2030
Strengthening Families & Communities LLC
Massachusetts
$512K +$71.3K +1,608 +14%
PIA
2031
Perennial Investment Advisors
California
$509K +$42.1K +950 +8%
BHB
2032
Bank Hapoalim BM
Israel
$507K -$613K -13,825 -52%
FNBOSM
2033
First National Bank of South Miami
Florida
$507K -$41.8K -942 -7%
SAM
2034
SignalPoint Asset Management
Missouri
$507K +$10.4K +235 +2%
T
2035
TRUADVICE
Florida
$505K +$22.4K +506 +5%
PFP
2036
Paragon Financial Partners
California
$502K -$887 -20 -0.2%
SAS
2037
Stelac Advisory Services
New York
$502K
EI
2038
EDMP Inc
Florida
$502K +$21.8K +492 +4%
FG
2039
Foster Group
Iowa
$500K +$42.5K +959 +8%
IBOK
2040
Independence Bank of Kentucky
Kentucky
$499K -$39.9K -900 -7%
FWM
2041
Focused Wealth Management
New York
$499K +$2.84K +64 +0.5%
WCM
2042
Whitener Capital Management
North Carolina
$499K +$74.5K +1,680 +16%
BWM
2043
BNC Wealth Management
Oregon
$499K +$222K +5,004 +67%
FAN
2044
Financial Advisors Network
California
$498K +$16.5K +372 +3%
WMA
2045
Wealth Management Associates
New Jersey
$498K +$6.21K +140 +1%
CCM
2046
Chilton Capital Management
Texas
$497K +$104K +2,333 +23%
SOW
2047
State of Wyoming
Wyoming
$497K +$391K +8,810 +244%
KWM
2048
Kolinsky Wealth Management
New Jersey
$496K +$17.8K +401 +3%
KFP
2049
KB Financial Partners
New Jersey
$496K +$63.7K +1,436 +13%
CWA
2050
CM Wealth Advisors
Ohio
$495K