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Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
2026
Blue Chip Partners
Michigan
$515K +$6.48K +146 +1%
KFS
2027
Kurt F. Somerville
$514K -$11.1K -250 -2%
AFG
2028
Allegheny Financial Group
Pennsylvania
$514K +$6.03K +136 +1%
AMM
2029
American Money Management
California
$513K -$10.6K -239 -2%
CWA
2030
Clarity Wealth Advisors
California
$512K -$10.5K -237 -2%
SFCL
2031
Strengthening Families & Communities LLC
Massachusetts
$512K +$71.3K +1,608 +14%
PIA
2032
Perennial Investment Advisors
California
$509K +$42.1K +950 +8%
BHB
2033
Bank Hapoalim BM
Israel
$507K -$613K -13,825 -52%
FNBOSM
2034
First National Bank of South Miami
Florida
$507K -$41.8K -942 -7%
SAM
2035
SignalPoint Asset Management
Missouri
$507K +$10.4K +235 +2%
T
2036
TRUADVICE
Florida
$505K +$22.4K +506 +5%
PFP
2037
Paragon Financial Partners
California
$502K -$887 -20 -0.2%
SAS
2038
Stelac Advisory Services
New York
$502K – – –
EI
2039
EDMP Inc
Florida
$502K +$21.8K +492 +4%
FG
2040
Foster Group
Iowa
$500K +$42.5K +959 +8%
IBOK
2041
Independence Bank of Kentucky
Kentucky
$499K -$39.9K -900 -7%
FWM
2042
Focused Wealth Management
New York
$499K +$2.84K +64 +0.5%
WCM
2043
Whitener Capital Management
North Carolina
$499K +$74.5K +1,680 +16%
BWM
2044
BNC Wealth Management
Oregon
$499K +$222K +5,004 +67%
FAN
2045
Financial Advisors Network
California
$498K +$16.5K +372 +3%
WMA
2046
Wealth Management Associates
New Jersey
$498K +$6.21K +140 +1%
CCM
2047
Chilton Capital Management
Texas
$497K +$104K +2,333 +23%
SOW
2048
State of Wyoming
Wyoming
$497K +$391K +8,810 +244%
KWM
2049
Kolinsky Wealth Management
New Jersey
$496K +$17.8K +401 +3%
KFP
2050
KB Financial Partners
New Jersey
$496K +$63.7K +1,436 +13%
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