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Name Holding Trade Value Shares
Change 		Change in
Stake
FCT
2026
First Community Trust
Iowa
$1.1M – – –
WWM
2027
Whalen Wealth Management
Nevada
$1.1M +$1.12M +7,393 New
ASBI
2028
American State Bank (Iowa)
Iowa
$1.1M +$15.7K +104 +1%
VIG
2029
Vienna Insurance Group
Poland
$1.1M -$560K -3,703 -33%
EW
2030
Element Wealth
Mississippi
$1.1M -$34.5K -228 -3%
CTC
2031
Cetera Trust Company
Minnesota
$1.1M +$1.11M +7,369 New
GFA
2032
Gallagher Fiduciary Advisors
Illinois
$1.1M +$74.3K +491 +7%
SIS
2033
Sound Income Strategies
Florida
$1.1M +$383K +2,533 +53%
FRM
2034
Fox Run Management
Connecticut
$1.1M +$1.11M +7,343 New
CRI
2035
Colonial River Investments
Virginia
$1.09M -$505K -3,342 -31%
PCP
2036
Proficio Capital Partners
Massachusetts
$1.09M -$4.54K -30 -0.4%
PCG
2037
PFC Capital Group
California
$1.09M +$1.1M +7,295 New
LWL
2038
Leo Wealth LLC
Texas
$1.08M +$1.08M +7,150 New
GP
2039
Geneva Partners
Wisconsin
$1.08M -$1.18M -7,782 -52%
UBG
2040
United Bank (Georgia)
Georgia
$1.08M +$79.1K +523 +8%
SPG
2041
Strategic Planning Group
Utah
$1.08M +$1.1M +7,253 New
TAM
2042
Townsend Asset Management
North Carolina
$1.08M +$168K +1,109 +18%
BWM
2043
Baron Wealth Management
Michigan
$1.08M +$34.8K +230 +3%
PK
2044
Pflug Koory
Nebraska
$1.08M +$9.38K +62 +0.9%
MIM
2045
Morningstar Investment Management
Illinois
$1.08M +$93.9K +621 +9%
ACM
2046
Alta Capital Management
Utah
$1.08M +$285K +1,882 +35%
FWTB
2047
First Western Trust Bank
Colorado
$1.07M +$175K +1,157 +19%
SW
2048
SkyOak Wealth
Michigan
$1.07M – – –
ICM
2049
IMS Capital Management
Oregon
$1.07M +$409K +2,703 +60%
CBFP
2050
Cedar Brook Financial Partners
Ohio
$1.07M +$123K +811 +12%
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