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Name Holding Trade Value Shares
Change 		Change in
Stake
ESBC
2026
E.S. Barr & Co
Kentucky
$1.08M +$5.95K +40 +0.5%
FPGK
2027
Financial Partners Group (Kansas)
Kansas
$1.08M -$46.6K -313 -4%
GAA
2028
Global Assets Advisory
Florida
$1.08M +$1.07M +7,207 New
CCM
2029
Chickasaw Capital Management
Tennessee
$1.08M – – –
FCT
2030
First Community Trust
Iowa
$1.08M – – –
FWA
2031
FSM Wealth Advisors
Ohio
$1.08M +$16.1K +108 +1%
MPPLM
2032
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.08M -$76.5K -514 -7%
DA
2033
Denali Advisors
California
$1.08M +$194K +1,301 +22%
KIC
2034
Keating Investment Counselors
Florida
$1.07M -$7.44K -50 -0.7%
USB
2035
Union Savings Bank
Connecticut
$1.07M +$1.04K +7 +0.1%
SLWA
2036
San Luis Wealth Advisors
California
$1.07M +$47.6K +320 +5%
AWA
2037
Aaron Wealth Advisors
Illinois
$1.07M +$78.6K +528 +8%
PK
2038
Pflug Koory
Nebraska
$1.07M +$1.08M +7,247 New
CTC
2039
Cetera Trust Company
Minnesota
$1.07M – – –
VBCG
2040
Valley Brook Capital Group
Pennsylvania
$1.06M +$5.95K +40 +0.6%
AIM
2041
Arcadia Investment Management
Michigan
$1.06M +$74.4K +500 +7%
FIB
2042
First Interstate Bank
Montana
$1.06M +$87.1K +585 +9%
PMG
2043
ProVise Management Group
Florida
$1.06M -$6.32M -42,470 -85%
WHC
2044
Wulff, Hansen & Co
California
$1.06M -$46.1K -310 -4%
AFG
2045
ABLE Financial Group
Arizona
$1.06M -$44.2K -297 -4%
BW
2046
BIP Wealth
Georgia
$1.06M +$626K +4,208 +141%
CP
2047
Covenant Partners
Tennessee
$1.06M +$6.7K +45 +0.6%
GA
2048
GoalVest Advisory
New York
$1.06M +$69.5K +467 +7%
DFS
2049
Dixon Fnancial Services
California
$1.05M +$893 +6 +0.1%
RSC
2050
Red Spruce Capital
Pennsylvania
$1.05M -$75.5K -507 -7%
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