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Name Holding Trade Value Shares
Change
Change in
Stake
SWIM
2026
Smallwood Wealth Investment Management
New Jersey
$548K – – –
MC
2027
Mathes Company
New York
$548K -$64.6K -600 -10%
TF
2028
Tompkins Financial
New York
$547K -$11.9K -111 -2%
SS
2029
Sunbelt Securities
Texas
$545K -$1.83K -17 -0.3%
SAM
2030
SP Asset Management
California
$544K +$10.8K +100 +2%
SCA
2031
St. Clair Advisors
Ohio
$544K – – –
HCM
2032
Hutchinson Capital Management
California
$544K +$215 +2 +0%
DIM
2033
Delta Investment Management
California
$543K -$4.74K -44 -0.8%
AFA
2034
American Financial Advisors
Georgia
$543K -$47.7K -443 -7%
AWG
2035
Altus Wealth Group
Colorado
$541K -$1.61K -15 -0.3%
MCM
2036
Morton Capital Management
California
$541K -$29.3K -272 -5%
LA
2037
LVW Advisors
New York
$540K +$108K +1,005 +23%
PB
2038
Pinnacle Bancorp
Nebraska
$539K -$3.34K -31 -0.6%
LA
2039
Lifeworks Advisors
Michigan
$539K -$57.9K -538 -9%
MCWS
2040
McKinley Carter Wealth Services
West Virginia
$538K -$50.7K -471 -8%
PFG
2041
Prosperity Financial Group
California
$538K +$39.6K +368 +7%
BCFD
2042
Boit C.F. David
$536K – – –
GA
2043
Goldstein Advisors
Wisconsin
$536K -$176K -1,638 -23%
NJIM
2044
Nabity-Jensen Investment Management
Nebraska
$535K -$9.15K -85 -2%
DA
2045
Detalus Advisors
Missouri
$535K -$4.31K -40 -0.7%
FFG
2046
Fiduciary Financial Group
California
$535K +$585K +5,430 New
NCTC
2047
New Covenant Trust Company
Indiana
$534K +$17.7K +164 +3%
WDG
2048
Wealth Dimensions Group
Ohio
$533K +$49.2K +457 +9%
BFG
2049
Beacon Financial Group
Texas
$533K -$41.2K -383 -7%
NCM
2050
Neumann Capital Management
California
$533K – – –