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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2026
Absher Wealth Management
North Carolina
$629K +$93.4K +408 +19%
BG
2027
Berry Group
Massachusetts
$627K +$229 +1 +0%
NVIM
2028
New Vernon Investment Management
Illinois
$626K – – –
CNB
2029
Camden National Bank
Maine
$623K -$37.8K -165 -6%
CA
2030
Capital Advantage
California
$623K +$5.26K +23 +0.9%
MCM
2031
Mainstay Capital Management
Michigan
$623K +$13.7K +60 +2%
WG
2032
Watchman Group
Texas
$621K – – –
HI
2033
Hudock Inc
Pennsylvania
$621K +$7.55K +33 +1%
MWC
2034
MBM Wealth Consultants
Missouri
$620K -$225K -982 -28%
PB
2035
Pinnacle Bancorp
Nebraska
$619K -$25.2K -110 -4%
SFG
2036
Sunburst Financial Group
Alabama
$619K +$20.8K +91 +4%
CFFP
2037
Center for Financial Planning
Michigan
$618K +$108K +473 +24%
CPIG
2038
Chicago Partners Investment Group
Illinois
$617K +$43.3K +189 +9%
RTC
2039
Riverview Trust Company
Washington
$614K – – –
AIA
2040
Allied Investment Advisors
Montana
$610K -$7.55K -33 -1%
RZH
2041
Relyea Zuckerberg Hanson
Connecticut
$610K +$2.06K +9 +0.4%
ABTD
2042
Arvest Bank Trust Division
Oklahoma
$609K -$84.7K -370 -13%
KWA
2043
KCS Wealth Advisory
California
$607K +$5.04K +22 +0.9%
IA
2044
IFG Advisors
Missouri
$605K +$3.89K +17 +0.7%
CS
2045
Cannell & Spears
New York
$603K +$5.49K +24 +1%
CAS
2046
Cascadia Advisory Services
Oregon
$602K +$550K +2,401 New
APW
2047
Acima Private Wealth
Virginia
$601K – – –
MTC
2048
McDaniel Terry & Co
Texas
$600K -$28.2K -123 -5%
SHWM
2049
Silicon Hills Wealth Management
Texas
$600K – – –
PP
2050
PDS Planning
Ohio
$600K +$80.1K +350 +17%
80 81
82
83 84