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Name Holding Trade Value Shares
Change 		Change in
Stake
BG
2026
Berry Group
Massachusetts
$627K +$229 +1 +0%
NVIM
2027
New Vernon Investment Management
Illinois
$626K – – –
CNB
2028
Camden National Bank
Maine
$623K -$37.8K -165 -6%
CA
2029
Capital Advantage
California
$623K +$5.26K +23 +0.9%
MCM
2030
Mainstay Capital Management
Michigan
$623K +$13.7K +60 +2%
WG
2031
Watchman Group
Texas
$621K – – –
HI
2032
Hudock Inc
Pennsylvania
$621K +$7.55K +33 +1%
MWC
2033
MBM Wealth Consultants
Missouri
$620K -$225K -982 -28%
PB
2034
Pinnacle Bancorp
Nebraska
$619K -$25.2K -110 -4%
SFG
2035
Sunburst Financial Group
Alabama
$619K +$20.8K +91 +4%
CFFP
2036
Center for Financial Planning
Michigan
$618K +$108K +473 +24%
CPIG
2037
Chicago Partners Investment Group
Illinois
$617K +$43.3K +189 +9%
RTC
2038
Riverview Trust Company
Washington
$614K – – –
AIA
2039
Allied Investment Advisors
Montana
$610K -$7.55K -33 -1%
RZH
2040
Relyea Zuckerberg Hanson
Connecticut
$610K +$2.06K +9 +0.4%
ABTD
2041
Arvest Bank Trust Division
Oklahoma
$609K -$84.7K -370 -13%
KWA
2042
KCS Wealth Advisory
California
$607K +$5.04K +22 +0.9%
IA
2043
IFG Advisors
Missouri
$605K +$3.89K +17 +0.7%
CS
2044
Cannell & Spears
New York
$603K +$5.49K +24 +1%
CAS
2045
Cascadia Advisory Services
Oregon
$602K +$550K +2,401 New
APW
2046
Acima Private Wealth
Virginia
$601K – – –
MTC
2047
McDaniel Terry & Co
Texas
$600K -$28.2K -123 -5%
SHWM
2048
Silicon Hills Wealth Management
Texas
$600K – – –
PP
2049
PDS Planning
Ohio
$600K +$80.1K +350 +17%
NWS
2050
Newport Wealth Strategies
California
$599K -$236K -1,029 -30%
80 81
82
83 84