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Name Holding Trade Value Shares
Change 		Change in
Stake
BI
2026
Ballast Inc
Kentucky
$1.5M -$22.8K -60 -2%
ZF
2027
Zhang Financial
Michigan
$1.49M +$11.8K +31 +0.9%
BSB
2028
Bangor Savings Bank
Maine
$1.49M +$7.61K +20 +0.6%
BC
2029
Bowman & Company
Wisconsin
$1.49M +$1.36M +3,584 New
SIM
2030
SSI Investment Management
California
$1.49M -$3.81K -10 -0.3%
BCM
2031
Boltwood Capital Management
California
$1.48M -$28.6K -75 -2%
FCFC
2032
First Citizens Financial Corp
Iowa
$1.48M -$9.14K -24 -0.7%
CNBTD
2033
Citizens National Bank Trust Department
Mississippi
$1.48M -$3.18M -8,350 -70%
EM
2034
Excalibur Management
Massachusetts
$1.48M -$57.1K -150 -4%
CCB
2035
Cutter & Co Brokerage
Missouri
$1.47M +$761 +2 +0.1%
SC
2036
SRB Corp
Massachusetts
$1.47M -$645K -1,694 -32%
MG
2037
Mather Group
Illinois
$1.47M +$649K +1,706 +93%
AC
2038
Avestar Capital
New York
$1.47M +$168K +440 +14%
BWP
2039
Baldwin Wealth Partners
Massachusetts
$1.47M +$82.2K +216 +7%
HR
2040
Hardy Reed
Mississippi
$1.47M – – –
LFG
2041
Larson Financial Group
Missouri
$1.46M +$130K +342 +11%
KWP
2042
Keystone Wealth Partners
Arizona
$1.46M -$54.4K -143 -4%
TFA
2043
Toth Financial Advisory
Virginia
$1.46M +$8K +21 +0.6%
RCA
2044
Ranch Capital Advisors
Florida
$1.45M -$1.14K -3 -0.1%
SGK
2045
Steigerwald Gordon & Koch
Virginia
$1.45M +$27K +71 +2%
VAG
2046
VisionPoint Advisory Group
Texas
$1.45M +$88.7K +233 +6%
KA
2047
Kozak & Associates
Colorado
$1.45M +$139K +364 +9%
FCA
2048
FLC Capital Advisors
California
$1.45M +$381 +1 +0%
WSC
2049
Wellington Shields & Co
New York
$1.45M +$279K +732 +27%
UBG
2050
United Bank (Georgia)
Georgia
$1.44M -$826K -2,171 -38%
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