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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2026
Curated Wealth Partners
California
$1.17M +$15.5K +51 +1%
KA
2027
Kercheville Advisors
Texas
$1.17M – – –
PWSG
2028
Pacific Wealth Strategies Group
California
$1.17M +$7.62K +25 +0.7%
JWM
2029
Jackson Wealth Management
Florida
$1.17M -$13.1K -43 -1%
AT
2030
Arvest Trust
Oklahoma
$1.16M -$2.13K -7 -0.2%
CGPCS
2031
Capital Group Private Client Services
California
$1.16M -$90.5K -297 -7%
RGI
2032
River Global Investors
United Kingdom
$1.16M +$53.9K +177 +5%
RCM
2033
Raleigh Capital Management
North Carolina
$1.16M +$7.92K +26 +0.7%
BSB
2034
Bangor Savings Bank
Maine
$1.16M -$34.7K -114 -3%
CANC
2035
Culbertson A N & Co
Virginia
$1.16M – – –
P
2036
&Partners
Tennessee
$1.16M -$2.13K -7 -0.2%
WI
2037
Wedgewood Investors
Pennsylvania
$1.16M – – –
PP
2038
PDS Planning
Ohio
$1.16M +$42.6K +140 +4%
EFSCE
2039
Enterprise Financial Services Corp (EFSC)
Missouri
$1.16M +$49K +161 +5%
DCM
2040
Disciplina Capital Management
Tennessee
$1.16M +$4.87K +16 +0.4%
IAA
2041
Independent Advisor Alliance
North Carolina
$1.15M -$561K -1,841 -2%
AF
2042
Aldebaran Financial
$1.15M -$35K -115 -3%
CC
2043
Callan Capital
California
$1.15M +$50.3K +165 +5%
GB
2044
Goepper Burkhardt
South Carolina
$1.15M +$299K +980 +37%
CSWG
2045
Cardinal Strategic Wealth Guidance
Kentucky
$1.15M – – –
BWP
2046
Balboa Wealth Partners
Arizona
$1.15M -$18.3K -60 -2%
KTC
2047
Kistler-Tiffany Companies
Pennsylvania
$1.14M -$278K -911 -20%
UBG
2048
United Bank (Georgia)
Georgia
$1.14M +$37.2K +122 +4%
GC
2049
Gilbert & Cook
Iowa
$1.14M +$7.31K +24 +0.7%
BA
2050
Birinyi Associates
Connecticut
$1.14M – – –
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