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Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
2026
Berman Capital Advisors
Georgia
$113K +$77.9K +651 +265%
BCM
2027
Blume Capital Management
California
$112K – – –
JFA
2028
JNBA Financial Advisors
Minnesota
$108K -$6.34K -53 -6%
BG
2029
Bollard Group
Massachusetts
$107K – – –
PG
2030
Proffitt & Goodson
Tennessee
$104K – – –
MIFH
2031
Migdal Insurance & Financial Holdings
Israel
$103K +$18.9K +158 +24%
CWA
2032
Clearview Wealth Advisors
Oregon
$103K +$55.4K +463 +134%
ASBI
2033
American State Bank (Iowa)
Iowa
$103K – – –
FPB
2034
First PREMIER Bank
South Dakota
$102K +$1.2K +10 +1%
LF
2035
Lee Financial
Texas
$98K – – –
VBCG
2036
Valley Brook Capital Group
Pennsylvania
$97K -$27.4K -229 -23%
BCMIO
2037
Beacon Capital Management Inc (Ohio)
Ohio
$97K – – –
MWA
2038
Moser Wealth Advisors
Washington
$90K – – –
WOC
2039
West Oak Capital
California
$89K +$1.92K +16 +2%
TFO
2040
Tarbox Family Office
California
$86K – – –
ANBT
2041
American National Bank & Trust
Texas
$85K – – –
HWM
2042
HighMark Wealth Management
Minnesota
$85K +$957 +8 +1%
SFFS
2043
Stonehage Fleming Financial Services
Jersey
$84K – – –
SC
2044
Sierra Capital
Florida
$82K +$76.7K +641 New
LJHT
2045
Laurie J. Hall Trustee
$81K -$30.6K -256 -29%
ACM
2046
AUA Capital Management
Pennsylvania
$80K – – –
AIM
2047
Arcadia Investment Management
Michigan
$78K -$50K -418 -41%
ARIS
2048
Advanced Research Investment Solutions
California
$78K – – –
CAM
2049
Close Asset Management
United Kingdom
$75K -$75K -627 -52%
AWM
2050
Activest Wealth Management
Florida
$75K +$70.1K +586 New
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