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Name Holding Trade Value Shares
Change 		Change in
Stake
MPI
2026
Mairs & Power Inc
Minnesota
$295K – – –
TFO
2027
Tarbox Family Office
California
$294K -$884 -5 -0.3%
NP
2028
NorthRock Partners
Minnesota
$294K – – –
CCFCSB
2029
Cape Cod Five Cents Savings Bank
Massachusetts
$294K +$5.13K +29 +2%
HA
2030
Hamel Associates
New Jersey
$293K -$9.72K -55 -3%
BBP
2031
Banco BTG Pactual
Brazil
$293K +$4.77K +27 +2%
OIWM
2032
OptiFour Integrated Wealth Management
Virginia
$293K +$294K +1,662 New
BFO
2033
Biltmore Family Office
North Carolina
$292K +$292K +1,652 New
RP
2034
Rowlandmiller & Partners
Georgia
$291K -$7.07K -40 -2%
KA
2035
Klingman & Associates
New York
$290K -$23.2K -131 -7%
VCM
2036
Vigilant Capital Management
Maine
$289K +$114K +645 +65%
PFM
2037
Peak Financial Management
Massachusetts
$288K – – –
HFM
2038
Hartford Financial Management
Connecticut
$288K +$25.6K +145 +10%
MWM
2039
Mascoma Wealth Management
New Hampshire
$287K – – –
PCA
2040
Peddock Capital Advisors
Massachusetts
$286K +$24.9K +141 +10%
EIA
2041
Edgemoor Investment Advisors
Maryland
$285K +$70.7K +400 +33%
AAS
2042
Annex Advisory Services
Wisconsin
$285K +$286K +1,617 New
MCA
2043
Mercer Capital Advisers
New Jersey
$282K – – –
IWA
2044
Intercontinental Wealth Advisors
Texas
$281K +$282K +1,593 New
PV
2045
Private Vista
Illinois
$280K – – –
NPF
2046
Norris Perne & French
Michigan
$279K -$37.1K -210 -12%
SIM
2047
Sonora Investment Management
Arizona
$278K +$10.6K +60 +4%
PP
2048
PrairieView Partners
Minnesota
$277K +$278K +1,572 New
LA
2049
Lynch & Associates
Indiana
$276K – – –
NFG
2050
Nations Financial Group
Iowa
$275K -$36.4K -206 -12%
80 81
82
83 84