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Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
2026
Larson Financial Group
Missouri
$2.74M +$6.69K +15 +0.3%
COI
2027
Connable Office Inc
Michigan
$2.74M +$2.52M +5,645 New
KWM
2028
Keebeck Wealth Management
Illinois
$2.74M +$62.5K +140 +3%
PFBT
2029
Parkside Financial Bank & Trust
Missouri
$2.73M +$121K +272 +5%
CCT
2030
Capital City Trust
Florida
$2.73M +$246K +551 +11%
IC
2031
Inscription Capital
Texas
$2.72M +$753K +1,689 +43%
ACA
2032
Atlas Capital Advisors
Wyoming
$2.72M +$136K +305 +6%
HG
2033
Herbst Group
Connecticut
$2.71M +$223K +500 +10%
FFP
2034
FourThought Financial Partners
Florida
$2.71M +$168K +377 +7%
BSC
2035
Brown Shipley & Co
United Kingdom
$2.71M -$138K -310 -5%
CNAM
2036
Campbell Newman Asset Management
Wisconsin
$2.7M +$1.78K +4 +0.1%
HAG
2037
HF Advisory Group
Maryland
$2.69M -$339K -760 -12%
BWP
2038
Baldwin Wealth Partners
Massachusetts
$2.69M -$68.7K -154 -3%
DC
2039
DeDora Capital
California
$2.69M -$269K -604 -10%
ST
2040
Smithfield Trust
Pennsylvania
$2.69M +$294K +660 +13%
AWC
2041
Abundance Wealth Counselors
Pennsylvania
$2.69M -$73.2K -164 -3%
FCM
2042
Fairbanks Capital Management
California
$2.69M -$451K -1,011 -15%
AC
2043
ASB Consultores
Florida
$2.69M +$2.06M +4,624 +510%
HCM
2044
Highview Capital Management
Illinois
$2.68M +$65.6K +147 +3%
LCM
2045
Leisure Capital Management
California
$2.68M -$85.2K -191 -3%
JC
2046
JBF Capital
Colorado
$2.67M – – –
WFI
2047
West Family Investments
California
$2.67M +$329K +737 +15%
MCI
2048
MRP Capital Investments
Georgia
$2.67M -$135K -302 -5%
WAM
2049
Worth Asset Management
Texas
$2.67M +$2.45M +5,489 New
HCM
2050
Hollencrest Capital Management
California
$2.65M -$5.39M -12,078 -69%
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