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Name Holding Trade Value Shares
Change
Change in
Stake
LIM
2026
Lathrop Investment Management
Arkansas
$238K – – –
QWM
2027
QP Wealth Management
New Jersey
$238K – – –
OCG
2028
Opus Capital Group
Ohio
$238K +$167 +1 +0.1%
EFL
2029
ERn Financial LLC
Wisconsin
$238K +$4.84K +29 +2%
MWM
2030
Mattern Wealth Management
Kansas
$237K -$17K -102 -7%
BCM
2031
Bienville Capital Management
New York
$237K – – –
OL
2032
Optas LLC
Texas
$237K +$3.17K +19 +1%
NCM
2033
Northside Capital Management
Oregon
$236K – – –
SFS
2034
Strategic Financial Services
New York
$236K +$2K +12 +0.9%
AWS
2035
AJ Wealth Strategies
New York
$235K -$49.2K -295 -17%
FFA
2036
Freedman Financial Associates
Massachusetts
$235K -$48.2K -289 -17%
VCAM
2037
Van Cleef Asset Management
Ohio
$234K – – –
SEP
2038
Southland Equity Partners
Missouri
$234K +$1.67K +10 +0.7%
FNBSF
2039
First National Bank Sioux Falls
South Dakota
$233K – – –
FPB
2040
First PREMIER Bank
South Dakota
$232K – – –
ZF
2041
Zhang Financial
Michigan
$230K -$34.5K -207 -13%
PIA
2042
Perennial Investment Advisors
California
$230K +$231K +1,386 New
WCM
2043
Wedge Capital Management
North Carolina
$229K -$69.3K -415 -23%
HR
2044
Hayden Royal
North Carolina
$229K -$6.01K -36 -3%
ACA
2045
Affinity Capital Advisors
California
$229K – – –
MCM
2046
McRae Capital Management
New Jersey
$229K +$834 +5 +0.4%
VFP
2047
Verus Financial Partners
Virginia
$227K -$13.3K -80 -6%
PMAM
2048
Penn Mutual Asset Management
Pennsylvania
$226K -$28K -168 -11%
T
2049
TRUADVICE
Florida
$226K +$225K +1,346 New
FNWM
2050
Financial Network Wealth Management
Utah
$225K – – –