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Name Holding Trade Value Shares
Change 		Change in
Stake
RWB
2026
RMR Wealth Builders
New Jersey
$8.19M +$764K +2,894 +9%
FNBOMD
2027
First National Bank of Mount Dora
Florida
$8.16M -$283K -1,071 -3%
HA
2028
Herold Advisors
New York
$8.14M +$474K +1,795 +5%
BBNA
2029
Bremer Bank National Association
Minnesota
$8.14M -$1.36M -5,162 -13%
FBC
2030
Fairfield, Bush & Co
Connecticut
$8.13M -$753K -2,851 -8%
AAMA
2031
Advanced Asset Management Advisors
Ohio
$8.11M +$8.19K +31 +0.1%
SFG
2032
Summit Financial Group
West Virginia
$8.11M +$37.8K +143 +0.4%
AC
2033
Avestar Capital
New York
$8.1M -$251K -951 -3%
STC
2034
Sarah T. Connolly
$8.09M -$126K -477 -1%
HKIMG
2035
Hutchens & Kramer Investment Management Group
Indiana
$8.07M +$882K +3,342 +11%
GAG
2036
GM Advisory Group
New York
$8.07M +$162K +613 +2%
SDJVC
2037
St. Denis J. Villere & Co
Louisiana
$8.06M +$803K +3,042 +10%
BWM
2038
BNC Wealth Management
Oregon
$8.06M -$240K -909 -3%
LI
2039
Lafayette Investments
Maryland
$8.04M +$274K +1,036 +3%
RIM
2040
Redwood Investment Management
Arizona
$8.02M +$5.66M +21,423 +164%
PP
2041
Pegasus Partners
Wisconsin
$8.01M -$8.19K -31 -0.1%
LPIC
2042
LeJeune Puetz Investment Counsel
Michigan
$8.01M +$39.9K +151 +0.4%
FRA
2043
Front Row Advisors
California
$8M -$46.5K -176 -0.5%
B
2044
Brightworth
Georgia
$7.99M +$834K +3,159 +10%
DBIA
2045
Dumont & Blake Investment Advisors
New Jersey
$7.98M -$268K -1,016 -3%
CI
2046
Carroll Investors
South Carolina
$7.98M +$475K +1,798 +6%
MC
2047
Martin & Co
Tennessee
$7.98M +$189K +715 +2%
HCA
2048
Harbour Capital Advisors
Virginia
$7.98M -$9.77K -37 -0.1%
HBWM
2049
Hollow Brook Wealth Management
New York
$7.97M +$139K +528 +2%
BFC
2050
Bedel Financial Consulting
Indiana
$7.95M +$392K +1,484 +4%
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