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Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
2026
Destiny Wealth Partners
Florida
$198K -$1.89K -16 -0.8%
LPP
2027
Life Planning Partners
Florida
$198K – – –
FPB
2028
First PREMIER Bank
South Dakota
$196K -$20.7K -175 -8%
VCM
2029
Versant Capital Management
Arizona
$194K -$1.18K -10 -0.5%
COCM
2030
Charter Oak Capital Management
New Hampshire
$194K +$10.8K +91 +5%
CWM
2031
Castle Wealth Management
Florida
$194K +$223K +1,887 New
BSB
2032
Bangor Savings Bank
Maine
$191K +$221K +1,865 New
LFG
2033
Larson Financial Group
Missouri
$187K +$2.6K +22 +1%
PCG
2034
Private Capital Group
Connecticut
$185K -$77.9K -659 -27%
IBOK
2035
Independence Bank of Kentucky
Kentucky
$185K -$42K -355 -16%
BWP
2036
Baldwin Wealth Partners
Massachusetts
$185K – – –
HCM
2037
Highlander Capital Management
New Jersey
$184K – – –
1IA
2038
1834 Investment Advisors
Wisconsin
$177K +$8.87K +75 +5%
CFO
2039
CVA Family Office
Colorado
$176K -$56.8K -480 -22%
AW
2040
ACG Wealth
Georgia
$175K -$6.27K -53 -3%
OBWP
2041
O'Brien Wealth Partners
Massachusetts
$175K -$1.3K -11 -0.6%
C
2042
Covestor
United Kingdom
$174K -$20.1K -170 -9%
WB
2043
Webster Bank
Connecticut
$173K -$18.3K -155 -8%
OC
2044
Oakworth Capital
Alabama
$172K – – –
OIS
2045
Okabena Investment Services
Minnesota
$172K – – –
VWM
2046
Valley Wealth Managers
New Jersey
$170K -$54K -457 -22%
IRAG
2047
Investment Research & Advisory Group
Georgia
$168K +$237 +2 +0.1%
FFC
2048
Fure Financial Corporation
Minnesota
$164K – – –
FCT
2049
First Community Trust
Iowa
$162K – – –
GI
2050
Gradient Investments
Minnesota
$161K -$1.54K -13 -0.8%
80 81
82
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