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Name Holding Trade Value Shares
Change 		Change in
Stake
M1FG
2026
Mach-1 Financial Group
Arkansas
$225K +$49.7K +494 +34%
FPB
2027
First PREMIER Bank
South Dakota
$225K – – –
BSB
2028
Bangor Savings Bank
Maine
$225K +$5.44K +54 +3%
BWA
2029
Blodgett Wealth Advisors
California
$222K +$191K +1,901 New
LIA
2030
LBMC Investment Advisors
Tennessee
$222K +$191K +1,900 New
MCM
2031
Morton Capital Management
California
$222K +$191K +1,894 New
PF
2032
Phoenix Financial
Israel
$222K -$69.3K -688 -27%
VCM
2033
Versant Capital Management
Arizona
$222K – – –
DP
2034
Denver PWM
Colorado
$221K +$190K +1,891 New
FNFDCM
2035
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$221K +$191K +1,893 New
WMA
2036
West Michigan Advisors
Michigan
$221K +$190K +1,887 New
FA
2037
Financial Advisors
Massachusetts
$221K +$190K +1,886 New
B
2038
Bellecapital
Switzerland
$221K +$190K +1,885 New
BCM
2039
Boltwood Capital Management
California
$221K +$190K +1,885 New
VV
2040
Verity & Verity
South Carolina
$220K +$189K +1,881 New
TWM
2041
Tradition Wealth Management
Minnesota
$220K +$2.21K +22 +1%
COCM
2042
Charter Oak Capital Management
New Hampshire
$218K +$188K +1,864 New
SPP
2043
Single Point Partners
Massachusetts
$218K +$187K +1,862 New
PFM
2044
Patton Fund Management
Texas
$218K +$188K +1,864 New
PCWA
2045
Pacific Capital Wealth Advisors
California
$218K +$187K +1,862 New
SWM
2046
Seed Wealth Management
Illinois
$218K +$187K +1,861 New
XF
2047
XML Financial
Maryland
$218K +$187K +1,860 New
FAFN
2048
First Affirmative Financial Network
Colorado
$215K +$185K +1,841 New
SFP
2049
Shepherd Financial Partners
Massachusetts
$215K +$185K +1,837 New
SFI
2050
SPC Financial Inc
Maryland
$214K +$184K +1,831 New
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