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Name Holding Trade Value Shares
Change 		Change in
Stake
FIB
2026
First Interstate Bank
Montana
$456K +$269K +17,020 +83%
FNBOSM
2027
First National Bank of South Miami
Florida
$455K -$83K -5,250 -12%
PL
2028
Parthenon LLC
Kentucky
$455K – – –
KCIA
2029
Kingsbury Capital Investment Advisors
Illinois
$455K +$116K +7,310 +24%
BW
2030
Bison Wealth
Georgia
$454K +$18.8K +1,190 +3%
OWA
2031
Outlook Wealth Advisors
Texas
$450K -$75.9K -4,800 -11%
JIC
2032
Joel Isaacson & Co
New York
$450K +$294K +18,600 +101%
CPM
2033
Connective Portfolio Management
New York
$449K -$584K -36,950 -50%
HFS
2034
Howard Financial Services
Texas
$449K +$34.3K +2,170 +6%
AIP
2035
Ahrens Investment Partners
Louisiana
$448K -$62K -3,920 -10%
DBRC
2036
D.B. Root & Company
Pennsylvania
$446K -$10.1K -640 -2%
LWP
2037
Legacy Wealth Planning
Nevada
$446K +$3.95K +250 +0.7%
TCWM
2038
Total Clarity Wealth Management
Illinois
$446K +$6.17K +390 +1%
CIC
2039
Chilton Investment Company
Connecticut
$443K -$104K -6,550 -15%
PCS
2040
Personal CFO Solutions
New Jersey
$443K -$36.2K -2,290 -6%
NAS
2041
Nicolet Advisory Services
Wisconsin
$441K +$104K +6,570 +21%
PFA
2042
Pure Financial Advisors
California
$440K +$17.9K +1,130 +3%
PO
2043
Private Ocean
California
$440K +$94.5K +5,980 +20%
MA
2044
Maxele Advisors
Missouri
$439K -$27.4K -1,730 -5%
CIP
2045
Convergence Investment Partners
Florida
$438K -$40.6K -2,570 -7%
MWM
2046
Marion Wealth Management
Pennsylvania
$438K -$13.6K -860 -2%
LC
2047
LCNB Corp
Ohio
$437K +$7.11K +450 +1%
BCMLT
2048
Beacon Capital Management LLC (Tennessee)
Tennessee
$437K +$165K +10,420 +57%
CFO
2049
Collective Family Office
Pennsylvania
$436K -$247K -15,600 -30%
KOMWMG
2050
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$436K -$3.48K -220 -0.6%
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