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Name Holding Trade Value Shares
Change
Change in
Stake
SAS
2026
Stelac Advisory Services
New York
$240K +$141K +4,095 +135%
MC
2027
Marcus Capital
Illinois
$239K -$5.43K -158 -2%
PAA
2028
Peregrine Asset Advisers
Oregon
$239K +$963 +28 +0.4%
EDRIA
2029
Edmonds Duncan Registered Investment Advisors
Kansas
$238K
RVPG
2030
Relative Value Partners Group
$238K +$25.4K +738 +12%
CCM
2031
Chickasaw Capital Management
Tennessee
$237K
TIM
2032
Total Investment Management
Arizona
$236K +$138 +4 +0.1%
PWAG
2033
Polaris Wealth Advisory Group
California
$236K +$12.1K +352 +5%
PTC
2034
Petrus Trust Company
Texas
$236K +$241K +7,022 New
SHIM
2035
Stone House Investment Management
Pennsylvania
$233K +$2.2K +64 +0.9%
WA
2036
WP Advisors
California
$233K +$238K +6,912 New
FMB
2037
Field & Main Bank
Kentucky
$232K +$13.9K +405 +6%
LA
2038
Legacy Advisors
Pennsylvania
$232K +$81.6K +2,374 +55%
CM
2039
Castleark Management
Illinois
$231K
JFA
2040
JNBA Financial Advisors
Minnesota
$231K
PA
2041
PFG Advisors
Arizona
$231K +$235K +6,847 New
CSA
2042
Cottage Street Advisors
Massachusetts
$228K
TW
2043
Towerpoint Wealth
California
$227K
SNBOSCI
2044
Security National Bank of Sioux City Iowa
Iowa
$226K -$12.7K -369 -5%
PP
2045
PDS Planning
Ohio
$226K -$1.58K -46 -0.7%
PP
2046
PrairieView Partners
Minnesota
$226K +$413 +12 +0.2%
NQWM
2047
Northwest Quadrant Wealth Management
Oregon
$226K +$1.44K +42 +0.6%
PWM
2048
Perigon Wealth Management
California
$226K +$16.5K +481 +8%
AC
2049
Avestar Capital
New York
$225K -$1.38K -40 -0.6%
TCM
2050
Tufton Capital Management
Maryland
$224K -$6.6K -192 -3%