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Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
2026
Tempus Wealth Planning
California
$426K +$4.54K +16 +1%
NFSG
2027
Newbridge Financial Services Group
Florida
$425K +$53.1K +187 +13%
EFSCE
2028
Enterprise Financial Services Corp (EFSC)
Missouri
$421K +$289K +1,017 +170%
ANB
2029
Amarillo National Bank
Texas
$420K – – –
GC
2030
Grace Capital
Massachusetts
$420K +$56.7K +200 +13%
GFS
2031
GYL Financial Synergies
Connecticut
$418K -$4.82K -17 -1%
FC
2032
Financial Consulate
Maryland
$418K +$85.1K +300 +23%
STA
2033
Summit Trail Advisors
New York
$417K +$105K +370 +30%
CCM
2034
Community Capital Management
Florida
$416K +$454K +1,600 New
CPA
2035
Capital Planning Advisors
California
$413K -$24.7K -87 -5%
IWA
2036
Intercontinental Wealth Advisors
Texas
$412K -$123K -435 -22%
AC
2037
AWM Capital
Arizona
$412K +$583K +2,054 New
AAM
2038
Auxier Asset Management
Oregon
$408K – – –
CWA
2039
Capital Wealth Alliance
Arizona
$407K -$7.09K -25 -2%
CWA
2040
Clearview Wealth Advisors
Oregon
$405K +$27.5K +97 +7%
SIC
2041
Schwartz Investment Counsel
Michigan
$403K – – –
FNBOSM
2042
First National Bank of South Miami
Florida
$401K +$25.5K +90 +6%
TWM
2043
Titus Wealth Management
California
$401K +$39.7K +140 +10%
CL
2044
Choreo LLC
Illinois
$400K -$52.8K -186 -11%
PCM
2045
Palisade Capital Management
New Jersey
$400K +$142K +500 +48%
OCPWS
2046
One Charles Private Wealth Services
Massachusetts
$399K – – –
LFF
2047
Level Four Financial
Texas
$399K +$30.9K +109 +8%
DS
2048
DRW Securities
Illinois
$397K -$91.6K -323 -17%
LC
2049
Landaas & Company
Wisconsin
$397K – – –
CFD
2050
Creative Financial Designs
Indiana
$396K -$14.8K -52 -3%
80 81
82
83 84