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Name Holding Trade Value Shares
Change 		Change in
Stake
FG
2026
Foster Group
Iowa
$228K +$2.71K +24 +1%
CWA
2027
Capital Wealth Alliance
Arizona
$228K +$12K +106 +6%
RWB
2028
RMR Wealth Builders
New Jersey
$227K -$62.3K -551 -21%
FIB
2029
First Interstate Bank
Montana
$227K +$229K +2,027 New
MAM
2030
Marquette Asset Management
Minnesota
$226K – – –
DA
2031
Detalus Advisors
Missouri
$226K +$113 +1 +0%
HCP
2032
Hexagon Capital Partners
Arkansas
$226K +$15.7K +139 +7%
WP
2033
WealthShield Partners
North Carolina
$225K +$22.7K +201 +11%
AWP
2034
Abacus Wealth Partners
California
$225K +$2.71K +24 +1%
BCM
2035
BTC Capital Management
Iowa
$224K -$115K -1,014 -34%
AAM
2036
AR Asset Management
California
$224K – – –
ACA
2037
Ascension Capital Advisors
Texas
$224K – – –
SPIO
2038
Seven Post Investment Office
California
$224K – – –
VAM
2039
Veritas Asset Management
United Kingdom
$224K – – –
UH
2040
Unigestion Holding
Switzerland
$223K -$62.2K -550 -22%
ACM
2041
Allred Capital Management
Texas
$223K +$226 +2 +0.1%
VCM
2042
Vigilant Capital Management
Maine
$223K +$3.96K +35 +2%
CWA
2043
Clearview Wealth Advisors
Oregon
$222K +$339 +3 +0.2%
WAAG
2044
Wealth Alliance Advisory Group
Kansas
$221K -$565 -5 -0.3%
LOAMU
2045
Lombard Odier Asset Management (USA)
New York
$221K +$224K +1,978 New
GAG
2046
GM Advisory Group
New York
$221K +$224K +1,981 New
SFS
2047
Summit Financial Strategies
Ohio
$221K +$224K +1,981 New
UIA
2048
UBP Investment Advisors
Switzerland
$220K – – –
WCM
2049
WealthBridge Capital Management
Ohio
$220K +$226 +2 +0.1%
PCMC
2050
Private Capital Management (Colorado)
Colorado
$220K +$4.97K +44 +2%
80 81
82
83 84