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Name Holding Trade Value Shares
Change
Change in
Stake
FFC
2026
First Financial Corp
Indiana
$81.5K -$18.9K -224 -19%
QPBE
2027
Quintet Private Bank (Europe)
Luxembourg
$81.3K -$36.9K -437 -31%
S
2028
Sachetta
Massachusetts
$80.4K -$122K -1,444 -60%
HRC
2029
Hoertkorn Richard Charles
$80K
LWM
2030
Lodestone Wealth Management
Washington
$77.3K +$77.4K +918 New
GG
2031
Gleason Group
Kentucky
$75.4K +$506 +6 +0.7%
AAG
2032
Armstrong Advisory Group
Massachusetts
$72.8K +$16.9K +200 +30%
TM
2033
Torren Management
California
$71.6K +$71.7K +850 New
RDFA
2034
Ritter Daniher Financial Advisory
Ohio
$71.1K +$16.2K +192 +29%
PB
2035
Prosperity Bancshares
Texas
$69.3K +$69.4K +823 New
DFA
2036
DHJJ Financial Advisors
Illinois
$69.2K +$506 +6 +0.7%
GKIM
2037
GW&K Investment Management
Massachusetts
$68K +$3.12K +37 +5%
Optiver Holding
2038
Optiver Holding
Netherlands
$67.9K +$68K +806 New
PWS
2039
Peterson Wealth Services
Utah
$67.5K -$81.5K -966 -55%
WPWM
2040
Western Pacific Wealth Management
Illinois
$67.4K
LI
2041
LRI Investments
Florida
$67.2K
OCM
2042
Osbon Capital Management
Massachusetts
$66.9K +$67K +794 New
AW
2043
Ankerstar Wealth
Texas
$66.1K +$66.2K +785 New
BSC
2044
Brown Shipley & Co
United Kingdom
$65.9K -$88.6K -1,050 -57%
BBPWM
2045
Blue Bell Private Wealth Management
Pennsylvania
$65.2K +$63.3K +750 +3,000%
BMC
2046
Bear Mountain Capital
Washington
$62.3K +$337 +4 +0.6%
BW
2047
Basepoint Wealth
Iowa
$62.2K +$62.3K +738 New
ACA
2048
American Capital Advisory
Idaho
$61.7K +$4.47K +53 +8%
KTC
2049
Kentucky Trust Company
Kentucky
$61.5K
HNB
2050
Hilltop National Bank
Wyoming
$61.3K -$102K -1,205 -62%