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Name Holding Trade Value Shares
Change
Change in
Stake
FMII
2026
Farmers & Merchants Investments Inc
Nebraska
$1.29M -$36.4K -113 -3%
MAG
2027
Mayfair Advisory Group
Alabama
$1.29M +$3.22K +10 +0.3%
FC
2028
Family CFO
California
$1.29M -$2.25K -7 -0.2%
KNW
2029
Kesler Norman & Wride
Utah
$1.28M -$6.11K -19 -0.6%
AG
2030
AmeriFlex Group
Nevada
$1.28M +$1.29M +4,017 New
LCWP
2031
Legacy Capital Wealth Partners
Arkansas
$1.28M -$547K -1,701 -35%
WCM
2032
Wedge Capital Management
North Carolina
$1.28M +$217K +675 +27%
FF
2033
Farnam Financial
Arizona
$1.27M -$129K -400 -11%
JAG
2034
Journey Advisory Group
Kentucky
$1.27M
GT
2035
Glenview Trust
Kentucky
$1.27M +$1.29K +4 +0.1%
SMH
2036
Sanders Morris Harris
Texas
$1.26M +$367K +1,140 +64%
EIA
2037
Eldridge Investment Advisors
New Hampshire
$1.26M -$96.5K -300 -9%
GAMC
2038
Garner Asset Management Corp
Texas
$1.26M
KWM
2039
KFG Wealth Management
Indiana
$1.26M +$2.57K +8 +0.3%
CWM
2040
Chicago Wealth Management
Illinois
$1.26M +$24.1K +75 +2%
Legacy Financial Group (Iowa)
2041
Legacy Financial Group (Iowa)
Iowa
$1.26M +$1.01M +3,127 New
BFA
2042
Bill Few Associates
Pennsylvania
$1.26M +$3.22K +10 +0.3%
LSA
2043
Lion Street Advisors
Texas
$1.26M -$171K -532 -15%
DIA
2044
Dana Investment Advisors
Wisconsin
$1.26M +$298K +925 +42%
SC
2045
SouthState Corp
Florida
$1.26M +$41.5K +129 +4%
CAM
2046
Concorde Asset Management
Michigan
$1.26M -$25.4K -79 -2%
TW
2047
Traveka Wealth
California
$1.25M +$137K +427 +16%
VFPW
2048
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.25M -$688K -2,138 -41%
EWM
2049
Executive Wealth Management
Michigan
$1.25M +$24.1K +75 +2%
WPWM
2050
Western Pacific Wealth Management
Illinois
$1.25M -$500K -1,555 -33%