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Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
2026
BOK Financial Private Wealth
Colorado
$68K – – –
POIA
2027
Pin Oak Investment Advisors
Texas
$67K +$22.2K +130 +50%
MCI
2028
MRP Capital Investments
Georgia
$64.3K +$63K +370 New
NL
2029
NVWM LLC
Pennsylvania
$63.6K – – –
BWAM
2030
Boyd Watterson Asset Management
Ohio
$61.5K -$1.36K -8 -2%
OC
2031
Oarsman Capital
Wisconsin
$61.5K +$60.3K +354 New
CPA
2032
Clear Point Advisors
New York
$61.3K +$6.3K +37 +12%
FFO
2033
Fortitude Family Office
Arizona
$60.8K +$47.4K +278 +386%
PWS
2034
Peterson Wealth Services
Utah
$60.8K +$59.6K +350 New
OA
2035
Operose Advisors
Wisconsin
$59.7K +$13.1K +77 +29%
BWP
2036
Baldwin Wealth Partners
Massachusetts
$58.9K +$4.26K +25 +8%
LCM
2037
Logan Capital Management
Pennsylvania
$58K +$9.54K +56 +20%
UIA
2038
Ulland Investment Advisors
Minnesota
$58K +$56.7K +333 New
HC
2039
Hoese & Co
Minnesota
$57.8K – – –
BCMLT
2040
Beacon Capital Management LLC (Tennessee)
Tennessee
$56.4K +$30.3K +178 +121%
FPB
2041
First PREMIER Bank
South Dakota
$55K – – –
CYG
2042
Clean Yield Group
Vermont
$54.9K +$53.8K +316 New
JFA
2043
JNBA Financial Advisors
Minnesota
$54.6K – – –
TWD
2044
True Wealth Design
Ohio
$53K -$4.94K -29 -9%
RCM
2045
Richardson Capital Management
Wisconsin
$52.6K – – –
SOAMC
2046
Spirit of America Management Corp
New York
$52.1K – – –
TCG
2047
Transcendent Capital Group
Oklahoma
$52.1K +$51.1K +300 New
FFC
2048
First Financial Corp
Indiana
$51.6K – – –
TCM
2049
Tradewinds Capital Management
Washington
$51.2K +$23K +135 +84%
HBW
2050
Hazlett, Burt & Watson
West Virginia
$51K +$2.9K +17 +6%