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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
2026
Drive Wealth Management
Utah
$415K +$38.3K +1,082 +11%
BC
2027
Bridgefront Capital
Texas
$415K -$212K -5,982 -35%
CCP
2028
Clough Capital Partners
Massachusetts
$415K -$88.5K -2,500 -19%
FNC
2029
First National Corp
Massachusetts
$414K -$248 -7 -0.1%
DSC
2030
Duncker Streett & Co
Missouri
$414K -$67.7K -1,912 -15%
PGAM
2031
Princeton Global Asset Management
New Jersey
$413K +$9.2K +260 +2%
SWA
2032
Sax Wealth Advisors
New Jersey
$411K -$45.7K -1,292 -11%
Cohen & Steers
2033
Cohen & Steers
New York
$411K -$104K -2,947 -21%
FSA
2034
Financial Sense Advisors
California
$410K +$130K +3,679 +51%
HAIM
2035
Hunter Associates Investment Management
Pennsylvania
$409K -$743K -21,004 -66%
BCM
2036
Bluefin Capital Management
New York
$409K +$60.1K +1,700 +18%
MMM
2037
Mendel Money Management
Illinois
$408K -$112K -3,170 -23%
CAM
2038
Cozad Asset Management
Illinois
$407K -$91.7K -2,592 -19%
OFS
2039
Oldfather Financial Services
Nebraska
$406K -$3.75K -106 -1%
SFG
2040
Sowa Financial Group
Rhode Island
$406K -$20.7K -584 -5%
GCP
2041
GSA Capital Partners
United Kingdom
$405K +$380K +10,742 New
GIA
2042
GHP Investment Advisors
Colorado
$405K -$188K -5,304 -33%
PWM
2043
Paulson Wealth Management
Illinois
$404K -$3.22K -91 -0.8%
MPAM
2044
Murphy Pohlad Asset Management
Minnesota
$404K +$4.42K +125 +1%
AWM
2045
AllSquare Wealth Management
New York
$404K -$19.5K -550 -5%
BG
2046
Bollard Group
Massachusetts
$403K +$140K +3,953 +59%
IWN
2047
Independent Wealth Network
Iowa
$403K +$70.8K +2,001 +23%
HKAM
2048
Horizon Kinetics Asset Management
New York
$402K -$7.61K -215 -2%
SGK
2049
Steigerwald Gordon & Koch
Virginia
$402K +$6.37K +180 +2%
RCA
2050
Resonant Capital Advisors
Wisconsin
$400K +$53.5K +1,512 +17%