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Name Holding Trade Value Shares
Change
Change in
Stake
ATFA
2026
All Terrain Financial Advisors
Minnesota
$9.57M +$10.4K +66 +0.1%
FAG
2027
Fortitude Advisory Group
Washington
$9.56M +$255K +1,623 +2%
ISWM
2028
Independent Solutions Wealth Management
New York
$9.56M -$5.34K -34 -0%
ITIM
2029
Indiana Trust & Investment Management
Indiana
$9.55M -$129K -821 -1%
ST
2030
Somerset Trust
Pennsylvania
$9.54M -$32.5K -207 -0.3%
Loomis, Sayles & Company
2031
Loomis, Sayles & Company
Massachusetts
$9.54M -$17.6M -111,858 -62%
CMS
2032
Capital Market Strategies
Florida
$9.53M -$20.9K -133 -0.2%
CWA
2033
Consilium Wealth Advisory
Texas
$9.53M +$251K +1,600 +2%
KFS
2034
Kaizen Financial Strategies
California
$9.52M +$47.7K +304 +0.4%
OCM
2035
Orion Capital Management
California
$9.51M +$9.26K +59 +0.1%
SCA
2036
Stokes Capital Advisors
South Carolina
$9.49M -$174K -1,108 -2%
HCP
2037
Hexagon Capital Partners
Arkansas
$9.44M -$1.84M -11,703 -15%
BCCM
2038
Bridge Creek Capital Management
Massachusetts
$9.43M -$67.2K -428 -0.6%
AWS
2039
Arkfeld Wealth Strategies
Nebraska
$9.43M +$154K +980 +1%
MAM
2040
Morse Asset Management
Connecticut
$9.41M -$169K -1,077 -2%
CBT
2041
CoreFirst Bank & Trust
Kansas
$9.4M -$261K -1,663 -2%
CCWA
2042
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.4M +$176K +1,123 +2%
BCA
2043
Bray Capital Advisors
Florida
$9.39M -$117K -744 -1%
GCS
2044
Gordian Capital (Singapore)
Singapore
$9.39M -$312K -1,990 -3%
AFG
2045
Allegheny Financial Group
Pennsylvania
$9.37M +$72.4K +461 +0.7%
SCM
2046
Spring Capital Management
Texas
$9.36M -$69.8K -445 -0.7%
IF
2047
IRON Financial
Illinois
$9.35M -$226K -1,440 -2%
AA
2048
Advisory Alpha
Michigan
$9.33M +$234K +1,493 +2%
WDG
2049
Wealth Dimensions Group
Ohio
$9.32M +$4.24K +27 +0%
AFA
2050
Abacus FCF Advisors
Florida
$9.31M +$293K +1,868 +3%