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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2026
Arrow Financial
New York
$16.1M -$9.86M -42,548 -37%
RWP
2027
Revolve Wealth Partners
New Jersey
$16.1M +$1.31M +5,639 +8%
KA
2028
Kercheville Advisors
Texas
$16.1M -$710K -3,066 -4%
NPF
2029
Norris Perne & French
Michigan
$16.1M -$910K -3,928 -5%
BFC
2030
Bedel Financial Consulting
Indiana
$16.1M +$62.1K +268 +0.3%
GPI
2031
General Partner Inc
Pennsylvania
$16M -$1.13M -4,875 -6%
RLIM
2032
Red Lighthouse Investment Management
New York
$16M +$1.18M +5,086 +6%
BIM
2033
Baldwin Investment Management
Pennsylvania
$16M -$109K -471 -0.6%
BB
2034
Burford Brothers
Texas
$16M -$38K -164 -0.2%
AW
2035
Alteri Wealth
California
$16M +$291K +1,254 +2%
MFWP
2036
Mosaic Family Wealth Partners
Missouri
$16M +$120K +518 +0.7%
LD
2037
Lipe & Dalton
New York
$16M -$720K -3,107 -4%
NRI
2038
NFP Retirement Inc
California
$16M +$1.39K +6 +0%
FSC
2039
Full Sail Capital
Oklahoma
$16M +$60.9K +263 +0.4%
MCA
2040
Maryland Capital Advisors
Maryland
$16M -$116K -500 -0.7%
FDS
2041
First Dallas Securities
Texas
$16M +$96.6K +417 +0.6%
TIA
2042
Trust Investment Advisors
Indiana
$15.9M +$233K +1,007 +1%
EWM
2043
EPG Wealth Management
Georgia
$15.9M -$2.37M -10,214 -12%
KNW
2044
Kesler Norman & Wride
Utah
$15.9M +$129K +558 +0.8%
DWP
2045
Destiny Wealth Partners
Florida
$15.9M +$305K +1,317 +2%
SA
2046
Sovran Advisors
California
$15.9M +$6.33M +27,316 +51%
LCM
2047
Lattice Capital Management
Washington
$15.9M – – –
CWA
2048
Consilium Wealth Advisory
Texas
$15.8M -$296K -1,276 -2%
SP
2049
Stablepoint Partners
Massachusetts
$15.8M -$72.3K -312 -0.4%
3IP
2050
3Chopt Investment Partners
Virginia
$15.8M +$2.54M +10,982 +18%
80 81
82
83 84