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Name Holding Trade Value Shares
Change
Change in
Stake
1WA
2026
180 Wealth Advisors
Washington
$291K -$5.99K -59 -2%
WCM
2027
Washburn Capital Management
Florida
$291K +$271K +2,675 New
NCM
2028
Noesis Capital Mangement
Florida
$289K -$101K -1,000 -27%
WFA
2029
Wellspring Financial Advisors
Ohio
$289K -$14.5K -143 -5%
BI
2030
Ballast Inc
Kentucky
$289K +$270K +2,661 New
PA
2031
Parkside Advisors
California
$288K – – –
CAL
2032
Capital Advisors Ltd
Ohio
$287K – – –
KF
2033
Krilogy Financial
Missouri
$287K +$267K +2,634 New
LC
2034
Lindbrook Capital
California
$286K +$2.94K +29 +1%
VCM
2035
Versant Capital Management
Arizona
$285K -$39.6K -390 -13%
IFG
2036
Investors Financial Group
Minnesota
$285K +$9.23K +91 +4%
GWM
2037
GSB Wealth Management
Connecticut
$284K – – –
MWM
2038
Madison Wealth Management
Ohio
$284K +$101 +1 +0%
WMC
2039
Westwood Management Corporation
Illinois
$283K – – –
GAM
2040
Gemmer Asset Management
California
$282K +$203 +2 +0.1%
Cohen & Steers
2041
Cohen & Steers
New York
$281K – – –
THWM
2042
Taylor Hoffman Wealth Management
Virginia
$280K -$4.36K -43 -2%
CPC
2043
Congress Park Capital
New York
$279K -$10.6K -104 -4%
BLAM
2044
Bourne Lent Asset Management
New York
$279K – – –
JIP
2045
JBJ Investment Partners
South Carolina
$278K +$259K +2,555 New
GSAM
2046
Grant Street Asset Management
Pennsylvania
$277K – – –
PI
2047
Parkside Investments
Illinois
$277K – – –
FC
2048
Financial Consulate
Maryland
$276K +$203 +2 +0.1%
ZCM
2049
Ziegler Capital Management
Illinois
$272K -$1.4M -13,837 -85%
RA
2050
Riversedge Advisors
Delaware
$272K – – –