Name Holding Trade Value Shares
Change
Change in
Stake
UW
1926
Unique Wealth
Florida
$421K +$72.5K +180 +26%
OFS
1927
OneAscent Financial Services
Alabama
$420K +$346K +859 New
TA
1928
TFB Advisors
Kansas
$420K +$91K +226 +36%
MM
1929
MQS Management
New York
$420K +$346K +858 New
GCM
1930
Goldstream Capital Management
Hong Kong
$419K -$108K -269 -24%
FTWA
1931
Fifth Third Wealth Advisors
Ohio
$419K -$8.86K -22 -3%
CWP
1932
CFM Wealth Partners
Texas
$419K +$26.6K +66 +8%
FIB
1933
First Interstate Bank
Montana
$419K -$20.1K -50 -6%
PRC
1934
Pearl River Capital
Michigan
$419K +$345K +856 New
CCM
1935
Chilton Capital Management
Texas
$418K +$8.86K +22 +3%
PPW
1936
Parcion Private Wealth
Washington
$417K +$71.7K +178 +26%
MAM
1937
Magellan Asset Management
Australia
$417K -$10.9K -27 -3%
DC
1938
DeDora Capital
California
$417K – – –
FANJ
1939
Financial Architects (New Jersey)
New Jersey
$416K +$68.9K +171 +25%
OR
1940
Olympiad Research
Connecticut
$415K -$48.3K -120 -12%
PP
1941
Paloma Partners
Connecticut
$413K +$340K +845 New
RCA
1942
Ranch Capital Advisors
Florida
$412K -$34.6K -86 -9%
FFA
1943
Farther Finance Advisors
California
$412K +$31.4K +78 +10%
WC
1944
Weil Company
California
$412K +$8.06K +20 +2%
GHAM
1945
Gilman Hill Asset Management
Connecticut
$412K +$49.1K +122 +17%
EA
1946
Emerald Advisers
Pennsylvania
$412K +$339K +842 New
GWP
1947
Gateway Wealth Partners
Wisconsin
$411K +$127K +316 +60%
PFG
1948
Prosperity Financial Group
California
$410K +$55.2K +137 +20%
WC
1949
Woodstock Corp
Massachusetts
$409K – – –
MTWM
1950
Masso Torrence Wealth Management
New Jersey
$408K +$10.1K +25 +3%