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Name Holding Trade Value Shares
Change
Change in
Stake
AIC
2026
Ayalon Insurance Company
Israel
$216K
SPP
2027
Single Point Partners
Massachusetts
$216K +$190K +368 New
SDWMA
2028
Schneider Downs Wealth Management Advisors
Pennsylvania
$216K +$190K +369 New
BCM
2029
Buckhead Capital Management
Georgia
$215K -$126K -245 -40%
HWMA
2030
Heritage Wealth Management (Arizona)
Arizona
$215K -$24.7K -48 -12%
TFO
2031
Tarbox Family Office
California
$214K
GIA
2032
Guyasuta Investment Advisors
Pennsylvania
$214K +$189K +366 New
SMFG
2033
Sumitomo Mitsui Financial Group
Japan
$213K -$313K -608 -63%
DWP
2034
Destiny Wealth Partners
Florida
$213K
PMAS
2035
PNC Managed Account Solutions
Texas
$213K +$187K +363 New
CFD
2036
Creative Financial Designs
Indiana
$212K +$9.79K +19 +6%
FIA
2037
Foundations Investment Advisors
Arizona
$212K +$181K +351 New
HFA
2038
Hoover Financial Advisors
Pennsylvania
$211K +$9.28K +18 +5%
FCCM
2039
First City Capital Management
Georgia
$211K +$172K +333 New
MA
2040
MCF Advisors
Kentucky
$208K +$60.3K +117 +49%
EWA
2041
ERTS Wealth Advisors
Michigan
$208K +$183K +355 New
JAG
2042
Journey Advisory Group
Kentucky
$208K +$183K +355 New
SC
2043
Saybrook Capital
North Carolina
$208K +$183K +355 New
SDAM
2044
Shulman DeMeo Asset Management
New York
$207K +$182K +354 New
FG
2045
Fiduciary Group
Georgia
$206K +$170K +329 New
HWM
2046
Howard Wealth Management
Connecticut
$206K +$181K +352 New
RIG
2047
Renaissance Investment Group
Massachusetts
$205K +$180K +350 New
GWM
2048
Gitterman Wealth Management
New Jersey
$204K +$179K +348 New
JG
2049
Jefferies Group
New York
$203K +$179K +347 New
NP
2050
NorthRock Partners
Minnesota
$203K +$178K +346 New