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Name Holding Trade Value Shares
Change
Change in
Stake
ACA
2026
Atlas Capital Advisors
Wyoming
$333K +$96.9K +155 +36%
MIG
2027
McGuire Investment Group
Rhode Island
$332K
OWA
2028
Octavia Wealth Advisors
Ohio
$332K +$625 +1 +0.2%
BG
2029
Bahl & Gaynor
Ohio
$331K
DDC
2030
DF Dent & Co
Maryland
$331K +$24.4K +39 +7%
CA
2031
Callahan Advisors
Texas
$330K +$62.5K +100 +21%
AP
2032
Adero Partners
California
$329K -$35K -56 -9%
AWM
2033
Accurate Wealth Management
Florida
$326K +$13.1K +21 +4%
CWM
2034
Centric Wealth Management
Illinois
$324K +$625 +1 +0.2%
LBC
2035
Lowe Brockenbrough & Co
Virginia
$323K
CC
2036
Callan Capital
California
$323K +$356K +570 New
PK
2037
Pflug Koory
Nebraska
$322K -$938K -1,500 -73%
CH
2038
Canton Hathaway
Rhode Island
$322K
ICP
2039
Interchange Capital Partners
Pennsylvania
$321K -$89.4K -143 -20%
ETCM
2040
Evolutionary Tree Capital Management
Virginia
$320K
BCM
2041
Becker Capital Management
Oregon
$319K -$64.4K -103 -15%
SMA
2042
Sage Mountain Advisors
Georgia
$319K +$66.3K +106 +23%
PNAA
2043
Pictet North America Advisors
Switzerland
$318K
TFA
2044
Teamwork Financial Advisors
Texas
$318K +$26.3K +42 +8%
FSCM
2045
Front Street Capital Management
Montana
$317K
ONSWM
2046
Old North State Wealth Management
North Carolina
$316K +$349K +558 New
DIP
2047
DT Investment Partners
Pennsylvania
$316K -$204K -326 -37%
ST
2048
Somerset Trust
Pennsylvania
$315K +$10.6K +17 +3%
EBT
2049
Enterprise Bank & Trust
Massachusetts
$314K -$25K -40 -7%
KC
2050
Kenfarb & Co
Kentucky
$314K +$346K +554 New