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Name Holding Trade Value Shares
Change
Change in
Stake
PMG
2026
Private Management Group
California
$205K +$194K +608 New
OGF
2027
Orin Green Financial
California
$204K +$194K +607 New
ZIC
2028
ZWJ Investment Counsel
Georgia
$204K +$194K +607 New
WDA
2029
Wendell David Associates
New Hampshire
$204K -$313K -980 -62%
FWM
2030
Forza Wealth Management
Florida
$203K +$193K +603 New
RCA
2031
Resonant Capital Advisors
Wisconsin
$203K +$193K +603 New
GSC
2032
Ground Swell Capital
South Carolina
$203K -$234K -732 -55%
LAS
2033
LWM Advisory Services
Florida
$202K -$75.2K -235 -29%
BSSFA
2034
Baron Silver Stevens Financial Advisors
Florida
$202K +$192K +601 New
RG
2035
Richelieu Gestion
France
$202K +$112K +350 +140%
BFS
2036
Bard Financial Services
Connecticut
$202K +$192K +600 New
UBV
2037
United Bank (Virginia)
Virginia
$202K +$192K +600 New
WP
2038
WealthShield Partners
North Carolina
$202K +$192K +599 New
TWA
2039
TCI Wealth Advisors
Arizona
$201K +$26.2K +82 +16%
FAG
2040
Fortitude Advisory Group
Washington
$201K -$50.5K -158 -21%
SOW
2041
State of Wyoming
Wyoming
$198K +$187K +586 +58,600%
JMF
2042
Johnson Midwest Financial
Iowa
$197K +$187K +585 New
HC
2043
Hoese & Co
Minnesota
$196K
CAL
2044
Capital Advisors Ltd
Ohio
$191K +$129K +403 +82%
PMEF
2045
Point72 Middle East FZE
United Arab Emirates
$187K +$178K +556 New
KC
2046
Kenfarb & Co
Kentucky
$186K
GC
2047
Garde Capital
Washington
$183K -$45.7K -143 -21%
CMP
2048
Coston McIsaac & Partners
Maine
$181K
SIC
2049
SJS Investment Consulting
Ohio
$179K +$3.52K +11 +2%
KI
2050
Kapitalo Investimentos
Brazil
$178K -$22.4K -70 -12%