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Name Holding Trade Value Shares
Change
Change in
Stake
FRA
2026
Frank Rimerman Advisors
California
$419K
GWS
2027
Glassman Wealth Services
Virginia
$419K +$10.5K +20 +2%
MTWM
2028
Masso Torrence Wealth Management
New Jersey
$418K -$7.87K -15 -2%
DAM
2029
Deepwater Asset Management
Minnesota
$417K
RIM
2030
RW Investment Management
Idaho
$417K
CC
2031
Capital Counsel
New York
$416K
WCM
2032
Wedge Capital Management
North Carolina
$415K -$8.39K -16 -2%
RCA
2033
Resonant Capital Advisors
Wisconsin
$413K +$93.9K +179 +28%
USB
2034
Union Savings Bank
Connecticut
$413K +$5.77K +11 +1%
CWM
2035
Centric Wealth Management
Illinois
$413K
OWA
2036
One Wealth Advisors
California
$410K +$422K +804 New
AAG
2037
Armstrong Advisory Group
Massachusetts
$409K
ACM
2038
Ategra Capital Management
Virginia
$408K
CFS
2039
CGC Financial Services
Oregon
$408K
FWM
2040
FFT Wealth Management
Pennsylvania
$408K
CL
2041
CSS LLC
Illinois
$408K +$409K +780 +3,900%
DWM
2042
Dopkins Wealth Management
New York
$408K +$420K +800 New
SA
2043
Strategic Advisors
New York
$407K -$1.57K -3 -0.4%
SWM
2044
Silverlake Wealth Management
Vermont
$406K +$418K +797 New
TIA
2045
Tiemann Investment Advisors
California
$405K +$7.87K +15 +2%
ANHIM
2046
Alan N. Hoffman Investment Management
Massachusetts
$403K
PCMK
2047
Paragon Capital Management (Kansas)
Kansas
$400K -$14.2K -27 -3%
OCPWS
2048
One Charles Private Wealth Services
Massachusetts
$400K +$8.92K +17 +2%
CA
2049
Centerpoint Advisors
Massachusetts
$400K
UFF
2050
USA Financial Formulas
Michigan
$399K +$409K +779 +25,967%