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Name Holding Trade Value Shares
Change
Change in
Stake
MLIC
2026
Mandatum Life Insurance Company
Finland
$578K
SA
2027
Strategic Advisors
New York
$577K +$97.5K +169 +21%
SHJ
2028
Sharkey, Howes & Javer
Colorado
$576K +$30K +52 +6%
GXJ
2029
Global X Japan
Japan
$575K +$555K +963 New
GDP
2030
Great Diamond Partners
Maine
$573K -$4.61K -8 -0.8%
RCA
2031
Ranch Capital Advisors
Florida
$573K +$20.8K +36 +4%
PEA
2032
Park Edge Advisors
Ohio
$572K +$577 +1 +0.1%
BBNB
2033
Baker Boyer National Bank
Washington
$572K
BAM
2034
Blueshift Asset Management
New Jersey
$571K +$71.5K +124 +15%
PPW
2035
Parcion Private Wealth
Washington
$570K -$68.1K -118 -11%
CSIC
2036
Clifford Swan Investment Counsel
California
$570K -$577 -1 -0.1%
KCFA
2037
Key Client Fiduciary Advisors
New Jersey
$570K
CBFP
2038
Cedar Brook Financial Partners
Ohio
$569K +$31.1K +54 +6%
OWA
2039
One Wealth Advisors
California
$569K +$86.5K +150 +19%
CCP
2040
Cassia Capital Partners
North Carolina
$568K +$28.8K +50 +6%
I
2041
INVST
Indiana
$567K +$11K +19 +2%
HWM
2042
Hemington Wealth Management
Virginia
$567K +$1.15K +2 +0.2%
WHCI
2043
W.H. Cornerstone Investments
Massachusetts
$567K +$5.19K +9 +1%
MA
2044
MJP Associates
Connecticut
$567K -$275K -476 -33%
YIA
2045
YHB Investment Advisors
Connecticut
$566K +$8.07K +14 +1%
AMCA
2046
Arthur M. Cohen & Associates
Illinois
$565K
RSA
2047
River Street Advisors
Illinois
$564K +$11K +19 +2%
GSEP
2048
Golden State Equity Partners
California
$564K +$15K +26 +3%
SP
2049
Stonebrook Private
Michigan
$563K +$544K +944 New
SW
2050
Simplicity Wealth
New Jersey
$563K +$544K +943 New