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Name Holding Trade Value Shares
Change
Change in
Stake
WAG
2026
Winthrop Advisory Group
Massachusetts
$512K -$13.2K -23 -2%
JCM
2027
Jacobsen Capital Management
Utah
$511K -$573 -1 -0.1%
GIM
2028
Groesbeck Investment Management
New Jersey
$511K
WA
2029
Wealth Architects
California
$511K -$55K -96 -9%
AWM
2030
Aprio Wealth Management
Georgia
$510K -$68.2K -119 -11%
RS
2031
Rakuten Securities
Japan
$509K +$283K +493 +96%
HT
2032
Heritage Trust
Oklahoma
$509K -$9.17K -16 -2%
CCIA
2033
Campbell & Co Investment Adviser
Maryland
$508K +$577K +1,006 New
EB
2034
Exchange Bank
California
$507K
GWP
2035
Gen-Wealth Partners
Michigan
$506K +$575K +1,003 New
MC
2036
Merlin Capital
Rhode Island
$505K +$7.45K +13 +1%
HP
2037
Highlander Partners
Texas
$505K
AAP
2038
Ardsley Advisory Partners
Connecticut
$505K +$573K +1,000 New
LC
2039
Longitude (Cayman)
Cayman Islands
$505K +$573K +1,000 New
SRC
2040
Shufro Rose & Co
New York
$505K +$573K +1,000 New
MI
2041
Motiv8 Investments
Florida
$504K +$109K +191 +24%
KCFA
2042
Key Client Fiduciary Advisors
New Jersey
$503K +$24.1K +42 +4%
JIC
2043
Joel Isaacson & Co
New York
$503K +$573 +1 +0.1%
ALAM
2044
Asahi Life Asset Management
Japan
$503K +$315K +550 +123%
RT
2045
Rockland Trust
Massachusetts
$502K -$48.1K -84 -8%
FPGK
2046
Financial Partners Group (Kansas)
Kansas
$499K -$671K -1,171 -54%
KCM
2047
Kanawha Capital Management
Virginia
$499K
VWM
2048
Valley Wealth Managers
New Jersey
$499K +$165K +288 +41%
SA
2049
Strategic Advisors
New York
$498K +$11.5K +20 +2%
GDP
2050
Great Diamond Partners
Maine
$498K +$15.5K +27 +3%