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Name Holding Trade Value Shares
Change
Change in
Stake
SW
2026
Simplicity Wealth
New Jersey
$493K -$335K -677 -38%
TC
2027
Truvestments Capital
Florida
$493K +$9.41K +19 +2%
FM
2028
Family Management
New York
$493K -$2.26M -4,572 -80%
CWM
2029
Centurion Wealth Management
Virginia
$492K +$61.9K +125 +13%
A
2030
AlphaQuest
New York
$491K -$682K -1,377 -55%
MSWA
2031
Marshall & Sterling Wealth Advisors
New York
$491K +$547K +1,104 New
PBC
2032
Pavion Blue Capital
California
$490K
KNW
2033
Kesler Norman & Wride
Utah
$489K -$53.5K -108 -9%
MA
2034
MYDA Advisors
New York
$489K +$545K +1,100 New
RMCM
2035
Reynders McVeigh Capital Management
Massachusetts
$489K -$14.9K -30 -3%
IDA
2036
Intelligence Driven Advisers
California
$488K -$267K -540 -33%
RIL
2037
Rothschild Investment LLC
Illinois
$487K -$30.7K -62 -5%
SCP
2038
Sandhill Capital Partners
New York
$484K -$7.43K -15 -1%
NGA
2039
Naples Global Advisors
Florida
$484K
LFG
2040
Larson Financial Group
Missouri
$483K -$6.93K -14 -1%
ACM
2041
Avalon Capital Management
California
$482K -$112K -226 -17%
EC
2042
EntryPoint Capital
New York
$482K +$537K +1,085 New
ATC
2043
Adirondack Trust Company
New York
$482K +$24.3K +49 +5%
SFG
2044
SevenBridge Financial Group
Pennsylvania
$480K -$27.2K -55 -5%
CCA
2045
Catalyst Capital Advisors
New York
$478K +$276K +558 +108%
KCM
2046
Kanawha Capital Management
Virginia
$478K -$7.43K -15 -1%
BTWM
2047
Baker Tilly Wealth Management
Wisconsin
$477K -$30.7K -62 -5%
OWP
2048
ORG Wealth Partners
Texas
$477K -$146K -294 -22%
WHCI
2049
W.H. Cornerstone Investments
Massachusetts
$476K +$16.3K +33 +3%
PBK
2050
Peoples Bank (Kansas)
Kansas
$475K