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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
2026
Hollencrest Capital Management
California
$136K -$37.2K -174 -22%
GIM
2027
Generali Investments Management
Slovenia
$133K
CFD
2028
Creative Financial Designs
Indiana
$132K +$11.5K +54 +10%
AW
2029
Ankerstar Wealth
Texas
$132K +$19.5K +91 +18%
SWA
2030
Strategic Wealth Advisors
Arizona
$131K +$41.5K +194 +61%
PWM
2031
Peck Wealth Management
New York
$127K
HNB
2032
Hilltop National Bank
Wyoming
$127K
CFM
2033
Compass Financial Management
Florida
$125K +$115K +536 New
MSWA
2034
Marshall & Sterling Wealth Advisors
New York
$121K
GCP
2035
Gill Capital Partners
Colorado
$121K
HPBT
2036
Hickory Point Bank & Trust
Illinois
$119K -$1.28K -6 -1%
Loomis, Sayles & Company
2037
Loomis, Sayles & Company
Massachusetts
$118K +$77.4K +362 +219%
CW
2038
CrossGen Wealth
North Carolina
$116K -$23.3K -109 -17%
FPF
2039
First Pacific Financial
Washington
$115K -$33.6K -157 -23%
NSIM
2040
North Star Investment Management
Illinois
$114K -$313K -1,463 -74%
CH
2041
Canton Hathaway
Rhode Island
$113K
SL
2042
Salomon & Ludwin
Virginia
$112K -$9.83K -46 -9%
CG
2043
Curat Global
New Hampshire
$110K -$15K -70 -14%
TLA
2044
Tanglewood Legacy Advisors
Texas
$110K
SGFG
2045
Silver Grove Financial Group
New York
$109K +$84K +393 +418%
CPG
2046
Cornerstone Planning Group
New Jersey
$109K +$24.6K +115 +35%
GCM
2047
Gables Capital Management
Florida
$107K
OCWP
2048
Owl Creek Wealth Partners
Colorado
$107K -$4.49K -21 -4%
EC
2049
Elequin Capital
New York
$107K +$89.3K +418 +697%
C
2050
Covestor
United Kingdom
$104K +$214 +1 +0.2%