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Name Holding Trade Value Shares
Change
Change in
Stake
LWMM
2026
Legacy Wealth Management (Mississippi)
Mississippi
$225K
ACA
2027
Aptus Capital Advisors
Alabama
$224K -$1.93M -9,163 -90%
PCTC
2028
Perkins Coie Trust Company
Washington
$224K -$110K -520 -34%
JBA
2029
Johnson Bixby & Associates
Washington
$224K
SIG
2030
Sargent Investment Group
Maryland
$224K +$6.33K +30 +3%
WMA
2031
West Michigan Advisors
Michigan
$224K +$210K +995 New
CCA
2032
Cobblestone Capital Advisors
New York
$223K -$1.1M -5,220 -84%
TWM
2033
Tradition Wealth Management
Minnesota
$223K -$27.9K -132 -12%
TPA
2034
Trivium Point Advisory
Connecticut
$222K -$23.4K -111 -10%
AAM
2035
Aureus Asset Management
Massachusetts
$222K -$6.33K -30 -3%
GCM
2036
Gables Capital Management
Florida
$221K
RIG
2037
Roosevelt Investment Group
New York
$221K +$208K +984 New
CCIA
2038
Cherry Creek Investment Advisors
Colorado
$220K +$206K +978 New
AAM
2039
Autus Asset Management
Arizona
$219K -$5.49K -26 -3%
MPAM
2040
Murphy Pohlad Asset Management
Minnesota
$219K
FOA
2041
Five Oceans Advisors
California
$219K +$5.28K +25 +3%
JWA
2042
JFS Wealth Advisors
Pennsylvania
$219K +$12.7K +60 +7%
CWM
2043
CarsonAllaria Wealth Management
Illinois
$219K +$205K +971 New
CWA
2044
Clarity Wealth Advisors
California
$218K -$211 -1 -0.1%
PA
2045
PSI Advisors
Florida
$218K +$1.05K +5 +0.5%
NA
2046
Nottingham Advisors
New York
$217K +$194K +920 New
AT
2047
Arvest Trust
Oklahoma
$217K +$203K +964 New
TA
2048
Tiedemann Advisors
New York
$216K +$204K +965 New
IP
2049
Investment Partners
Ohio
$215K +$201K +954 New
BCMO
2050
Buckingham Capital Management (Ohio)
Ohio
$214K