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Name Holding Trade Value Shares
Change
Change in
Stake
LBA
2026
Lowell Blake & Associates
Massachusetts
$248K – – –
FAG
2027
Financial Advisory Group
Texas
$248K +$230 +1 +0.1%
DWM
2028
Drive Wealth Management
Utah
$248K +$236K +1,025 New
BAAM
2029
Baker Avenue Asset Management
California
$247K -$239K -1,040 -50%
CHA
2030
Carmichael Hill & Associates
Maryland
$247K – – –
SWK
2031
Stephen W. Kidder
$247K – – –
WEG
2032
World Equity Group
Illinois
$246K +$234K +1,019 New
PAIM
2033
Punch & Associates Investment Management
Minnesota
$246K +$3.68K +16 +2%
LFG
2034
Lockerman Financial Group
California
$245K – – –
AWM
2035
Accurate Wealth Management
Florida
$245K +$233K +1,015 New
SFWC
2036
Strategic Family Wealth Counselors
New Jersey
$244K -$1.38K -6 -0.6%
CAM
2037
Cubic Asset Management
Massachusetts
$244K – – –
RG
2038
Renaissance Group
Kentucky
$244K – – –
PP
2039
PDS Planning
Ohio
$244K +$33.8K +147 +17%
BBP
2040
Banco BTG Pactual
Brazil
$244K +$232K +1,008 New
SA
2041
Syntax Advisors
New York
$243K -$52.8K -230 -19%
VCG
2042
Vantage Consulting Group
Virginia
$243K -$52.8K -230 -19%
HBWM
2043
Hollow Brook Wealth Management
New York
$243K – – –
PIM
2044
Progressive Investment Management
Oregon
$243K – – –
TPWM
2045
Twelve Points Wealth Management
Massachusetts
$243K +$231K +1,006 New
HC
2046
Hourglass Capital
Texas
$242K – – –
TLCM
2047
Twin Lakes Capital Management
California
$242K – – –
JBA
2048
Johnson Bixby & Associates
Washington
$241K – – –
PCTC
2049
Perkins Coie Trust Company
Washington
$241K – – –
TWM
2050
Tradition Wealth Management
Minnesota
$241K +$919 +4 +0.4%