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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
2026
Byrne Asset Management
New Jersey
$254K +$62.2K +254 +32%
TPA
2027
Trivium Point Advisory
Connecticut
$253K -$5.64K -23 -2%
RWA
2028
Redmont Wealth Advisors
Illinois
$253K
SC
2029
Schulhoff & Co
Ohio
$253K
FCFC
2030
First Commonwealth Financial Corp
Pennsylvania
$252K -$8.09K -33 -3%
CNB
2031
Camden National Bank
Maine
$252K
FNWM
2032
Financial Network Wealth Management
Utah
$252K
FAG
2033
Financial Advisory Group
Texas
$252K +$1.96K +8 +0.8%
SIC
2034
Salem Investment Counselors
North Carolina
$252K +$11K +45 +5%
SPFA
2035
Summit Place Financial Advisors
New Jersey
$251K
TC
2036
TwinBeech Capital
New York
$251K +$252K +1,030 New
TAM
2037
Trillium Asset Management
Massachusetts
$249K -$42.9K -175 -15%
HFS
2038
Hantz Financial Services
Michigan
$249K -$11.3K -46 -4%
SWK
2039
Stephen W. Kidder
$249K
MWM
2040
Marion Wealth Management
Pennsylvania
$249K +$251K +1,025 New
MAG
2041
Mayfair Advisory Group
Alabama
$248K +$27.4K +112 +13%
SEP
2042
Southland Equity Partners
Missouri
$247K +$10.8K +44 +5%
LFG
2043
Lockerman Financial Group
California
$247K
PPP
2044
Private Portfolio Partners
New Jersey
$247K +$8.82K +36 +4%
CAM
2045
Cubic Asset Management
Massachusetts
$246K
CC
2046
Callan Capital
California
$245K -$74K -302 -23%
HBWM
2047
Hollow Brook Wealth Management
New York
$245K
PIM
2048
Progressive Investment Management
Oregon
$245K
WF
2049
Wayfinding Financial
Washington
$245K +$735 +3 +0.3%
LA
2050
Latitude Advisors
Florida
$244K -$562K -2,294 -70%