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Name Holding Trade Value Shares
Change
Change in
Stake
LRIA
2026
Leonard Rickey Investment Advisors
Washington
$599K -$24.4K -260 -4%
LA
2027
LexAurum Advisors
Kansas
$595K +$41.4K +440 +8%
LCM
2028
Leisure Capital Management
California
$591K +$9.4K +100 +2%
VCM
2029
Vivaldi Capital Management
Illinois
$589K -$94K -1,000 -15%
ML
2030
McAdam LLC
Pennsylvania
$589K -$43.3K -460 -7%
BCA
2031
Bay Colony Advisors
Massachusetts
$589K +$75.2K +800 +16%
DBIA
2032
Dumont & Blake Investment Advisors
New Jersey
$587K
HCM
2033
Hodges Capital Management
Texas
$585K +$94K +1,000 +21%
BDWM
2034
Brewin Dolphin Wealth Management
Ireland
$583K +$28.2K +300 +5%
SCM
2035
SOL Capital Management
Maryland
$581K -$37.6K -400 -6%
DOA
2036
D'Orazio & Associates
Virginia
$581K +$11.3K +120 +2%
TC
2037
Trilogy Capital
California
$579K +$26.3K +280 +5%
MWM
2038
Modera Wealth Management
New Jersey
$573K +$5.64K +60 +1%
GWM
2039
Greenwich Wealth Management
Connecticut
$573K +$134K +1,420 +33%
MGIA
2040
Moneta Group Investment Advisors
Missouri
$569K -$214K -2,280 -29%
BCM
2041
Beddow Capital Management
Wyoming
$567K -$9.4K -100 -2%
CHP
2042
Cable Hill Partners
Oregon
$567K -$7.52K -80 -1%
SBA
2043
Secrest Blakey & Associates
North Carolina
$565K -$35.7K -380 -6%
LFA
2044
Legacy Financial Advisors
Kentucky
$562K +$22.6K +240 +4%
BFG
2045
Bouchey Financial Group
New York
$561K +$24.4K +260 +5%
WAM
2046
Winslow Asset Management
Ohio
$559K +$282K +3,000 +116%
MIS
2047
Morningstar Investment Services
Illinois
$557K +$69.6K +740 +15%
CIP
2048
Capital Insight Partners
Arizona
$555K -$273K -2,900 -34%
I
2049
INVST
Indiana
$555K -$13.2K -140 -2%
AWM
2050
AllSquare Wealth Management
New York
$553K -$9.4K -100 -2%