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Name Holding Trade Value Shares
Change
Change in
Stake
GA
2026
GoalVest Advisory
New York
$4.25M +$1.23M +7,760 +39%
CSS
2027
Cubist Systematic Strategies
Connecticut
$4.25M -$11.6M -73,360 -73%
AA
2028
Altman Advisors
Illinois
$4.25M -$254K -1,600 -6%
RMAM
2029
Raab & Moskowitz Asset Management
New Jersey
$4.25M -$9.51K -60 -0.2%
CH
2030
Canton Hathaway
Rhode Island
$4.24M -$25.4K -160 -0.6%
OHIS
2031
Oak Harvest Investment Services
Texas
$4.23M +$1.25M +7,860 +40%
KTC
2032
Kistler-Tiffany Companies
Pennsylvania
$4.23M +$152K +960 +4%
KC
2033
Kingfisher Capital
North Carolina
$4.23M +$231K +1,460 +6%
CCM
2034
Canal Capital Management
Virginia
$4.23M +$203K +1,280 +5%
SWM
2035
Segment Wealth Management
Texas
$4.22M +$155K +980 +4%
FWI
2036
Facet Wealth Inc
Maryland
$4.21M -$1.35M -8,540 -24%
MM
2037
Meridian Management
Arkansas
$4.19M +$193K +1,220 +5%
VWM
2038
Vigilare Wealth Management
Arizona
$4.18M +$1.26M +7,980 +42%
WCAMG
2039
Woodard & Company Asset Management Group
North Carolina
$4.18M -$273K -1,720 -6%
AWA
2040
AmeriServ Wealth Advisors
Pennsylvania
$4.17M +$152K +960 +4%
IGM
2041
Incline Global Management
New York
$4.16M -$31.8M -200,840 -88%
SFO
2042
Stokes Family Office
Louisiana
$4.15M +$127K +800 +3%
IA
2043
IFG Advisory
Georgia
$4.12M -$590K -3,720 -12%
PIP
2044
Peachtree Investment Partners
Florida
$4.11M -$250K -1,580 -6%
VC
2045
Vicus Capital
Pennsylvania
$4.1M -$279K -1,760 -6%
RA
2046
RFG Advisory
Alabama
$4.1M -$120K -760 -3%
WSC
2047
Wellington Shields & Co
New York
$4.1M +$143K +900 +4%
WWM
2048
Windsor Wealth Management
Indiana
$4.09M +$384K +2,420 +10%
IA
2049
Icon Advisers
Colorado
$4.09M -$1.36M -8,600 -25%
MFA
2050
Mayflower Financial Advisors
Massachusetts
$4.09M +$495K +3,120 +13%