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Name Holding Trade Value Shares
Change
Change in
Stake
VF
2026
Virtu Financial
New York
$4.64M +$4.06M +35,566 New
AFS
2027
AFG Fiduciary Services
Massachusetts
$4.63M -$253K -2,212 -6%
CA
2028
Crewe Advisors
Utah
$4.63M -$1.15M -10,103 -22%
BSI
2029
Bennett Selby Investments
Maine
$4.62M +$83.6K +732 +2%
MDSL
2030
M.D. Sass LLC
New York
$4.62M
WEG
2031
World Equity Group
Illinois
$4.62M -$2.06M -18,058 -34%
BOPW
2032
Brandywine Oak Private Wealth
Pennsylvania
$4.62M -$27.9K -244 -0.7%
RMAM
2033
Raab & Moskowitz Asset Management
New Jersey
$4.61M +$417K +3,652 +12%
IAS
2034
IMA Advisory Services
Colorado
$4.61M +$154K +1,348 +4%
PWS
2035
Peloton Wealth Strategists
Indiana
$4.61M +$135K +1,185 +3%
SGI
2036
Summit Global Investments
Utah
$4.6M +$2.41M +21,074 +148%
GITFIT
2037
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$4.6M
PAM
2038
Pegasus Asset Management
New York
$4.59M +$12.7K +111 +0.3%
FAG
2039
Fortitude Advisory Group
Washington
$4.59M -$193K -1,690 -5%
CIC
2040
Chase Investment Counsel
Virginia
$4.58M +$4.02M +35,176 New
MA
2041
MONECO Advisors
Connecticut
$4.58M -$52.1K -456 -1%
PVH
2042
Psagot Value Holdings
Israel
$4.58M -$2.04M -17,829 -33%
CWA
2043
Choice Wealth Advisors
Maine
$4.57M -$83.1K -728 -2%
AAMC
2044
Asset Allocation & Management Company
Illinois
$4.56M -$228K -1,993 -36%
NB
2045
Nicolet Bankshares
Wisconsin
$4.56M +$1.76M +15,403 +45%
FWI
2046
Facet Wealth Inc
Maryland
$4.54M +$183K +1,603 +5%
JFGIW
2047
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.54M +$117K +1,025 +3%
HWA
2048
HCR Wealth Advisors
California
$4.53M +$39.2K +343 +1%
GAAM
2049
Guinness Atkinson Asset Management
California
$4.52M -$93K -814 -2%
AWM
2050
Accurate Wealth Management
Florida
$4.51M +$455K +3,984 +13%