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Name Holding Trade Value Shares
Change
Change in
Stake
RA
2026
Rational Advisors
New York
$71.2K +$75.8K +369 New
TCG
2027
Transcendent Capital Group
Oklahoma
$70.4K +$23.6K +115 +46%
QL
2028
Quarry LP
New York
$70.1K +$9.66K +47 +15%
HFS
2029
HBC Financial Services
Washington
$69K -$63.3K -308 -43%
AssetMark Inc
2030
AssetMark Inc
California
$68.8K +$25.1K +122 +52%
Capula Management
2031
Capula Management
Cayman Islands
$67.7K +$72.1K +351 New
BIM
2032
Breakwater Investment Management
Washington
$67.4K +$71.7K +349 New
CWM
2033
CarsonAllaria Wealth Management
Illinois
$67.3K +$5.14K +25 +8%
DAM
2034
Delta Asset Management
Tennessee
$66K -$30.8K -150 -30%
Exchange Traded Concepts
2035
Exchange Traded Concepts
Oklahoma
$63.9K -$14K -68 -17%
LWANC
2036
Laurel Wealth Advisors (North Carolina)
North Carolina
$63.7K – – –
MMG
2037
Monetary Management Group
Missouri
$62.7K -$103K -500 -61%
FPFS
2038
First Personal Financial Services
North Carolina
$62.5K – – –
OLVIG
2039
Oliver Lagore Vanvalin Investment Group
Michigan
$62.3K – – –
FFA
2040
Frazier Financial Advisors
Ohio
$62.2K +$1.23K +6 +2%
RA
2041
RiverPark Advisors
New York
$61.4K +$65.3K +318 New
CB
2042
Centennial Bank
Arkansas
$61K – – –
FRA
2043
Front Row Advisors
California
$60K +$63.9K +311 New
GC
2044
Gould Capital
Washington
$58.5K -$22.4K -109 -26%
FFWM
2045
Future Financial Wealth Management
Ohio
$58.1K +$61.9K +301 New
HBW
2046
Hazlett, Burt & Watson
West Virginia
$57K -$8.22K -40 -12%
WPWM
2047
Western Pacific Wealth Management
Illinois
$56.9K – – –
Erste Asset Management
2048
Erste Asset Management
Austria
$56K – – –
RAM
2049
Riggs Asset Management
Pennsylvania
$55.6K -$2.33M -11,335 -98%
KA
2050
Kozak & Associates
Colorado
$55K -$43.6K -212 -41%