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Name Holding Trade Value Shares
Change 		Change in
Stake
LSWP
2026
Liberty Square Wealth Partners
Pennsylvania
$200K -$215K -1,139 -54%
IPW
2027
Invictus Private Wealth
Colorado
$200K +$180K +955 New
QWM
2028
Quaker Wealth Management
New Jersey
$199K +$180K +951 New
AIM
2029
Arcadia Investment Management
Michigan
$199K – – –
NRG
2030
Nemes Rush Group
Michigan
$199K -$125K -660 -41%
WBWA
2031
William B. Walkup & Associates
South Carolina
$198K – – –
PWMG
2032
Prestige Wealth Management Group
New Jersey
$197K – – –
PMFA
2033
Plante Moran Financial Advisors
Michigan
$197K +$33.1K +175 +23%
M
2034
MOTCO
Texas
$194K -$67.2K -356 -29%
CTA
2035
Colonial Trust Advisors
South Carolina
$193K +$1.13K +6 +0.7%
CAL
2036
Capital Advisors Ltd
Ohio
$192K +$24.9K +132 +17%
CSPIA
2037
Cary Street Partners Investment Advisory
Virginia
$192K +$34.8K +184 +25%
CCA
2038
Catalyst Capital Advisors
New York
$190K +$171K +907 New
TIM
2039
Tortoise Investment Management
New York
$190K +$5.86K +31 +4%
SCM
2040
Silvant Capital Management
Georgia
$189K – – –
AAG
2041
Armstrong Advisory Group
Massachusetts
$189K – – –
GFL
2042
Granite FO LLC
New Hampshire
$185K – – –
APW
2043
Aventura Private Wealth
Florida
$184K +$138K +732 +498%
NC
2044
North Capital
Utah
$184K -$189 -1 -0.1%
FPB
2045
First PREMIER Bank
South Dakota
$177K +$18.9K +100 +13%
BAM
2046
Bellevue Asset Management
Washington
$171K -$24.6K -130 -14%
HC
2047
Hara Capital
Washington
$170K – – –
FWM
2048
FSA Wealth Management
Massachusetts
$170K -$14.5K -77 -9%
MCM
2049
MV Capital Management
Maryland
$169K +$11.5K +61 +8%
CWM
2050
Crowley Wealth Management
Delaware
$168K +$16.6K +88 +12%
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