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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
2026
Catalyst Capital Advisors
New York
$185K -$33K -915 -15%
CIM
2027
Contravisory Investment Management
Massachusetts
$184K +$180K +4,985 New
CWM
2028
CarsonAllaria Wealth Management
Illinois
$183K +$10.2K +282 +6%
CAC
2029
Core Alternative Capital
Georgia
$177K +$16.7K +462 +11%
TIM
2030
Tortoise Investment Management
New York
$174K +$216 +6 +0.1%
ZBNA
2031
Zions Bancorporation, National Association
Utah
$173K +$169K +4,686 New
CB
2032
CNB Bank
Pennsylvania
$167K -$25.3K -700 -13%
EI
2033
eCIO Inc
Wisconsin
$167K +$163K +4,520 New
FGAM
2034
Financial Gravity Asset Management
Texas
$162K +$158K +4,380 New
SWA
2035
SOA Wealth Advisors
New York
$162K +$216 +6 +0.1%
HI
2036
Hendershot Investments
Virginia
$161K
PMFA
2037
Plante Moran Financial Advisors
Michigan
$159K -$22.6K -627 -13%
IBOK
2038
Independence Bank of Kentucky
Kentucky
$158K -$64K -1,774 -29%
MHR
2039
Matthew Hamilton Rosenberg
$157K +$26.9K +746 +21%
CAM
2040
Close Asset Management
United Kingdom
$155K
GKIM
2041
GW&K Investment Management
Massachusetts
$153K -$10.3K -286 -6%
PK
2042
Pflug Koory
Nebraska
$151K
IWA
2043
Icon Wealth Advisors
Texas
$149K -$185K -5,131 -56%
SFGP
2044
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$148K -$116K -3,215 -44%
Cohen & Steers
2045
Cohen & Steers
New York
$148K -$110K -3,051 -43%
HBW
2046
Hazlett, Burt & Watson
West Virginia
$148K -$46.5K -1,289 -24%
TFIPS
2047
Towarzystwo Funduszy Inwestycyjnych PZU SA
$148K
MFC
2048
Mechanics Financial Corp
Ohio
$147K +$81.4K +2,257 +131%
WPA
2049
West Paces Advisors
Georgia
$147K
S
2050
Sachetta
Massachusetts
$146K -$26.5K -734 -16%