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Name Holding Trade Value Shares
Change
Change in
Stake
APC
2026
Aspire Private Capital
North Carolina
$33K – – –
EA
2027
Emerald Advisers
Pennsylvania
$33K – – –
CTC (Chicago Trading Company)
2028
CTC (Chicago Trading Company)
Illinois
$32.4K +$16.4K +93 +90%
FFA
2029
Fairfield Financial Advisors
Massachusetts
$31.4K -$7.07K -40 -17%
NIC
2030
Northwest Investment Counselors
Oregon
$31K – – –
FMP
2031
Financial Management Professionals
Texas
$31K +$10.6K +60 +48%
CWA
2032
Clearview Wealth Advisors
Oregon
$29K -$8.66K -49 -22%
TC
2033
Tacita Capital
Ontario, Canada
$29K – – –
GKIM
2034
GW&K Investment Management
Massachusetts
$29K +$20.1K +114 +181%
TCM
2035
Tradewinds Capital Management
Washington
$28K -$285K -1,613 -90%
NICM
2036
Neo Ivy Capital Management
New York
$28K -$136K -770 -82%
CWM
2037
CarsonAllaria Wealth Management
Illinois
$28K – – –
FPFS
2038
First Personal Financial Services
North Carolina
$28K – – –
TC
2039
Trust Company
Kansas
$28K – – –
MG
2040
MilWealth Group
Wisconsin
$27.2K – – –
JSAM
2041
J. Safra Asset Management
New York
$27K – – –
RWM
2042
Raffa Wealth Management
District of Columbia
$26.2K – – –
CAM
2043
Costello Asset Management
Pennsylvania
$24K – – –
FWA
2044
FSC Wealth Advisors
New York
$24K – – –
WAM
2045
Worth Asset Management
Texas
$23K – – –
BAM
2046
Bellevue Asset Management
Washington
$22K – – –
FPB
2047
First PREMIER Bank
South Dakota
$21K – – –
MA
2048
MCF Advisors
Kentucky
$20K -$2.83K -16 -12%
CHA
2049
Carmichael Hill & Associates
Maryland
$20K +$1.59K +9 +8%
CMA
2050
Cedar Mountain Advisors
Oregon
$18K – – –