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Name Holding Trade Value Shares
Change 		Change in
Stake
LB
2026
Legacy Bridge
Iowa
$321K +$339K +7,419 New
WAG
2027
Winthrop Advisory Group
Massachusetts
$320K +$12.7K +278 +4%
GLLW
2028
Graves Light Lenhart Wealth
Virginia
$318K +$336K +7,334 New
DA
2029
Doliver Advisors
Texas
$317K +$3.62K +79 +1%
IWA
2030
Intercontinental Wealth Advisors
Texas
$315K -$126K -2,746 -27%
DCM
2031
Driehaus Capital Management
Illinois
$315K -$4.03K -88 -1%
TIM
2032
Total Investment Management
Arizona
$315K +$7.55K +165 +3%
RB
2033
Rodgers Brothers
Pennsylvania
$314K – – –
NFG
2034
Nations Financial Group
Iowa
$314K +$8.88K +194 +3%
PW
2035
Peninsula Wealth
California
$314K +$60.4K +1,321 +22%
AL
2036
Arnhold LLC
New York
$312K – – –
B
2037
Bridgeworth
Alabama
$312K +$14.5K +316 +3%
WCM
2038
Weatherstone Capital Management
Colorado
$312K +$37.8K +825 +13%
BCA
2039
Bray Capital Advisors
Florida
$311K -$6.86K -150 -2%
VA
2040
Valmark Advisers
Ohio
$311K +$6.41K +140 +2%
HI
2041
HBK Investments
Texas
$310K +$327K +7,144 New
VRM
2042
Vectors Research Management
New York
$309K -$650K -14,200 -67%
ACP
2043
Aviance Capital Partners
Florida
$309K +$50.8K +1,110 +18%
CFS
2044
CRA Financial Services
New Jersey
$308K +$325K +7,095 New
HPC
2045
Hobart Private Capital
North Carolina
$308K +$25.9K +565 +9%
BDWM
2046
Brewin Dolphin Wealth Management
Ireland
$307K – – –
SIA
2047
Strategic Investment Advisors
Michigan
$306K +$323K +7,058 New
PEA
2048
Pacific Edge Advisors
California
$304K – – –
RWM
2049
Raffa Wealth Management
District of Columbia
$303K -$202K -4,411 -39%
AW
2050
Alpha Windward
Massachusetts
$303K -$22.9K -501 -7%
80 81
82
83 84