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Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
2026
RPG Investment Advisory
California
$409K -$15.5K -320 -4%
GCM
2027
Gables Capital Management
Florida
$409K – – –
PAS
2028
Professional Advisory Services
Florida
$409K – – –
LFA
2029
Legacy Financial Advisors
Kentucky
$409K +$152K +3,123 +70%
CAM
2030
Concorde Asset Management
Michigan
$406K -$16.5K -340 -4%
GJCM
2031
Grand Jean Capital Management
California
$405K – – –
WCM
2032
Weatherstone Capital Management
Colorado
$405K +$14.1K +290 +4%
FAT
2033
First American Trust
California
$400K -$4.71K -97 -1%
KM
2034
Kalos Management
Georgia
$398K -$132K -2,712 -27%
WAG
2035
Winthrop Advisory Group
Massachusetts
$397K -$5.05K -104 -1%
HPC
2036
Hobart Private Capital
North Carolina
$396K +$11.2K +231 +3%
CNC
2037
Citizens & Northern Corp
Pennsylvania
$395K -$71.7K -1,476 -17%
RB
2038
Rodgers Brothers
Pennsylvania
$395K +$3.16K +65 +0.9%
PW
2039
Peninsula Wealth
California
$394K +$2.14K +44 +0.6%
TCM
2040
Tufton Capital Management
Maryland
$394K +$29.2K +600 +9%
IWA
2041
Intercontinental Wealth Advisors
Texas
$392K – – –
NFG
2042
Nations Financial Group
Iowa
$392K +$194 +4 +0.1%
ARMC
2043
American Research & Management Company
Massachusetts
$390K +$252K +5,181 +253%
MFG
2044
Merit Financial Group
Georgia
$389K -$276K -5,688 -44%
AL
2045
Arnhold LLC
New York
$389K – – –
NB
2046
Nicolet Bankshares
Wisconsin
$387K -$16.3K -336 -4%
SWMG
2047
Strategic Wealth Management Group
Maryland
$387K +$14.7K +303 +4%
HI
2048
HBK Investments
Texas
$386K +$292 +6 +0.1%
BDWM
2049
Brewin Dolphin Wealth Management
Ireland
$383K – – –
FHC
2050
First Heartland Consultants
Missouri
$382K +$110K +2,273 +47%
80 81
82
83 84