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Name Holding Trade Value Shares
Change
Change in
Stake
ACH
2026
ArrowMark Colorado Holdings
Colorado
$480K
BS
2027
Bessemer Securities
New York
$480K
PTC
2028
Provident Trust Company
Wisconsin
$480K
VFM
2029
Viking Fund Management
North Dakota
$480K
APW
2030
Austin Private Wealth
Texas
$478K +$463K +9,962 New
WMA
2031
Wealth Management Associates
New Jersey
$477K +$37.1K +798 +9%
CA
2032
Continuum Advisory
Idaho
$476K -$19.3K -416 -4%
HWA
2033
HHM Wealth Advisors
Tennessee
$475K -$24.1K -519 -5%
RWM
2034
Ritholtz Wealth Management
New York
$475K +$81.3K +1,750 +21%
PP
2035
Parplus Partners
New York
$473K +$458K +9,858 New
AWA
2036
Arkadios Wealth Advisors
Georgia
$473K +$464K +9,990 New
NVIM
2037
New Vernon Investment Management
Illinois
$472K
FCA
2038
FLC Capital Advisors
California
$471K +$8.13K +175 +2%
DAM
2039
Delta Asset Management
Tennessee
$470K +$4.14K +89 +0.9%
MA
2040
MONECO Advisors
Connecticut
$469K -$57.7K -1,241 -11%
AWM
2041
Aevitas Wealth Management
Massachusetts
$468K -$8.23K -177 -2%
AIM
2042
AIA Investment Management
Singapore
$467K -$233K -5,007 -34%
FP
2043
Financial Perspectives
Minnesota
$467K +$452K +9,728 New
UF
2044
Univest Financial
Pennsylvania
$466K +$341K +7,340 +91%
PFG
2045
PAX Financial Group
Texas
$466K +$465K +10,004 New
PBO
2046
Peoples Bank (Ohio)
Ohio
$464K -$2.65K -57 -0.6%
MC
2047
Miles Capital
Iowa
$464K +$14.8K +318 +3%
GD
2048
Grandfield & Dodd
New York
$464K +$62.5K +1,344 +16%
Cohen & Steers
2049
Cohen & Steers
New York
$462K -$3.54M -76,191 -89%
OAM
2050
Oxford Asset Management
United Kingdom
$462K +$448K +9,636 New