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Name Holding Trade Value Shares
Change 		Change in
Stake
T
2026
TRUADVICE
Florida
$735K +$8.56K +174 +1%
RCS
2027
Retirement Capital Strategies
California
$735K – – –
APC
2028
Aspire Private Capital
North Carolina
$733K +$10.5K +214 +2%
AF
2029
Apexium Financial
Texas
$732K +$99.5K +2,022 +17%
RG
2030
Rathbones Group
United Kingdom
$731K +$16.3K +332 +2%
GHA
2031
Granite Harbor Advisors
Texas
$729K +$41.6K +845 +6%
CCWA
2032
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$729K +$33.6K +683 +5%
NAMM
2033
NorthStar Asset Management (Massachusetts)
Massachusetts
$726K -$46K -935 -6%
PWP
2034
Phillips Wealth Planners
Mississippi
$725K -$23.3K -474 -3%
PL
2035
Plancorp LLC
Missouri
$725K -$27.8K -566 -4%
CAM
2036
CenterStar Asset Management
Illinois
$725K +$689K +14,010 New
HNWAG
2037
High Net Worth Advisory Group
Florida
$723K -$836 -17 -0.1%
JSC
2038
Jackson Square Capital
California
$721K -$43K -875 -6%
LTAS
2039
Linden Thomas Advisory Services
North Carolina
$719K +$116K +2,350 +20%
PTC
2040
Philadelphia Trust Company
Pennsylvania
$716K -$7.38K -150 -1%
CP
2041
Covenant Partners
Tennessee
$715K +$12.1K +246 +2%
MCM
2042
Maple Capital Management
Vermont
$715K -$85.4K -1,737 -11%
RZH
2043
Relyea Zuckerberg Hanson
Connecticut
$713K +$6.34K +129 +0.9%
AC
2044
Allstate Corporation
Illinois
$713K -$5.46K -111 -0.8%
CCP
2045
Cassia Capital Partners
North Carolina
$712K +$117K +2,378 +21%
VCM
2046
Vivaldi Capital Management
Illinois
$709K +$1.92K +39 +0.3%
CWA
2047
Clarity Wealth Advisors
California
$707K +$15.8K +321 +2%
AA
2048
Auxano Advisors
Washington
$707K – – –
MIM
2049
Morningstar Investment Management
Illinois
$706K +$671K +13,641 New
PCMC
2050
Paragon Capital Management (Colorado)
Colorado
$704K +$2.02K +41 +0.3%
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