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Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
2026
Signature Wealth Management Group
Georgia
$258K – – –
BCM
2027
BlueCrest Capital Management
Jersey
$258K +$231K +2,498 New
OPTFSNA
2028
Old Point Trust & Financial Services N A
Virginia
$258K +$231K +2,499 New
AO
2029
Advisor OS
Illinois
$256K +$229K +2,481 New
TIA
2030
Tandem Investment Advisors
South Carolina
$254K -$30K -325 -12%
AWM
2031
Aberdeen Wealth Management
Illinois
$250K +$92 +1 +0%
HWA
2032
HHM Wealth Advisors
Tennessee
$249K – – –
ARMC
2033
American Research & Management Company
Massachusetts
$249K +$9.24K +100 +4%
ST
2034
Somerset Trust
Pennsylvania
$248K -$29.2K -316 -12%
CIR
2035
Clear Investment Research
Georgia
$248K – – –
WMA
2036
West Michigan Advisors
Michigan
$247K +$221K +2,396 New
FWP
2037
FAS Wealth Partners
Kansas
$246K -$56.1K -607 -20%
PPW
2038
Pasadena Private Wealth
California
$245K +$219K +2,374 New
RWP
2039
RWA Wealth Partners
Massachusetts
$245K +$219K +2,374 New
TSS
2040
Two Sigma Securities
New York
$245K +$220K +2,378 New
FW
2041
FirstPurpose Wealth
Utah
$244K +$219K +2,369 New
PFA
2042
Pure Financial Advisors
California
$242K -$31.9K -345 -13%
PTP
2043
Platform Technology Partners
New York
$240K -$18.3K -198 -8%
LWANC
2044
Laurel Wealth Advisors (North Carolina)
North Carolina
$240K +$370 +4 +0.2%
RGF
2045
Retirement Guys Formula
Ohio
$240K +$214K +2,319 New
TC
2046
Titleist Capital
Texas
$240K +$215K +2,324 New
BBW
2047
Blue Barn Wealth
Utah
$239K +$214K +2,316 New
NIMI
2048
Natixis Investment Managers International
France
$239K +$214K +2,317 New
LCM
2049
LVM Capital Management
Michigan
$238K -$17.6K -190 -8%
CCM
2050
Chilton Capital Management
Texas
$237K -$4.9K -53 -2%
80 81
82
83 84