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Name Holding Trade Value Shares
Change
Change in
Stake
KC
2026
KHP Capital
Oklahoma
$205K – – –
WWM
2027
Windsor Wealth Management
Indiana
$204K +$194K +1,743 New
IWP
2028
Icon Wealth Partners
Texas
$202K +$87.5K +786 +83%
CC
2029
Capital Counsel
New York
$202K +$192K +1,725 New
CBB
2030
Citizens Business Bank
California
$202K +$192K +1,727 New
ME
2031
McIlrath & Eck
Washington
$201K -$7.46K -67 -4%
ACC
2032
Accident Compensation Corp
New Zealand
$199K -$968K -8,700 -84%
BWL
2033
Bogart Wealth LLC
Virginia
$199K +$8.35K +75 +5%
LFG
2034
LifePlan Financial Group
Ohio
$193K – – –
AWM
2035
Aevitas Wealth Management
Massachusetts
$192K -$64.4K -579 -26%
FMT
2036
First Mercantile Trust
Tennessee
$191K -$34.5K -310 -16%
FWM
2037
Focused Wealth Management
New York
$190K -$17.4K -156 -9%
CFA
2038
Camarda Financial Advisors
Florida
$189K – – –
AI
2039
ArchPoint Investors
Florida
$184K – – –
GP
2040
Geneva Partners
Wisconsin
$181K +$173K +1,551 New
HH
2041
HWG Holdings
Texas
$179K +$171K +1,534 New
POIA
2042
Pin Oak Investment Advisors
Texas
$175K – – –
Cohen & Steers
2043
Cohen & Steers
New York
$161K – – –
BCP
2044
Blue Chip Partners
Michigan
$154K -$150K -1,344 -50%
ED
2045
Exane Derivatives
France
$152K -$2.85M -25,604 -95%
CLM
2046
ClearBridge LLC (Maryland)
Maryland
$149K -$42K -377 -23%
RP
2047
Rowlandmiller & Partners
Georgia
$146K – – –
TVWM
2048
Tower View Wealth Management
Wisconsin
$144K -$15.9K -143 -10%
Walleye Trading
2049
Walleye Trading
New York
$141K +$134K +1,206 New
ICM
2050
IMS Capital Management
Oregon
$140K -$3.56K -32 -3%