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Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
2026
West Family Investments
California
$678K -$34.9K -326 -4%
AMC
2027
Asset Management Corp
Illinois
$676K -$12.7K -119 -2%
AMCA
2028
Arthur M. Cohen & Associates
Illinois
$676K +$113K +1,059 +17%
CWM
2029
Congress Wealth Management
Massachusetts
$674K -$129K -1,210 -14%
AFA
2030
American Financial Advisors
Georgia
$674K +$765K +7,145 New
HWM
2031
Hemington Wealth Management
Virginia
$673K -$17.6K -164 -2%
RWB
2032
RMR Wealth Builders
New Jersey
$673K +$26.4K +247 +4%
CA
2033
Crewe Advisors
Utah
$673K +$33.2K +310 +5%
LNB
2034
Ledyard National Bank
$672K -$47K -439 -6%
B
2035
Bridgeworth
Alabama
$672K -$1.18K -11 -0.2%
PA
2036
PFG Advisors
Arizona
$671K -$24.7K -231 -3%
LWA
2037
Lineweaver Wealth Advisors
Ohio
$671K +$10.3K +96 +1%
PHIC
2038
Pine Haven Investment Counsel
Massachusetts
$670K – – –
LB
2039
Legacy Bridge
Iowa
$669K – – –
AA
2040
ALPS Advisors
Colorado
$669K +$325K +3,034 +75%
CCM
2041
Crew Capital Management
Ohio
$664K – – –
TA
2042
Tiedemann Advisors
New York
$663K -$38.5K -360 -5%
PFC
2043
Phocas Financial Corp
California
$663K +$176K +1,645 +31%
CWM
2044
Curi Wealth Management
North Carolina
$663K +$421K +3,931 +127%
LC
2045
Landaas & Company
Wisconsin
$662K – – –
ACS
2046
Archford Capital Strategies
Illinois
$660K +$6.1K +57 +0.8%
PFSC
2047
Peoples Financial Services Corp
Pennsylvania
$659K +$1.6K +15 +0.2%
HKAM
2048
Horizon Kinetics Asset Management
New York
$657K +$9.42K +88 +1%
SIAG
2049
Signet Investment Advisory Group
Rhode Island
$657K +$10.7K +100 +1%
CC
2050
Copperleaf Capital
North Carolina
$657K +$332K +3,104 +80%
80 81
82
83 84