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Name Holding Trade Value Shares
Change 		Change in
Stake
AMCA
2026
Arthur M. Cohen & Associates
Illinois
$676K +$113K +1,059 +17%
CWM
2027
Congress Wealth Management
Massachusetts
$674K -$129K -1,210 -14%
AFA
2028
American Financial Advisors
Georgia
$674K +$765K +7,145 New
HWM
2029
Hemington Wealth Management
Virginia
$673K -$17.6K -164 -2%
RWB
2030
RMR Wealth Builders
New Jersey
$673K +$26.4K +247 +4%
CA
2031
Crewe Advisors
Utah
$673K +$33.2K +310 +5%
LNB
2032
Ledyard National Bank
$672K -$47K -439 -6%
B
2033
Bridgeworth
Alabama
$672K -$1.18K -11 -0.2%
PA
2034
PFG Advisors
Arizona
$671K -$24.7K -231 -3%
LWA
2035
Lineweaver Wealth Advisors
Ohio
$671K +$10.3K +96 +1%
PHIC
2036
Pine Haven Investment Counsel
Massachusetts
$670K – – –
LB
2037
Legacy Bridge
Iowa
$669K – – –
AA
2038
ALPS Advisors
Colorado
$669K +$325K +3,034 +75%
CCM
2039
Crew Capital Management
Ohio
$664K – – –
TA
2040
Tiedemann Advisors
New York
$663K -$38.5K -360 -5%
PFC
2041
Phocas Financial Corp
California
$663K +$176K +1,645 +31%
CWM
2042
Curi Wealth Management
North Carolina
$663K +$421K +3,931 +127%
LC
2043
Landaas & Company
Wisconsin
$662K – – –
ACS
2044
Archford Capital Strategies
Illinois
$660K +$6.1K +57 +0.8%
PFSC
2045
Peoples Financial Services Corp
Pennsylvania
$659K +$1.6K +15 +0.2%
HKAM
2046
Horizon Kinetics Asset Management
New York
$657K +$9.42K +88 +1%
SIAG
2047
Signet Investment Advisory Group
Rhode Island
$657K +$10.7K +100 +1%
CC
2048
Copperleaf Capital
North Carolina
$657K +$332K +3,104 +80%
DC
2049
DeDora Capital
California
$656K -$15.2K -142 -2%
DMBA
2050
Deseret Mutual Benefit Administrators
Utah
$654K -$340K -3,177 -31%
80 81
82
83 84