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Name Holding Trade Value Shares
Change 		Change in
Stake
GFA
2026
Gallagher Fiduciary Advisors
Illinois
$442K +$9.41K +89 +2%
LRPA
2027
L. Roy Papp & Associates
Arizona
$442K – – –
A
2028
Argentarii
Ohio
$441K +$183K +1,729 +61%
SPL
2029
Smart Portfolios LLC
Washington
$441K -$11.1K -105 -2%
RBWA
2030
RFG - Bristol Wealth Advisors
Massachusetts
$440K -$42.2K -399 -8%
BWP
2031
Baldwin Wealth Partners
Massachusetts
$440K -$186K -1,762 -28%
PWM
2032
Paulson Wealth Management
Illinois
$439K +$1.27K +12 +0.3%
FMN
2033
Financial Management Network
California
$438K +$528 +5 +0.1%
MSA
2034
Marino Stram & Associates
Massachusetts
$438K +$1.58K +15 +0.3%
AMIM
2035
Aull & Monroe Investment Management
Alabama
$438K -$31.6K -299 -6%
BOH
2036
Bank of Hawaii
Hawaii
$438K +$35.4K +335 +8%
FFG
2037
Fiduciary Financial Group
California
$437K +$29.6K +280 +7%
WDG
2038
Wealth Dimensions Group
Ohio
$436K +$15.3K +145 +3%
BMO
2039
Beck Mack & Oliver
New York
$436K +$9.2K +87 +2%
SAW
2040
Signal Advisors Wealth
Michigan
$435K +$130K +1,230 +37%
WA
2041
Waddell & Associates
Tennessee
$434K +$124K +1,173 +35%
SWM
2042
Sendero Wealth Management
Texas
$434K +$1.8K +17 +0.4%
RWP
2043
Revolve Wealth Partners
New Jersey
$434K -$12.7K -120 -3%
CA
2044
Carson Advisory
Georgia
$432K +$159K +1,503 +50%
KMWM
2045
Keudell/Morrison Wealth Management
Oregon
$432K +$65.3K +618 +16%
AU
2046
AlphaGrep UK
$431K +$250K +2,367 +112%
TFG
2047
Taylor Financial Group
Virginia
$431K -$16.4K -155 -3%
HPC
2048
Hobart Private Capital
North Carolina
$431K -$20.4K -193 -4%
WI
2049
WrapManager Inc
California
$431K +$4.23K +40 +0.9%
AL
2050
Arnhold LLC
New York
$430K – – –
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