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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
2026
Kaydan Wealth Management
Michigan
$203K +$215K +612 New
AGC
2027
Aspen Grove Capital
Colorado
$203K – – –
MCM
2028
Maple Capital Management
Vermont
$203K +$214K +611 New
S
2029
Sunpointe
Missouri
$203K +$214K +611 New
AGP
2030
Autumn Glory Partners
Texas
$202K -$305K -870 -59%
ACM
2031
Avalon Capital Management
California
$202K – – –
PIA
2032
Perennial Investment Advisors
California
$201K +$212K +605 New
AF
2033
Arrow Financial
New York
$201K -$3.51K -10 -2%
KB
2034
Kimelman & Baird
New York
$198K – – –
BLC
2035
Brown, Lisle/Cummings
Rhode Island
$196K – – –
AG
2036
AmeriFlex Group
Nevada
$195K +$210K +598 New
CWM
2037
Centricity Wealth Management
Ohio
$194K +$205K +584 New
RMC
2038
Resources Management Corp
Connecticut
$191K – – –
BGAI
2039
Bruce G. Allen Investments
Colorado
$189K -$1.75K -5 -0.9%
OA
2040
Operose Advisors
Wisconsin
$189K -$92K -262 -32%
BC
2041
Barrett & Company
Rhode Island
$189K – – –
WTFG
2042
Wood Tarver Financial Group
Idaho
$186K +$197K +562 New
CAS
2043
Coppell Advisory Solutions
Texas
$181K -$9.48K -27 -5%
OC
2044
Oarsman Capital
Wisconsin
$178K – – –
PAM
2045
Parvin Asset Management
South Dakota
$176K +$186K +530 New
LWCFA
2046
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$175K -$9.13K -26 -4%
PWMA
2047
Pension & Wealth Management Advisors
Massachusetts
$173K +$20.7K +59 +13%
GG
2048
Gleason Group
Kentucky
$171K +$702 +2 +0.4%
DCBT
2049
Dakota Community Bank & Trust
North Dakota
$170K +$40.4K +115 +29%
RFA
2050
Reyes Financial Architecture
California
$166K +$175K +500 New