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Name Holding Trade Value Shares
Change
Change in
Stake
KJHP
2026
K.J. Harrison & Partners
Ontario, Canada
$365K -$284K -1,300 -45%
LF
2027
Lee Financial
Texas
$365K – – –
MCIA
2028
Mountain Capital Investment Advisors
Colorado
$363K -$183K -837 -35%
Alyeska Investment Group
2029
Alyeska Investment Group
Illinois
$362K -$1.01M -4,613 -75%
BWA
2030
Burt Wealth Advisors
Maryland
$362K – – –
LWM
2031
Liberty Wealth Management
California
$362K +$127K +583 +60%
SCI
2032
Stableford Capital II
Arizona
$361K -$31.7K -145 -9%
EGWAG
2033
Elwood & Goetz Wealth Advisory Group
Georgia
$361K +$33.2K +152 +11%
FVWA
2034
Foster Victor Wealth Advisors
South Carolina
$358K +$111K +508 +47%
AIS
2035
Accurate Investment Solutions
Pennsylvania
$357K – – –
GAM
2036
Garrison Asset Management
Arkansas
$357K +$219 +1 +0.1%
SIMM
2037
Stillwater Investment Management (Minnesota)
Minnesota
$356K +$1.97K +9 +0.6%
MC
2038
Matisse Capital
Oregon
$355K – – –
IWA
2039
Intercontinental Wealth Advisors
Texas
$353K -$1.97K -9 -0.6%
M
2040
Mirova
France
$353K +$29.9K +137 +10%
QCM
2041
Quantinno Capital Management
New York
$350K -$113K -519 -26%
HFA
2042
Huber Financial Advisors
Illinois
$350K -$52.2K -239 -14%
MFS
2043
Madrona Financial Services
Washington
$350K +$437 +2 +0.1%
MF
2044
Madrona Funds
Washington
$350K +$329K +1,507 New
HSWM
2045
Hubbell Strickland Wealth Management
Louisiana
$350K +$330K +1,510 New
DA
2046
Doliver Advisors
Texas
$349K +$33.9K +155 +12%
SA
2047
Sicart Associates
New York
$348K +$328K +1,500 New
OC
2048
Oarsman Capital
Wisconsin
$346K – – –
RTS
2049
Round Table Services
New Jersey
$345K +$656 +3 +0.2%
CWM
2050
Campbell Wealth Management
Virginia
$342K +$19.7K +90 +7%