Name Holding Trade Value Shares
Change
Change in
Stake
CFG
2026
Certior Financial Group
Pennsylvania
$651K +$5.63K +23 +0.9%
SI
2027
Seeds Investor
New York
$651K -$98.3K -402 -13%
Two Sigma Investments
2028
Two Sigma Investments
New York
$650K +$33K +135 +5%
CFS
2029
Commonwealth Financial Services
West Virginia
$646K +$142K +582 +29%
EIA
2030
Eldridge Investment Advisors
New Hampshire
$646K – – –
AWA
2031
Amplius Wealth Advisors
Pennsylvania
$645K -$39.9K -163 -6%
GEA
2032
Glen Eagle Advisors
New Jersey
$643K -$159K -649 -20%
NFG
2033
Nadler Financial Group
Illinois
$642K +$139K +568 +28%
FCM
2034
Fortis Capital Management
Washington
$642K +$631K +2,580 New
FAM
2035
Fenimore Asset Management
New York
$640K – – –
ML
2036
McAdam LLC
Pennsylvania
$639K -$261K -1,068 -29%
EF
2037
Elite Financial
Idaho
$639K -$121K -493 -16%
FPCP
2038
Fort Point Capital Partners
California
$639K -$224K -917 -26%
MG
2039
Marex Group
$638K +$627K +2,565 New
EHWM
2040
Eads & Heald Wealth Management
Georgia
$637K -$103K -421 -14%
NAG
2041
Northstar Advisory Group
New Jersey
$635K +$245 +1 +0%
IF
2042
Integrity Financial
Wyoming
$634K +$6.36K +26 +1%
FIB
2043
First Interstate Bank
Montana
$634K +$34.2K +140 +6%
GFP
2044
Gryphon Financial Partners
Ohio
$633K +$30.3K +124 +5%
UF
2045
Univest Financial
Pennsylvania
$632K +$155K +633 +33%
B
2046
Bellecapital
Switzerland
$631K -$119K -485 -16%
GCM
2047
Gladius Capital Management
Illinois
$631K +$620K +2,536 New
GG
2048
Greenwood Gearhart
Arkansas
$630K -$45.3K -185 -7%
EAM
2049
Evanson Asset Management
California
$629K +$66.5K +272 +12%
GTAM
2050
Global Trust Asset Management
Florida
$628K -$287K -1,173 -32%