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Name Holding Trade Value Shares
Change 		Change in
Stake
LBD
2026
Landsberg Bennett & Dubbaneh
Florida
$360K +$1.23K +25 +0.4%
IWS
2027
Insight Wealth Strategies
California
$360K +$122K +2,479 +55%
BAM
2028
Bruderman Asset Management
New York
$358K +$836 +17 +0.3%
SWM
2029
Segment Wealth Management
Texas
$357K +$5.95K +121 +2%
CCA
2030
Conestoga Capital Advisors
Pennsylvania
$356K – – –
GC
2031
Gilbert & Cook
Iowa
$356K +$9.83K +200 +3%
FI
2032
Fosun International
China
$355K – – –
PWM
2033
Paulson Wealth Management
Illinois
$355K +$4.67K +95 +1%
FWM
2034
Fairhaven Wealth Management
Illinois
$354K – – –
NCM
2035
Noesis Capital Mangement
Florida
$353K -$9.83K -200 -3%
BHC
2036
Bowen Hanes & Co
Florida
$350K – – –
CAL
2037
Capital Analysts LLC
Pennsylvania
$350K +$60.2K +1,225 +22%
ZCM
2038
Zebra Capital Management
Connecticut
$347K -$754K -15,337 -69%
BMM
2039
Buffington Mohr McNeal
Idaho
$347K -$52.4K -1,065 -14%
VAS
2040
Valicenti Advisory Services
New York
$347K +$49 +1 +0%
BCMO
2041
Buckingham Capital Management (Ohio)
Ohio
$346K -$1.75M -35,628 -84%
BWP
2042
BSW Wealth Partners
Colorado
$346K +$5.8K +118 +2%
QT
2043
Quantamental Technologies
New York
$346K +$330K +6,719 New
ML
2044
McAdam LLC
Pennsylvania
$345K -$4.23K -86 -1%
ACS
2045
Archford Capital Strategies
Illinois
$344K -$422K -8,573 -56%
RCA
2046
Ranch Capital Advisors
Florida
$343K +$327K +6,659 New
PMG
2047
ProVise Management Group
Florida
$342K -$440K -8,946 -57%
FBC
2048
Fairfield, Bush & Co
Connecticut
$342K – – –
IC
2049
Inverness Counsel
New York
$342K – – –
FAN
2050
Financial Advisors Network
California
$342K +$8.46K +172 +3%
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