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Name Holding Trade Value Shares
Change 		Change in
Stake
FP
2026
Financial Perspectives
Minnesota
$550K +$515K +9,194 New
PG
2027
Proffitt & Goodson
Tennessee
$550K -$102K -1,822 -17%
BWM
2028
BigSur Wealth Management
Florida
$550K – – –
TAM
2029
Townsend Asset Management
North Carolina
$549K +$514K +9,180 New
FPCP
2030
Fort Point Capital Partners
California
$546K -$11.2K -200 -2%
AWA
2031
Acorn Wealth Advisors
Michigan
$545K -$3.25K -58 -0.6%
GFP
2032
Gryphon Financial Partners
Ohio
$544K +$185K +3,310 +57%
AI
2033
ArchPoint Investors
Florida
$542K – – –
CFW
2034
CA Family Wealth
California
$542K +$507K +9,053 New
DA
2035
Detalus Advisors
Missouri
$542K +$507K +9,058 New
MWPCG
2036
Measured Wealth Private Client Group
New Hampshire
$541K -$27.1K -484 -5%
TC
2037
Tatro Capital
Kentucky
$540K +$505K +9,024 New
LOAMU
2038
Lombard Odier Asset Management (USA)
New York
$539K -$112K -2,000 -18%
SCM
2039
Sterneck Capital Management
Missouri
$537K -$53.2K -950 -10%
JHCP
2040
Jackson Hole Capital Partners
Oklahoma
$534K – – –
CA
2041
Continuum Advisory
Idaho
$530K -$27.9K -498 -5%
CCIA
2042
Campbell & Co Investment Adviser
Maryland
$530K -$27.5K -491 -5%
FCFC
2043
First Commonwealth Financial Corp
Pennsylvania
$530K – – –
OSAM
2044
O'Shaughnessy Asset Management
Connecticut
$526K +$491K +8,768 +62,629%
CF
2045
Corrigan Financial
Rhode Island
$526K +$11K +196 +2%
SWM
2046
Segment Wealth Management
Texas
$525K +$104K +1,859 +27%
KLWA
2047
Kelly Lawrence W & Associates
California
$524K – – –
HFRG
2048
Houlihan Financial Resource Group
Virginia
$524K +$490K +8,752 New
TF
2049
TimeScale Financial
Massachusetts
$521K -$61.4K -1,097 -11%
FA
2050
Financial Advisors
Massachusetts
$518K – – –
80 81
82
83 84