Name Holding Trade Value Shares
Change
Change in
Stake
SCM
2026
Silvant Capital Management
Georgia
$509K – – –
SIM
2027
Stratos Investment Management
Ohio
$507K -$198K -3,352 -26%
CCB
2028
Cutter & Co Brokerage
Missouri
$506K -$460K -7,776 -45%
LC
2029
Landaas & Company
Wisconsin
$506K – – –
GFP
2030
Gryphon Financial Partners
Ohio
$504K +$12.9K +218 +2%
PCS
2031
Personal CFO Solutions
New Jersey
$502K +$260K +4,395 +90%
CCM
2032
Crossvault Capital Management
Texas
$501K – – –
IGGA
2033
Iron Gate Global Advisors
Utah
$501K +$70.6K +1,194 +15%
TFS
2034
TrustCore Financial Services
Tennessee
$500K -$57.1K -966 -9%
FP
2035
Financial Perspectives
Minnesota
$498K – – –
HPC
2036
Hobart Private Capital
North Carolina
$497K +$78.5K +1,327 +17%
STA
2037
Summit Trail Advisors
New York
$494K +$540K +9,134 New
BFC
2038
Blue Fin Capital
Rhode Island
$493K -$110K -1,854 -17%
DWM
2039
Dakota Wealth Management
Florida
$493K -$73.1K -1,236 -12%
DAM
2040
Diamant Asset Management
Connecticut
$491K -$606K -10,250 -53%
OI
2041
Oakbrook Investments
Illinois
$487K -$2.96M -50,000 -85%
OFG
2042
Oxford Financial Group
Indiana
$485K +$530K +8,962 New
BWM
2043
BigSur Wealth Management
Florida
$484K -$14.3K -241 -3%
TAM
2044
Townsend Asset Management
North Carolina
$484K -$13.7K -231 -3%
DA
2045
Detalus Advisors
Missouri
$484K -$6.57K -111 -1%
DE
2046
Day & Ennis
Georgia
$484K +$529K +8,948 New
CCM
2047
Canal Capital Management
Virginia
$483K +$259K +4,377 +96%
SAG
2048
Spotlight Asset Group
Illinois
$481K +$7.33K +124 +1%
JLBC
2049
J.L. Bainbridge & Co
Florida
$480K -$23.7K -401 -4%
VCM
2050
Vivaldi Capital Management
Illinois
$479K +$34K +574 +7%