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Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
2026
Robertson Stephens Wealth Management
California
$607K +$37.7K +630 +7%
HPC
2027
Hobart Private Capital
North Carolina
$607K +$57.2K +956 +10%
SBA
2028
Secrest Blakey & Associates
North Carolina
$606K +$13K +217 +2%
SRC
2029
Sage Rhino Capital
California
$604K +$30.9K +516 +5%
CAGAS
2030
Capital Advisory Group Advisory Services
Minnesota
$603K -$652K -10,895 -52%
GAM
2031
Garrison Asset Management
Arkansas
$602K -$12K -201 -2%
FBT
2032
First Bank & Trust
South Dakota
$602K -$10.9K -183 -2%
VCAM
2033
Van Cleef Asset Management
Ohio
$600K -$608K -10,175 -50%
FDCC
2034
Foster Dykema Cabot & Co
Massachusetts
$599K +$6.94K +116 +1%
WA
2035
Waverly Advisors
Alabama
$599K +$13.3K +223 +2%
BPCA
2036
Bank Pictet & Cie (Asia)
Singapore
$598K
POIA
2037
Pin Oak Investment Advisors
Texas
$596K -$35.9K -600 -6%
HFAS
2038
Hummer Financial Advisory Services
Illinois
$595K +$20.9K +350 +4%
PCS
2039
Personal CFO Solutions
New Jersey
$594K +$39.8K +665 +7%
BFPW
2040
BOK Financial Private Wealth
Colorado
$594K +$146K +2,448 +33%
UF
2041
Univest Financial
Pennsylvania
$593K -$66.4K -1,110 -10%
AA
2042
Aufman Associates
Pennsylvania
$591K +$598 +10 +0.1%
FSA
2043
Financial Sense Advisors
California
$590K +$2.81K +47 +0.5%
GD
2044
Grandfield & Dodd
New York
$590K +$107K +1,795 +22%
AAS
2045
Annex Advisory Services
Wisconsin
$589K -$2.53M -42,310 -81%
BMCM
2046
Bryn Mawr Capital Management
Pennsylvania
$589K +$6.88K +115 +1%
AWM
2047
Apollon Wealth Management
South Carolina
$588K +$588K +9,833 New
MS
2048
Maven Securities
Jersey
$586K +$100K +1,672 +20%
CC
2049
Callan Capital
California
$585K
AIS
2050
American Investment Services
Massachusetts
$584K -$13.3K -222 -2%