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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
2026
Premier Asset Management
Illinois
$479K +$481K +9,257 New
FP
2027
Financial Perspectives
Minnesota
$477K +$520 +10 +0.1%
CPC
2028
Congress Park Capital
New York
$476K +$52K +1,000 +12%
MS
2029
Mizuho Securities
Japan
$476K +$416K +8,000 +667%
Apella Capital
2030
Apella Capital
Connecticut
$474K -$244K -4,687 -34%
IGGA
2031
Iron Gate Global Advisors
Utah
$473K – – –
MCF Advisors
2032
MCF Advisors
Kentucky
$473K +$13.2K +254 +3%
FFA
2033
Fragasso Financial Advisors
Pennsylvania
$472K +$1.51K +29 +0.3%
TFS
2034
TrustCore Financial Services
Tennessee
$471K +$2.29K +44 +0.5%
FGA
2035
Fortis Group Advisors
New Jersey
$471K +$474K +9,114 New
DAM
2036
Diamant Asset Management
Connecticut
$470K – – –
BCA
2037
Berman Capital Advisors
Georgia
$470K +$19K +366 +4%
Annex Advisory Services
2038
Annex Advisory Services
Wisconsin
$469K -$40.2K -773 -8%
TPW
2039
TL Private Wealth
Texas
$468K -$280K -5,392 -38%
Wedge Capital Management
2040
Wedge Capital Management
North Carolina
$465K -$47.1M -905,450 -99%
SSWM
2041
Sheets Smith Wealth Management
North Carolina
$465K +$68.3K +1,314 +17%
SEEDPG
2042
S.E.E.D. Planning Group
New York
$464K +$188K +3,613 +68%
WCM
2043
Weld Capital Management
New York
$459K +$270K +5,189 +141%
RI
2044
Ridgewood Investments
New Jersey
$459K +$461K +8,859 New
MFW
2045
Meristem Family Wealth
Minnesota
$457K +$6.91K +133 +2%
Merit Financial Group
2046
Merit Financial Group
Georgia
$456K +$94.3K +1,813 +26%
JLBC
2047
J.L. Bainbridge & Co
Florida
$454K -$5.46K -105 -1%
PCM
2048
Perkins Capital Management
Minnesota
$453K +$455K +8,750 New
CCM
2049
Carlson Capital Management
Minnesota
$452K -$12.7K -245 -3%
HGWM
2050
Horst & Graben Wealth Management
Oregon
$452K +$520 +10 +0.1%