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Name Holding Trade Value Shares
Change
Change in
Stake
WMG
2026
WESCAP Management Group
California
$510K -$54.2K -1,000 -9%
HFAS
2027
Hummer Financial Advisory Services
Illinois
$506K
TFM
2028
TFC Financial Management
Massachusetts
$502K +$54 +1 +0%
PBF
2029
Petix & Botte Financial
California
$502K +$212K +3,913 +71%
SCM
2030
Silvant Capital Management
Georgia
$501K
VIM
2031
Vista Investment Management
Pennsylvania
$498K +$813 +15 +0.2%
WA
2032
Wealth Alliance
New York
$498K +$74.4K +1,372 +17%
WI
2033
WrapManager Inc
California
$496K -$867 -16 -0.2%
SWA
2034
SOA Wealth Advisors
New York
$496K +$2.17K +40 +0.4%
KI
2035
Kapitalo Investimentos
Brazil
$496K +$504K +9,300 New
SIM
2036
SSI Investment Management
California
$495K
ODCM
2037
Old Dominion Capital Management
Virginia
$495K +$70.7K +1,304 +16%
TWM
2038
TriaGen Wealth Management
California
$494K +$9.49K +175 +2%
CC
2039
Claybrook Capital
Massachusetts
$493K -$931K -17,176 -65%
SXL
2040
Summit X LLC
Missouri
$493K -$359K -6,620 -42%
LFA
2041
Landmark Financial Advisors
Kentucky
$492K
LWM
2042
Liberty Wealth Management
California
$492K +$325 +6 +0.1%
BIA
2043
BHK Investment Advisors
Alabama
$488K +$96.3K +1,776 +24%
DAM
2044
Diamant Asset Management
Connecticut
$484K +$492K +9,080 New
III
2045
Independent Investors Inc
New York
$483K
IF
2046
Ironwood Financial
Arizona
$483K +$30.1K +556 +7%
DSAM
2047
Dock Street Asset Management
Florida
$482K -$61.6K -1,137 -11%
DE
2048
Day & Ennis
Georgia
$482K -$2.82K -52 -0.6%
BHWA
2049
Beacon Harbor Wealth Advisors
Virginia
$482K
Pzena Investment Management
2050
Pzena Investment Management
New York
$482K +$18.2K +336 +4%