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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2026
Chesapeake Wealth Management
Virginia
$408K -$1.43K -33 -0.3%
CWM
2027
Circle Wealth Management
New Jersey
$407K -$60K -1,386 -11%
1IA
2028
1620 Investment Advisors
Massachusetts
$407K +$24.5K +566 +5%
AA
2029
Aire Advisors
California
$406K -$96.3K -2,226 -17%
BIA
2030
BHK Investment Advisors
Alabama
$406K +$88.3K +2,042 +23%
RG
2031
Retirement Group
California
$404K +$206K +4,757 +79%
CG
2032
Cutler Group
California
$404K +$377K +8,711 +415%
FPF
2033
First Pacific Financial
Washington
$403K +$23.9K +553 +5%
CAI
2034
Capital Advisors Inc
Oklahoma
$402K +$58.3K +1,347 +14%
MSA
2035
Marino Stram & Associates
Massachusetts
$402K +$100K +2,314 +27%
LFA
2036
Landmark Financial Advisors
Kentucky
$401K +$44.3K +1,025 +11%
WWM
2037
Windsor Wealth Management
Indiana
$399K -$124K -2,869 -21%
ACM
2038
Avalon Capital Management
California
$398K -$221K -5,100 -32%
Pzena Investment Management
2039
Pzena Investment Management
New York
$398K
CA
2040
Cornerstone Advisory
Maryland
$397K -$222K -5,120 -33%
PWA
2041
Physician Wealth Advisors
Utah
$397K -$58K -1,340 -11%
SG
2042
Stonnington Group
California
$396K -$92.4K -2,135 -17%
CF
2043
Clarity Financial
Texas
$396K +$458K +10,576 New
LA
2044
LVW Advisors
New York
$395K +$16.8K +388 +4%
LWM
2045
Loveless Wealth Management
Montana
$394K -$52.4K -1,210 -10%
FNBOO
2046
First National Bank of Omaha
Nebraska
$394K +$18.3K +422 +4%
AF
2047
Affiance Financial
Minnesota
$392K -$350K -8,081 -44%
CP
2048
Camelot Portfolios
Ohio
$392K +$91.1K +2,106 +25%
TWM
2049
Titus Wealth Management
California
$391K -$83.1K -1,921 -16%
MCWS
2050
McKinley Carter Wealth Services
West Virginia
$391K -$39.3K -909 -8%