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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2026
Act Wealth Management
Texas
$261K
AAM
2027
AMI Asset Management
California
$261K
PTCG
2028
Pring Turner Capital Group
California
$261K -$9.12K -322 -4%
AP
2029
Adero Partners
California
$260K -$31.8K -1,123 -12%
WLIM
2030
White Lighthouse Investment Management
Massachusetts
$260K
AIM
2031
Alhambra Investment Management
Florida
$258K -$54.3K -1,917 -20%
CSIA
2032
Carl Stuart Investment Advisor
Texas
$258K +$83K +2,930 New
PMFA
2033
Plante Moran Financial Advisors
Michigan
$257K -$20.5K -723 -8%
UAS
2034
United Asset Strategies
New York
$257K -$17.9K -631 -7%
BC
2035
BIT Capital
Germany
$256K +$222K +7,835 New
VWM
2036
Valley Wealth Managers
New Jersey
$255K -$5.67K -200 -3%
BMC
2037
Benin Management Corp
Connecticut
$255K -$244K -8,600 -52%
PCP
2038
Proficio Capital Partners
Massachusetts
$254K -$34.6K -1,220 -14%
CWP
2039
Concord Wealth Partners
Virginia
$254K -$77.9K -2,751 -26%
AA
2040
Advisory Alpha
Michigan
$254K -$7.25K -256 -3%
EDRIA
2041
Edmonds Duncan Registered Investment Advisors
Kansas
$254K +$1.76K +62 +0.8%
EWA
2042
EP Wealth Advisors
California
$253K -$1.74M -61,384 -95%
HPM
2043
Hoxton Planning & Management
West Virginia
$252K -$19.1K -673 -8%
HCRE
2044
Hoya Capital Real Estate
Connecticut
$252K
WP
2045
WealthShield Partners
North Carolina
$252K +$218K +7,706 New
MSR
2046
Main Street Research
Connecticut
$252K -$47.2K -1,666 -18%
LG
2047
Leuthold Group
Minnesota
$251K -$13.3K -471 -6%
EWA
2048
EverSource Wealth Advisors
Alabama
$250K -$52.7K -1,859 -20%
WP
2049
WealthSpring Partners
California
$250K +$397 +14 +0.2%
MFC
2050
Mechanics Financial Corp
Ohio
$250K