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Name Holding Trade Value Shares
Change
Change in
Stake
WAP
2026
Wealthcare Advisory Partners
Pennsylvania
$108K -$8.74K -31 -8%
MWA
2027
Meridian Wealth Advisors
Texas
$108K +$102K +362 New
FNBOSM
2028
First National Bank of South Miami
Florida
$107K -$6.49K -23 -6%
FIA
2029
FNY Investment Advisers
New York
$107K +$102K +360 New
Cohen & Steers
2030
Cohen & Steers
New York
$105K -$5.64K -20 -5%
AC
2031
Asio Capital
Kentucky
$100K +$94.5K +335 New
PP
2032
Pacifica Partners
Canada
$98K +$92.8K +329 New
TFA
2033
Tobias Financial Advisors
Florida
$98K +$93K +330 New
CBT
2034
Central Bank & Trust
Kentucky
$92K -$81.5K -289 -48%
EWA
2035
Evolution Wealth Advisors
Florida
$92K +$47.4K +168 +119%
IA
2036
IndexIQ Advisors
New York
$91K +$86.3K +306 New
AAM
2037
Ardevora Asset Management
United Kingdom
$90K – – –
CCMW
2038
Cypress Capital Management (Wyoming)
Wyoming
$90K – – –
HCM
2039
Highlander Capital Management
New Jersey
$90K – – –
BCM
2040
Blume Capital Management
California
$89K -$7.05K -25 -8%
KFS
2041
Kelly Financial Services
Massachusetts
$87.1K – – –
CAL
2042
Capital Advisors Ltd
Ohio
$87K – – –
IBOK
2043
Independence Bank of Kentucky
Kentucky
$85K – – –
GWMIA
2044
Global Wealth Management Investment Advisory
Florida
$80K +$51.9K +184 +216%
KIG
2045
Kessler Investment Group
Indiana
$79K +$1.69K +6 +2%
NC
2046
NewSquare Capital
Pennsylvania
$79K +$73.3K +260 +4,333%
SWM
2047
Sugarloaf Wealth Management
Georgia
$79K +$74.4K +264 New
AWM
2048
AllSquare Wealth Management
New York
$76K -$6.2K -22 -8%
ST
2049
Sageworth Trust
Pennsylvania
$75K – – –
AA
2050
Argent Advisors
Louisiana
$75K +$69.1K +245 New