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Name Holding Trade Value Shares
Change
Change in
Stake
EH
2026
Employers Holdings
Nevada
$264K -$73.2K -225 -22%
JWBC
2027
J.W. Burns & Co
New York
$263K – – –
WOSD
2028
WFA of San Diego
California
$262K -$1.5M -4,599 -86%
GWM
2029
Greenwich Wealth Management
Connecticut
$262K -$6.83K -21 -3%
BMC
2030
Benin Management Corp
Connecticut
$262K – – –
PWAP
2031
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$261K -$45.5K -140 -15%
FA
2032
Fortis Advisors
Pennsylvania
$261K – – –
FAT
2033
First American Trust
California
$261K +$8.45K +26 +3%
PC
2034
Permanens Capital
New York
$261K +$121K +372 +93%
IAM
2035
Iridian Asset Management
Connecticut
$260K +$250K +769 New
Jones Financial Companies
2036
Jones Financial Companies
Missouri
$260K +$250K +769 New
FFC
2037
First Financial Corp
Indiana
$259K – – –
LFA
2038
Lighthouse Financial Advisors
Maryland
$258K +$325 +1 +0.1%
TA
2039
Trellis Advisors
Washington
$257K +$3.9K +12 +2%
FFG
2040
Frisch Financial Group
New York
$257K +$11.7K +36 +5%
BCP
2041
Berkeley Capital Partners
Georgia
$257K +$247K +761 New
PAA
2042
Peregrine Asset Advisers
Oregon
$255K – – –
VRM
2043
Vectors Research Management
New York
$254K -$142K -436 -37%
FPC
2044
Falcon Point Capital
California
$254K -$32.5K -100 -12%
BAM
2045
Bellevue Asset Management
Washington
$254K – – –
CPC
2046
Congress Park Capital
New York
$254K – – –
PHS
2047
Pekin Hardy Strauss
Illinois
$254K – – –
EIA
2048
Edgemoor Investment Advisors
Maryland
$253K +$5.53K +17 +2%
FP
2049
Financial Perspectives
Minnesota
$252K +$86.8K +267 +56%
TIA
2050
Tiemann Investment Advisors
California
$251K -$3.25K -10 -1%