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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2026
Janiczek Wealth Management
Colorado
$631K +$309K +771 +94%
MWAM
2027
Manhattan West Asset Management
California
$631K +$660K +1,644 New
MIM
2028
Moseley Investment Management
Florida
$626K – – –
BMC
2029
Beaton Management Company
Massachusetts
$626K +$4.01K +10 +0.6%
BIM
2030
Baldwin Investment Management
Pennsylvania
$625K +$10K +25 +2%
AWAP
2031
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$624K -$14K -35 -2%
BRC
2032
Bishop Rock Capital
New York
$623K -$1.24M -3,087 -66%
MAM
2033
Madison Asset Management
Wisconsin
$622K – – –
RAM
2034
Readystate Asset Management
Illinois
$622K +$630K +1,570 New
CCA
2035
Cottonwood Capital Advisors
Utah
$619K +$94.3K +235 +18%
DCM
2036
Driehaus Capital Management
Illinois
$618K -$25.7K -64 -4%
MA
2037
MJP Associates
Connecticut
$618K +$15.3K +38 +2%
MSA
2038
Marino Stram & Associates
Massachusetts
$615K +$13.2K +33 +2%
SVWAG
2039
Sound View Wealth Advisors Group
Georgia
$612K +$126K +313 +25%
CCA
2040
Catalyst Capital Advisors
New York
$608K +$295K +735 +92%
QFA
2041
Quantum Financial Advisors
California
$607K -$12.4K -31 -2%
GA
2042
Goldstein Advisors
Wisconsin
$607K -$6.42K -16 -1%
HIM
2043
Hillsdale Investment Management
Ontario, Canada
$606K +$321K +800 +109%
SC
2044
Sonen Capital
California
$603K -$43.8K -109 -7%
SIMG
2045
Sonora Investment Management Group
Arizona
$603K +$8.03K +20 +1%
MCC
2046
Money Concepts Capital
Florida
$603K +$8.03K +20 +1%
AFPL
2047
Advus Financial Partners, LLC
Florida
$601K +$17.3K +43 +3%
KWM
2048
Kolinsky Wealth Management
New Jersey
$598K +$45K +112 +8%
CB
2049
CNB Bank
Pennsylvania
$596K -$11.6K -29 -2%
PHAM
2050
Palisades Hudson Asset Management
Florida
$596K – – –
80 81
82
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