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Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
2026
Strategic Wealth Partners
Ohio
$839K +$116K +554 +18%
VWA
2027
Visionary Wealth Advisors
Illinois
$837K +$30.3K +145 +4%
CWM
2028
Chronos Wealth Management
Florida
$832K -$62.6K -300 -8%
AI
2029
Accredited Investors
Minnesota
$828K +$18.2K +87 +2%
VCM
2030
Verde Capital Management
Michigan
$826K -$33.6K -161 -4%
TL
2031
TrueWealth LLC
Georgia
$824K -$209 -1 -0%
PCM
2032
Pointe Capital Management
Michigan
$820K – – –
KAM
2033
Karani Asset Management
New York
$813K -$137K -657 -16%
PSC
2034
Prentiss Smith & Co
Vermont
$813K – – –
MBT
2035
Montecito Bank & Trust
California
$811K -$216K -1,033 -22%
SBH
2036
Segall Bryant & Hamill
Illinois
$810K -$26.7K -128 -3%
BWM
2037
BerganKDV Wealth Management
Minnesota
$810K -$10K -48 -1%
IP
2038
Interval Partners
New York
$809K +$744K +3,562 New
DCM
2039
Davis Capital Management
Florida
$808K +$29.6K +142 +4%
TSWM
2040
Triangle Securities Wealth Management
North Carolina
$808K +$134K +640 +22%
IF
2041
Intrua Financial
Texas
$800K +$639K +3,060 New
BWM
2042
BigSur Wealth Management
Florida
$795K -$188K -900 -20%
TI
2043
tru Independence
Oregon
$795K -$67.9K -325 -8%
AL
2044
Arnhold LLC
New York
$795K – – –
BDF
2045
Black Diamond Financial
Maryland
$794K -$1.64M -7,834 -69%
JDR
2046
Jay D. Rosenbaum
$781K +$4.18K +20 +0.6%
HCM
2047
Hilton Capital Management
New York
$780K -$68.9K -330 -9%
LMAM
2048
Legg Mason Asset Management
Japan
$774K +$121K +578 +20%
WSC
2049
Wellington Shields & Co
New York
$771K -$66.8K -320 -9%
AIM
2050
Acropolis Investment Management
Missouri
$770K +$76.2K +365 +12%
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