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Name Holding Trade Value Shares
Change 		Change in
Stake
CDH
2026
Charles D. Hyman
$436K -$132K -1,121 -24%
CFP
2027
Catalyst Financial Partners
Massachusetts
$435K +$424K +3,612 New
AHC
2028
Adell Harriman & Carpenter
Texas
$435K -$482K -4,104 -53%
PA
2029
Perennial Advisors
New York
$434K -$3.01M -25,646 -88%
WP
2030
Westmount Partners
California
$434K +$423K +3,603 New
HT
2031
HighTower Trust
Texas
$433K -$5.2M -44,325 -92%
EFM
2032
Eley Financial Management
Vermont
$432K +$421K +3,587 New
GBT
2033
Grove Bank & Trust
Florida
$431K -$1.26M -10,767 -75%
PFWA
2034
Paces Ferry Wealth Advisors
Georgia
$430K -$499K -4,248 -54%
ACP
2035
Aveo Capital Partners
Colorado
$427K +$117K +995 +39%
FWS
2036
FinDec Wealth Services
California
$426K +$416K +3,544 New
DA
2037
Dover Advisors
Virginia
$426K +$416K +3,541 New
PBO
2038
Peoples Bank (Ohio)
Ohio
$426K -$48.6K -414 -10%
SGI
2039
Summit Global Investments
Utah
$425K +$87.7K +747 +27%
LWM
2040
Lodestone Wealth Management
Washington
$425K +$415K +3,531 New
CGA
2041
Crescent Grove Advisors
Illinois
$424K +$25.2K +215 +6%
GIM
2042
Grassi Investment Management
California
$424K -$376K -3,200 -48%
WFAG
2043
Wescott Financial Advisory Group
Pennsylvania
$424K +$83.5K +711 +25%
JC
2044
JB Capital
Connecticut
$423K +$10.5K +89 +3%
TW
2045
Towerpoint Wealth
California
$423K +$30.8K +262 +8%
FWM
2046
Fortress Wealth Management
California
$422K – – –
CC
2047
Cannell & Co
New York
$421K -$129K -1,099 -24%
EGA
2048
Eagle Global Advisors
Texas
$419K -$15M -127,468 -97%
BCPWM
2049
Bradley & Co Private Wealth Management
Florida
$419K -$15.9K -135 -4%
OWA
2050
One Wealth Advisors
California
$418K -$680K -5,794 -63%
80 81
82
83 84