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Name Holding Trade Value Shares
Change 		Change in
Stake
LI
2026
LRI Investments
Florida
$4.06M -$31.1K -53 -0.2%
GCM
2027
Glynn Capital Management
California
$4.05M +$4.7K +8 +0.1%
MFA
2028
Mayflower Financial Advisors
Massachusetts
$4.05M +$61K +104 +2%
AA
2029
Advisory Alpha
Michigan
$4.05M +$497K +847 +14%
FFG
2030
Fortem Financial Group
California
$4.05M +$121K +206 +3%
LFG
2031
Larson Financial Group
Missouri
$4.05M -$1.28M -2,173 -24%
MA
2032
MONECO Advisors
Connecticut
$4.04M +$644K +1,097 +19%
FI
2033
Finivi Inc
Massachusetts
$4.03M -$134K -228 -3%
AT
2034
American Trust
Kentucky
$4.03M -$28.8K -49 -0.7%
NB
2035
Nicolet Bankshares
Wisconsin
$4.02M +$39.9K +68 +1%
PCTC
2036
Perkins Coie Trust Company
Washington
$4.02M +$1.76K +3 +0%
CCM
2037
Conway Capital Management
California
$4.02M +$670K +1,142 +20%
KTM
2038
Keeler Thomas Management
Utah
$4.01M -$218K -372 -5%
WWM
2039
WT Wealth Management
Arizona
$4.01M +$240K +409 +6%
WCA
2040
Westover Capital Advisors
Delaware
$4M +$245K +417 +7%
AWA
2041
Alta Wealth Advisors
Massachusetts
$4M +$11.7K +20 +0.3%
OIA
2042
Optimum Investment Advisors
Illinois
$3.99M +$141K +240 +4%
AFA
2043
Antonelli Financial Advisors
Michigan
$3.97M +$3.98M +6,784 New
RZH
2044
Relyea Zuckerberg Hanson
Connecticut
$3.96M +$390K +664 +11%
DWM
2045
Destination Wealth Management
California
$3.96M +$702K +1,196 +21%
SWP
2046
Strategic Wealth Partners
Ohio
$3.95M +$1.57M +2,678 +97%
B
2047
Bellecapital
Switzerland
$3.95M +$281K +479 +8%
WFI
2048
West Family Investments
California
$3.95M -$59.3K -101 -1%
SAF
2049
Smith Anglin Financial
Texas
$3.94M -$104K -177 -3%
TCPG
2050
Trivant Custom Portfolio Group
California
$3.94M -$91.6K -156 -2%
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