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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
2026
Aspen Investment Management
Michigan
$242K
TC
2027
Tacita Capital
Ontario, Canada
$241K
ACA
2028
Affinity Capital Advisors
California
$241K +$36.5K +245 +18%
GWSG
2029
GPS Wealth Strategies Group
Colorado
$240K -$91.8K -616 -28%
LFA
2030
Lauterbach Financial Advisors
Texas
$240K +$241K +1,615 New
WRM
2031
Weybosset Research & Management
Rhode Island
$239K -$8.94K -60 -4%
SWM
2032
Segment Wealth Management
Texas
$239K
SWM
2033
Selective Wealth Management
Virginia
$239K
1WA
2034
180 Wealth Advisors
Washington
$239K +$5.96K +40 +2%
BCM
2035
Brooktree Capital Management
Michigan
$238K -$75.4K -506 -24%
SFG
2036
Snider Financial Group
Washington
$238K
SCM
2037
SOL Capital Management
Maryland
$237K
CCB
2038
Cutter & Co Brokerage
Missouri
$236K +$298 +2 +0.1%
MWA
2039
MFA Wealth Advisors
Pennsylvania
$235K -$59.7K -401 -20%
DWM
2040
Destination Wealth Management
California
$235K -$9.09K -61 -4%
GF
2041
Gabelli Funds
New York
$235K -$2.68K -18 -1%
MCG
2042
McCollum Christoferson Group
New York
$235K
NPT
2043
Nixon Peabody Trust
Massachusetts
$235K +$236K +1,582 New
SAM
2044
Silphium Asset Management
United Kingdom
$234K -$216K -1,447 -48%
TFA
2045
Trinity Financial Advisors
Ohio
$234K
TA
2046
TFG Advisers
Michigan
$234K +$596 +4 +0.3%
RCG
2047
Resource Consulting Group
Florida
$233K +$233K +1,566 New
CS
2048
Capital Square
Tennessee
$232K -$213K -1,432 -48%
OCM
2049
One Capital Management
California
$232K -$117K -783 -33%
AL
2050
ADE LLC
Maryland
$232K