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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
2026
Aspen Investment Management
Michigan
$419K -$7.91K -105 -2%
ACM
2027
Armbruster Capital Management
New York
$419K +$26.5K +352 +7%
AIFAIM
2028
American Institute for Advanced Investment Management
Arizona
$419K +$145K +1,923 +51%
AF
2029
Aldebaran Financial
$418K -$453K -6,017 -51%
HEIP
2030
Hudson Edge Investment Partners
New Jersey
$418K
RBC
2031
Roble Belko & Company
Pennsylvania
$415K +$31.8K +423 +8%
AWM
2032
Alterna Wealth Management
Texas
$415K +$139K +1,842 +49%
OFG
2033
Oxford Financial Group
Indiana
$414K -$3.24K -43 -0.8%
RWA
2034
River Wealth Advisors
Pennsylvania
$413K +$9.48K +126 +2%
PCA
2035
Peddock Capital Advisors
Massachusetts
$413K +$198K +2,627 +88%
NCM
2036
Northside Capital Management
Oregon
$413K +$421K +5,594 New
SIMM
2037
Stillwater Investment Management (Minnesota)
Minnesota
$412K +$3.16K +42 +0.8%
JLBC
2038
J.L. Bainbridge & Co
Florida
$411K -$6.25K -83 -1%
SCM
2039
Snow Capital Management
Pennsylvania
$410K
CCM
2040
Carlson Capital Management
Minnesota
$410K +$67.9K +902 +19%
ERIM
2041
Eagle Ridge Investment Management
Connecticut
$408K -$11.4K -151 -3%
CAM
2042
Close Asset Management
United Kingdom
$405K -$229K -3,039 -36%
ATWA
2043
Arbor Trust Wealth Advisors
Michigan
$405K +$76.9K +1,022 +23%
SFG
2044
StrategIQ Financial Group
Indiana
$404K +$18.6K +247 +5%
LC
2045
Lindbrook Capital
California
$403K +$24.5K +326 +6%
IWA
2046
Intercontinental Wealth Advisors
Texas
$403K +$154K +2,047 +60%
ESBC
2047
E.S. Barr & Co
Kentucky
$402K
SAM
2048
Shikiar Asset Management
New York
$402K
CC
2049
Cedar Capital
Illinois
$401K -$27K -358 -6%
GP
2050
Greenline Partners
New York
$400K -$1.7M -22,648 -81%