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Name Holding Trade Value Shares
Change
Change in
Stake
JSL
2026
JT Stratford LLC
Georgia
$503K -$225K -2,873 -31%
AWA
2027
Arkadios Wealth Advisors
Georgia
$503K +$3.52K +45 +0.7%
LWPC
2028
Legacy Wealth Partners (California)
California
$498K -$45K -575 -8%
SW
2029
SlateStone Wealth
Florida
$498K -$30.4K -388 -6%
ACH
2030
ArrowMark Colorado Holdings
Colorado
$498K
BDWM
2031
Brewin Dolphin Wealth Management
Ireland
$498K
OBGC
2032
O'Brien Greene & Co
Pennsylvania
$497K
CCM
2033
Cohen Capital Management
California
$495K
SRC
2034
Stone Run Capital
New York
$495K
SF
2035
Symphony Financial
Texas
$495K +$19.2K +245 +4%
CA
2036
Cortland Associates
Missouri
$494K -$7.91K -101 -2%
EA
2037
Emerald Advisors
Washington
$494K +$15.4K +197 +3%
MCM
2038
MV Capital Management
Maryland
$493K +$102K +1,305 +27%
SS
2039
Sunbelt Securities
Texas
$492K +$15.6K +199 +3%
MWA
2040
Moser Wealth Advisors
Washington
$491K +$197K +2,521 +69%
MCA
2041
Magnolia Capital Advisors
Mississippi
$490K +$12K +153 +3%
GFS
2042
GYL Financial Synergies
Connecticut
$488K +$147K +1,875 +44%
LA
2043
Legacy Advisors
Pennsylvania
$486K +$12.4K +158 +3%
LA
2044
LVW Advisors
New York
$486K +$13.9K +177 +3%
EAM
2045
Evanson Asset Management
California
$485K +$54.8K +699 +13%
ZAM
2046
Zevin Asset Management
Massachusetts
$485K +$65.6K +838 +16%
WAM
2047
Weatherly Asset Management
California
$484K -$5.41K -69 -1%
HBT
2048
Hills Bank & Trust
Iowa
$483K -$21.1K -270 -4%
SW
2049
SteelPeak Wealth
California
$483K +$71.5K +913 +18%
PSC
2050
Prentiss Smith & Co
Vermont
$481K +$11.9K +152 +3%