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Name Holding Trade Value Shares
Change
Change in
Stake
FDCC
2026
Foster Dykema Cabot & Co
Massachusetts
$701K +$15.8K +200 +2%
CA
2027
Capitolis Advisors
New York
$698K -$16.3M -206,774 -96%
RWA
2028
Rainsberger Wealth Advisors
Colorado
$696K +$240K +3,050 +56%
AIP
2029
Almanack Investment Partners
Pennsylvania
$694K +$65K +825 +11%
MCM
2030
Magnolia Capital Management
New York
$689K
CFA
2031
Capstone Financial Advisors
Illinois
$689K +$16.7K +212 +3%
HGERS
2032
Householder Group Estate & Retirement Specialist
Arizona
$687K +$14.3K +181 +2%
WAOI
2033
Wealth Advisors of Iowa
Iowa
$684K +$204K +2,590 +45%
FFG
2034
Frisch Financial Group
New York
$683K -$68.5K -869 -9%
SFS
2035
Stiles Financial Services
Minnesota
$683K +$73.2K +929 +13%
AP
2036
Americana Partners
Texas
$683K +$310K +3,934 +80%
I2I
2037
Insight 2811 Inc
Illinois
$681K +$24K +305 +4%
SCA
2038
Southern Capital Advisors
Tennessee
$680K +$3.86K +49 +0.6%
TWP
2039
Tempus Wealth Planning
California
$679K -$36.6K -464 -5%
BCM
2040
Breiter Capital Management
Florida
$676K
ANBT
2041
American National Bank & Trust
Texas
$674K -$84.4K -1,070 -12%
MC
2042
Mathes Company
New York
$674K
IP
2043
Intellectus Partners
California
$671K -$10.4K -132 -2%
BIM
2044
Barton Investment Management
Pennsylvania
$669K
AFC
2045
AFT Forsyth & Company
Florida
$668K
WH
2046
Willner & Heller
California
$667K -$18.1K -229 -3%
AAM
2047
AMI Asset Management
California
$667K +$92.3K +1,171 +17%
STAS
2048
Strong Tower Advisory Services
Minnesota
$666K +$145K +1,841 +29%
GWA
2049
GGM Wealth Advisors
Maryland
$666K +$613K +7,773 New
UAML
2050
US Asset Management LLC
Pennsylvania
$665K