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Name Holding Trade Value Shares
Change
Change in
Stake
FC
2026
Financial Consulate
Maryland
$804K -$35.8K -404 -4%
AWMG
2027
Alliance Wealth Management Group
New Jersey
$803K
TCM
2028
Towercrest Capital Management
Pennsylvania
$803K
AFC
2029
AFT Forsyth & Company
Florida
$803K +$59.8K +675 +8%
FC
2030
FORA Capital
Florida
$801K -$208K -2,346 -21%
WIA
2031
Westbourne Investment Advisors
Maryland
$801K -$2.22K -25 -0.3%
Fiera Capital (Canada)
2032
Fiera Capital (Canada)
Quebec, Canada
$800K -$351K -3,963 -31%
OCG
2033
Opus Capital Group
Ohio
$799K -$12.5K -141 -2%
VEA
2034
Virtus ETF Advisers
New York
$796K +$774K +8,729 New
FFIC
2035
First Fiduciary Investment Counsel
Ohio
$795K
BFA
2036
BMS Financial Advisors
South Dakota
$794K +$65.7K +741 +9%
RI
2037
Ridgewood Investments
New Jersey
$793K -$48.2K -544 -6%
ARMT
2038
Amica Retiree Medical Trust
Rhode Island
$792K -$124K -1,396 -14%
EA
2039
Emerald Advisors
Washington
$789K -$101K -1,143 -12%
EWM
2040
Endurance Wealth Management
Rhode Island
$785K -$1.33K -15 -0.2%
AIM
2041
Athena Investment Management
California
$784K +$96.1K +1,084 +14%
SAA
2042
Southeast Asset Advisors
Georgia
$780K +$709 +8 +0.1%
FDCC
2043
Foster Dykema Cabot & Co
Massachusetts
$779K
LD
2044
Lipe & Dalton
New York
$777K +$266K +3,000 +54%
AIP
2045
Almanack Investment Partners
Pennsylvania
$775K +$4.79K +54 +0.6%
JF
2046
Jump Financial
Illinois
$773K +$400K +4,516 +114%
WH
2047
Willner & Heller
California
$772K -$21.3K -240 -3%
SWA
2048
SOA Wealth Advisors
New York
$771K -$42.4K -478 -5%
SXL
2049
Summit X LLC
Missouri
$770K -$45.2K -510 -6%
RFA
2050
RTD Financial Advisors
Pennsylvania
$770K -$13K -147 -2%