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Name Holding Trade Value Shares
Change
Change in
Stake
I2I
2026
Insight 2811 Inc
Illinois
$1.05M -$14.1K -124 -1%
WP
2027
WealthPLAN Partners
Nebraska
$1.05M -$75.2K -662 -7%
MCM
2028
MV Capital Management
Maryland
$1.05M +$8.97K +79 +0.9%
AF
2029
Arrow Financial
New York
$1.05M -$67.7K -596 -6%
IIA
2030
IPG Investment Advisors
California
$1.05M +$590K +5,196 +134%
OL
2031
Optas LLC
Texas
$1.05M +$28.3K +249 +3%
AWA
2032
Aaron Wealth Advisors
Illinois
$1.05M +$128K +1,125 +14%
AAM
2033
AMI Asset Management
California
$1.04M +$4.32K +38 +0.4%
Focus Partners Advisor Solutions
2034
Focus Partners Advisor Solutions
Missouri
$1.04M +$324K +2,851 +46%
Gratus Capital
2035
Gratus Capital
Georgia
$1.04M -$59.2K -521 -5%
FMTC
2036
Farmers & Merchants Trust Company
California
$1.04M +$244K +2,149 +31%
IPW
2037
Impact Partnership Wealth
Georgia
$1.04M +$1.02M +8,999 New
PWAM
2038
Pinnacle West Asset Management
Wyoming
$1.03M -$11.4K -100 -1%
TIA
2039
Tiemann Investment Advisors
California
$1.03M -$17K -150 -2%
OFG
2040
Oxford Financial Group
Indiana
$1.03M +$266K +2,339 +35%
GCMG
2041
Gyroscope Capital Management Group
Florida
$1.03M -$186K -1,635 -15%
MHS
2042
M Holdings Securities
Oregon
$1.03M -$2.08M -18,314 -67%
NIC
2043
Northwest Investment Counselors
Oregon
$1.03M -$5.68K -50 -0.6%
CG
2044
Clarus Group
Texas
$1.02M +$395K +3,480 +65%
AWMG
2045
Alliance Wealth Management Group
New Jersey
$1.02M +$4.09K +36 +0.4%
TCM
2046
Towercrest Capital Management
Pennsylvania
$1.02M +$4.09K +36 +0.4%
JWBC
2047
J.W. Burns & Co
New York
$1.02M -$22.5K -198 -2%
PFT
2048
Providence First Trust
Arizona
$1.02M +$1M +8,845 New
CIM
2049
CIM Investment Management
Pennsylvania
$1.02M +$2.27K +20 +0.2%
Summit Financial
2050
Summit Financial
New Jersey
$1.02M +$358K +3,155 +56%