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Name Holding Trade Value Shares
Change
Change in
Stake
WP
2026
WealthPLAN Partners
Nebraska
$1.05M -$75.2K -662 -7%
MCM
2027
MV Capital Management
Maryland
$1.05M +$8.97K +79 +0.9%
AF
2028
Arrow Financial
New York
$1.05M -$67.7K -596 -6%
IIA
2029
IPG Investment Advisors
California
$1.05M +$590K +5,196 +134%
OL
2030
Optas LLC
Texas
$1.05M +$28.3K +249 +3%
AWA
2031
Aaron Wealth Advisors
Illinois
$1.05M +$128K +1,125 +14%
AAM
2032
AMI Asset Management
California
$1.04M +$4.32K +38 +0.4%
FPAS
2033
Focus Partners Advisor Solutions
Missouri
$1.04M +$324K +2,851 +46%
GC
2034
Gratus Capital
Georgia
$1.04M -$59.2K -521 -5%
FMTC
2035
Farmers & Merchants Trust Company
California
$1.04M +$244K +2,149 +31%
IPW
2036
Impact Partnership Wealth
Georgia
$1.04M +$1.02M +8,999 New
PWAM
2037
Pinnacle West Asset Management
Wyoming
$1.03M -$11.4K -100 -1%
TIA
2038
Tiemann Investment Advisors
California
$1.03M -$17K -150 -2%
OFG
2039
Oxford Financial Group
Indiana
$1.03M +$266K +2,339 +35%
GCMG
2040
Gyroscope Capital Management Group
Florida
$1.03M -$186K -1,635 -15%
MHS
2041
M Holdings Securities
Oregon
$1.03M -$2.08M -18,314 -67%
NIC
2042
Northwest Investment Counselors
Oregon
$1.03M -$5.68K -50 -0.6%
CG
2043
Clarus Group
Texas
$1.02M +$395K +3,480 +65%
AWMG
2044
Alliance Wealth Management Group
New Jersey
$1.02M +$4.09K +36 +0.4%
TCM
2045
Towercrest Capital Management
Pennsylvania
$1.02M +$4.09K +36 +0.4%
JWBC
2046
J.W. Burns & Co
New York
$1.02M -$22.5K -198 -2%
PFT
2047
Providence First Trust
Arizona
$1.02M +$1M +8,845 New
CIM
2048
CIM Investment Management
Pennsylvania
$1.02M +$2.27K +20 +0.2%
SF
2049
Summit Financial
New Jersey
$1.02M +$358K +3,155 +56%
AFC
2050
AFT Forsyth & Company
Florida
$1.01M -$53.9K -475 -5%