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Name Holding Trade Value Shares
Change
Change in
Stake
LA
2026
LVW Advisors
New York
$1.04M +$274K +2,653 +34%
MMHP
2027
Murphy Middleton Hinkle & Parker
Georgia
$1.04M -$36.6K -355 -3%
BCP
2028
Berkeley Capital Partners
Georgia
$1.04M -$747K -7,247 -41%
ACM
2029
Argent Capital Management
Missouri
$1.04M
CBA
2030
Coastal Bridge Advisors
Connecticut
$1.04M +$71.1K +690 +7%
PWA
2031
Providence Wealth Advisors
Illinois
$1.04M -$6.8K -66 -0.6%
UAG
2032
United Advisor Group
Ohio
$1.04M +$268K +2,600 +33%
HB
2033
Horizon Bancorp
Indiana
$1.04M +$1.02M +9,938 +2,088%
PPG
2034
Peak Planning Group
Colorado
$1.04M -$247K -2,393 -19%
FCAS
2035
First Command Advisory Services
Texas
$1.03M -$56.5K -548 -5%
RWP
2036
Ridgecrest Wealth Partners
California
$1.03M -$130K -1,261 -11%
THCM
2037
Taylor Hoffman Capital Management
Virginia
$1.03M +$75.9K +736 +8%
PPP
2038
Private Portfolio Partners
New Jersey
$1.03M +$597K +5,790 +127%
RWM
2039
RKL Wealth Management
Pennsylvania
$1.03M
NED
2040
Nancy E. Dempze
$1.03M
APW
2041
Aurora Private Wealth
New Jersey
$1.03M -$26.5K -257 -2%
HWP
2042
Highline Wealth Partners
California
$1.03M -$2.68K -26 -0.3%
NME
2043
Notis-McConarty Edward
$1.03M
GFA
2044
Gallagher Fiduciary Advisors
Illinois
$1.03M +$361K +3,500 +51%
FWC
2045
First Washington Corp
Washington
$1.03M -$15.7K -152 -1%
AF
2046
Alerus Financial
North Dakota
$1.03M -$4.29M -41,592 -80%
CCG
2047
Catalina Capital Group
California
$1.03M +$69.9K +678 +7%
FPCP
2048
Fort Point Capital Partners
California
$1.03M +$115K +1,116 +12%
CMP
2049
Coston McIsaac & Partners
Maine
$1.02M +$515 +5 +0%
FPF
2050
First Pacific Financial
Washington
$1.02M -$206 -2 -0%