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Name Holding Trade Value Shares
Change
Change in
Stake
WTA
2026
Washington Trust Advisors
Massachusetts
$751K +$9.88K +120 +1%
IFWM
2027
Institute for Wealth Management
Colorado
$749K -$32.5K -394 -4%
ONST
2028
Old North State Trust
North Carolina
$749K -$52.4K -636 -7%
SFC
2029
SYM Financial Corp
Indiana
$749K +$67.7K +822 +10%
FC
2030
Financial Consulate
Maryland
$744K +$730K +8,867 New
MCM
2031
Maple Capital Management
Vermont
$744K -$121K -1,475 -14%
AIM
2032
Aigen Investment Management
New York
$744K +$730K +8,860 New
CTA
2033
Colonial Trust Advisors
South Carolina
$743K +$2.96K +36 +0.4%
CST
2034
Charles Schwab Trust
Nevada
$742K +$31.8K +386 +5%
CLA
2035
Carnegie Lake Advisors
New Jersey
$741K
OWP
2036
Obermeyer Wealth Partners
Colorado
$741K -$87.1K -1,057 -11%
VCP
2037
Verus Capital Partners
Arizona
$741K +$85.5K +1,038 +13%
FBFS
2038
First Business Financial Services
Wisconsin
$741K -$18.7K -227 -3%
HTI
2039
Hikari Tsushin Inc
Japan
$740K
MAWCM
2040
Mine & Arao Wealth Creation & Management
California
$738K +$412 +5 +0.1%
MCCA
2041
Mill Creek Capital Advisors
Pennsylvania
$738K +$39.9K +484 +6%
MMCM
2042
Murphy & Mullick Capital Management
New York
$737K +$43.8K +532 +6%
SB
2043
Strategic Blueprint
Georgia
$737K +$24.9K +302 +4%
CWP
2044
CFM Wealth Partners
Texas
$736K -$139K -1,687 -16%
BONH
2045
Bank of New Hampshire
New Hampshire
$735K -$77.4K -940 -10%
PCM
2046
Perkins Capital Management
Minnesota
$734K
RBFC
2047
Roman Butler Fullerton & Co
Missouri
$734K -$9.22K -112 -1%
CCFM
2048
Clear Creek Financial Management
Washington
$732K +$96.2K +1,168 +15%
PI
2049
Pettee Investors
Connecticut
$732K -$4.45K -54 -0.6%
PGF
2050
Plan Group Financial
Oklahoma
$731K -$117K -1,418 -14%