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Name Holding Trade Value Shares
Change 		Change in
Stake
VA
2026
Verdad Advisers
Massachusetts
$294K +$273K +4,840 New
FWM
2027
Finer Wealth Management
Massachusetts
$294K -$16.4K -290 -6%
GBWM
2028
Granite Bay Wealth Management
New Hampshire
$293K +$272K +4,830 New
PA
2029
Perennial Advisors
New York
$293K – – –
AWM
2030
Aries Wealth Management
Maine
$293K – – –
FAG
2031
Fortitude Advisory Group
Washington
$292K -$86.3K -1,530 -24%
MCM
2032
Manchester Capital Management
Vermont
$290K +$76.1K +1,350 +39%
CASC
2033
Coppell Advisory Solutions Corp
Texas
$290K +$270K +4,780 New
RB
2034
Renasant Bank
Mississippi
$290K -$3.38K -60 -1%
PWLP
2035
Prio Wealth Limited Partnership
Massachusetts
$289K +$268K +4,760 New
PPW
2036
Pasadena Private Wealth
California
$289K – – –
ACM
2037
Avalon Capital Management
California
$288K – – –
AT
2038
American Trust
Kentucky
$288K +$267K +4,740 New
ACGA
2039
Atlanta Consulting Group Advisors
Georgia
$288K +$267K +4,740 New
SA
2040
Skyline Advisors
Washington
$287K +$266K +4,720 New
EL
2041
EWA LLC
Pennsylvania
$286K +$29.9K +530 +13%
FFA
2042
Fortune Financial Advisors
Kansas
$286K -$1.69K -30 -0.6%
DLA
2043
Douglas Lane & Associates
New York
$286K -$60.3K -1,070 -19%
AFG
2044
ABLE Financial Group
Arizona
$286K +$266K +4,710 New
SFCL
2045
Strengthening Families & Communities LLC
Massachusetts
$286K -$6.2K -110 -2%
NJBEST
2046
New Jersey Better Educational Savings Trust
New Jersey
$285K – – –
WE
2047
Wealth Effects
Massachusetts
$285K – – –
OLVIG
2048
Oliver Lagore Vanvalin Investment Group
Michigan
$285K -$63.7K -1,130 -19%
MHR
2049
Matthew Hamilton Rosenberg
$284K -$10.1K -180 -4%
MW
2050
MBL Wealth
North Carolina
$282K -$15.8K -280 -6%
80 81
82
83 84