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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2026
Altavista Wealth Management
North Carolina
$213K +$3.91K +24 +2%
HWA
2027
Heritage Wealth Advisors
Virginia
$212K – – –
AI
2028
Accredited Investors
Minnesota
$211K +$21.5K +132 +10%
CC
2029
Callan Capital
California
$210K -$58.4K -358 -20%
PSP
2030
Principal Street Partners
Tennessee
$210K +$235K +1,443 New
ISWM
2031
Independent Solutions Wealth Management
New York
$210K – – –
HFP
2032
Holistic Financial Partners
Indiana
$207K -$27.9K -171 -11%
BFS
2033
Bickling Financial Services
Massachusetts
$207K -$2.45K -15 -1%
WAOI
2034
Wealth Advisors of Iowa
Iowa
$207K – – –
WAG
2035
Winthrop Advisory Group
Massachusetts
$206K -$2.94K -18 -1%
ATIA
2036
American Trust Investment Advisors
New Hampshire
$206K – – –
RIG
2037
Roosevelt Investment Group
New York
$206K – – –
GI
2038
Gradient Investments
Minnesota
$206K +$489 +3 +0.2%
PS
2039
Portfolio Strategies
New York
$205K -$2.94K -18 -1%
JFA
2040
Johanson Financial Advisors
California
$205K -$489 -3 -0.2%
BA
2041
Ballast Advisors
Minnesota
$205K – – –
ZIC
2042
ZWJ Investment Counsel
Georgia
$205K +$1.79K +11 +0.8%
NC
2043
NinePointTwo Capital
California
$204K – – –
BC
2044
Blackhill Capital
New Jersey
$203K – – –
FCIM
2045
Fairview Capital Investment Management
California
$203K – – –
PA
2046
Parkside Advisors
California
$203K – – –
RCA
2047
Ranch Capital Advisors
Florida
$203K +$12.6K +77 +6%
SHGA
2048
Sand Hill Global Advisors
California
$202K -$116K -712 -34%
IGGA
2049
Iron Gate Global Advisors
Utah
$202K -$2.28K -14 -1%
BCP
2050
Blue Chip Partners
Michigan
$201K -$8.32K -51 -4%
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