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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
2026
Morton Capital Management
California
$224K
MAM
2027
McLean Asset Management
Virginia
$224K -$819 -7 -0.3%
HZ
2028
Hixon Zuercher
Ohio
$224K
DAM
2029
Doheny Asset Management
California
$223K
PP
2030
PrairieView Partners
Minnesota
$223K
AT
2031
Avalon Trust
New Mexico
$221K
VWA
2032
V Wealth Advisors
Kansas
$221K -$636K -5,434 -73%
NJBEST
2033
New Jersey Better Educational Savings Trust
New Jersey
$221K
VCM
2034
Versant Capital Management
Arizona
$221K -$585 -5 -0.2%
VW
2035
Vantage Wealth
California
$221K
WGAM
2036
Wilkinson Global Asset Management
New York
$221K
GCIA
2037
Gabelli & Co Investment Advisers
New York
$221K +$234K +2,000 New
PCG
2038
Prosperity Consulting Group
Maryland
$221K -$21.9K -187 -9%
AT
2039
Arden Trust
Delaware
$219K -$479K -4,093 -67%
SMC
2040
Smith, Moore & Co
Missouri
$218K +$27.1K +232 +13%
NRC
2041
New Republic Capital
North Carolina
$218K +$10.8K +92 +5%
AI
2042
Atom Investors
Texas
$218K +$231K +1,971 New
DWP
2043
Destiny Wealth Partners
Florida
$216K
LC
2044
Landaas & Company
Wisconsin
$216K
PD
2045
Planning Directions
Pennsylvania
$216K +$117 +1 +0.1%
CWM
2046
Cornerstone Wealth Management
Missouri
$216K +$3.98K +34 +2%
TFP
2047
Tilia Fiduciary Partners
North Carolina
$215K -$248K -2,123 -52%
EP
2048
EPIQ Partners
Minnesota
$215K +$9.01K +77 +4%
HFM
2049
Hartford Financial Management
Connecticut
$215K
CIA
2050
Compass Ion Advisors
Pennsylvania
$215K +$585 +5 +0.3%