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Name Holding Trade Value Shares
Change 		Change in
Stake
FL
2026
Fort LP
Maryland
$215K +$39.8K +391 +21%
CIA
2027
Compass Ion Advisors
Pennsylvania
$215K +$2.03K +20 +0.9%
ACM
2028
Advance Capital Management
Michigan
$214K -$3.05K -30 -1%
VNA
2029
Valley National Advisers
Pennsylvania
$213K +$56.5K +555 +32%
BFA
2030
Bill Few Associates
Pennsylvania
$213K – – –
BMWM
2031
Brown Miller Wealth Management
Virginia
$212K +$1.42K +14 +0.6%
GCM
2032
Greenland Capital Management
New York
$212K +$230K +2,260 New
AWM
2033
Aprio Wealth Management
Georgia
$212K +$36.6K +360 +19%
GLA
2034
Good Life Advisors
Pennsylvania
$212K +$229K +2,255 New
ODG
2035
O'Dell Group
Ohio
$211K +$203 +2 +0.1%
LWM
2036
Lodestone Wealth Management
Washington
$211K +$12K +118 +6%
WPC
2037
White Pine Capital
Minnesota
$211K – – –
AT
2038
Arvest Trust
Oklahoma
$211K -$99.4K -977 -30%
CIP
2039
Convergence Investment Partners
Florida
$211K +$1.53K +15 +0.7%
AIS
2040
American Investment Services
Massachusetts
$211K +$814 +8 +0.4%
GA
2041
Goldstein Advisors
Wisconsin
$211K -$11.3K -111 -5%
HCP
2042
Hexagon Capital Partners
Arkansas
$210K +$8.34K +82 +4%
CC
2043
Cipher Capital
New York
$210K -$616K -6,056 -73%
CCG
2044
Catalina Capital Group
California
$209K +$227K +2,228 New
CA
2045
CoreCap Advisors
Michigan
$209K -$118K -1,157 -34%
1WA
2046
180 Wealth Advisors
Washington
$209K -$916 -9 -0.4%
BWM
2047
Blossom Wealth Management
California
$207K +$11.2K +110 +5%
TSW
2048
Thompson Siegel & Walmsley
Virginia
$207K -$16.4K -161 -7%
AIM
2049
Anchor Investment Management
South Carolina
$207K +$18.3K +180 +9%
MWPCG
2050
Measured Wealth Private Client Group
New Hampshire
$206K – – –
80 81
82
83 84