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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
2026
Magellan Asset Management
Australia
$27K
LWA
2027
Lenox Wealth Advisors
New York
$27K +$252 +8 +1%
IF
2028
Ironwood Financial
Arizona
$25K
RIA
2029
RPG Investment Advisory
California
$23K +$22.6K +718 New
WCM
2030
Wealthcare Capital Management
Virginia
$22K -$946 -30 -4%
CWM
2031
Cedar Wealth Management
California
$22K
BCI
2032
Brinker Capital Investments
Pennsylvania
$17K -$8.58K -272 -34%
FMA
2033
FNY Managed Accounts
New York
$15K -$1.1K -35 -7%
LBG
2034
Lloyds Banking Group
United Kingdom
$14K
LWA
2035
Lowe Wealth Advisors
Maryland
$13K -$4.1K -130 -24%
BCFS
2036
Butensky & Cohen Financial Security
Florida
$13K
CFG
2037
CKW Financial Group
Hawaii
$13K
IR
2038
Invictus RG
Bermuda
$12K -$2.49K -79 -17%
PRS
2039
Pinkerton Retirement Specialists
Idaho
$11K +$9.96K +316 +1,505%
SAM
2040
Solaris Asset Management
New York
$10K
SCA
2041
Stuart Chaussee & Associates
California
$9K +$4.16K +132 +89%
MIM
2042
Macroview Investment Management
Maryland
$8K
UWPG
2043
Ullmann Wealth Partners Group
Florida
$7K -$16.9K -535 -68%
PO
2044
Private Ocean
California
$7K
HWP
2045
Hefty Wealth Partners
Indiana
$6K -$1.71M -54,145 -100%
TCM
2046
TD Capital Management
Tennessee
$6K
HCM
2047
Horrell Capital Management
Arkansas
$5K
SA
2048
SRH Advisors
Kansas
$4K
SGAM
2049
Smith Group Asset Management
Texas
$3K -$4K -127 -61%
AFIA
2050
America First Investment Advisors
Nebraska
$3K