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Name Holding Trade Value Shares
Change
Change in
Stake
TW
2026
Towerpoint Wealth
California
$293K +$17K +441 +7%
PA
2027
PFG Advisors
Arizona
$292K -$6.7K -174 -2%
BII
2028
Bainco International Investors
Massachusetts
$291K +$29K +753 +12%
ACM
2029
Armbruster Capital Management
New York
$290K +$267K +6,926 New
SFG
2030
StrategIQ Financial Group
Indiana
$287K +$20.2K +525 +8%
CM
2031
Castleark Management
Illinois
$286K
CAM
2032
Concorde Asset Management
Michigan
$285K +$539 +14 +0.2%
GCM
2033
Gladius Capital Management
Illinois
$283K -$602K -15,631 -70%
CSA
2034
Cottage Street Advisors
Massachusetts
$283K
NQWM
2035
Northwest Quadrant Wealth Management
Oregon
$283K +$1.31K +34 +0.5%
WC
2036
Weil Company
California
$280K +$1.04K +27 +0.4%
RFO
2037
RiverGlades Family Offices
Florida
$278K -$69K -1,792 -21%
EBSAM
2038
Eubel Brady & Suttman Asset Management
Ohio
$278K +$231 +6 +0.1%
WA
2039
WP Advisors
California
$277K -$11.3K -293 -4%
TCM
2040
Towercrest Capital Management
Pennsylvania
$277K +$255K +6,626 New
RWMH
2041
Riverpoint Wealth Management Holdings
Illinois
$276K -$3.77K -98 -1%
BCM
2042
Blume Capital Management
California
$276K
TIA
2043
Tandem Investment Advisors
South Carolina
$276K +$23.6K +613 +10%
LFA
2044
Legacy Financial Advisors
Kentucky
$275K -$8.2K -213 -3%
CA
2045
Crewe Advisors
Utah
$275K +$253K +6,566 New
MC
2046
Marcus Capital
Illinois
$274K -$20.3K -527 -7%
TFF
2047
The Family Firm
Maryland
$274K -$3.04K -79 -1%
RVPG
2048
Relative Value Partners Group
$273K
HC
2049
Hamilton Capital
Ohio
$273K +$16.7K +435 +7%
BA
2050
Bristol Advisors
Pennsylvania
$273K +$252K +6,535 New