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Name Holding Trade Value Shares
Change
Change in
Stake
DLCIG
2026
D.L. Carlson Investment Group
New Hampshire
$392K -$103K -2,602 -21%
MLFP
2027
MPS Loria Financial Planners
Illinois
$391K +$2.14K +54 +0.6%
PIA
2028
Pinion Investment Advisors
Kansas
$390K -$29.8K -751 -7%
MFT
2029
Moisand Fitzgerald Tamayo
Florida
$390K -$21.1K -532 -5%
AWM
2030
Affinity Wealth Management
Delaware
$390K -$13.2K -332 -3%
CW
2031
Cabot-Wellington
Massachusetts
$390K
PP
2032
PDS Planning
Ohio
$390K +$8.1K +204 +2%
MIH
2033
Meitav Investment House
Israel
$390K +$43.8K +1,103 +13%
ARM
2034
Adirondack Research & Management
New York
$389K
SP
2035
Successful Portfolios
Florida
$388K -$18.3K -462 -5%
HCA
2036
Horan Capital Advisors
Ohio
$387K
CA
2037
Corrado Advisors
New Jersey
$386K +$175K +4,416 +89%
CPC
2038
Congress Park Capital
New York
$382K
MWM
2039
Mascoma Wealth Management
New Hampshire
$382K
BCA
2040
Bray Capital Advisors
Florida
$378K +$172K +4,319 +88%
BIM
2041
Barton Investment Management
Pennsylvania
$377K
HHGA
2042
Halbert Hargrove Global Advisors
California
$377K +$364K +9,162 New
B
2043
Brightworth
Georgia
$376K -$52.1K -1,311 -13%
TF
2044
TimeScale Financial
Massachusetts
$374K -$23.1K -581 -6%
OWP
2045
Obermeyer Wealth Partners
Colorado
$372K +$37.7K +950 +12%
CIA
2046
CSat Investment Advisory
Michigan
$372K +$358K +9,017 +32,204%
CCM
2047
Community Capital Management
Florida
$371K
AIA
2048
Alera Investment Advisors
Illinois
$371K +$11.6K +293 +3%
CAW
2049
Cornerstone Advisors (Washington)
Washington
$371K +$44.2K +1,114 +14%
CWM
2050
Campbell Wealth Management
Virginia
$369K +$12K +302 +3%