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Name Holding Trade Value Shares
Change
Change in
Stake
HFM
2026
Harvest Fund Management
China
$955K -$80.6K -1,554 -8%
CRIG
2027
Charter Research & Investment Group
Connecticut
$955K -$16.2K -312 -2%
SF
2028
SBK Financial
Virginia
$955K
VFA
2029
Voya Financial Advisors
Connecticut
$955K +$11.9K +230 +1%
SFP
2030
Sweet Financial Partners
Minnesota
$955K +$489K +9,422 +104%
SIM
2031
SSI Investment Management
California
$954K -$9.6K -185 -1%
GAG
2032
GM Advisory Group
New York
$953K +$139K +2,683 +17%
PFGIA
2033
Patriot Financial Group Insurance Agency
Massachusetts
$952K -$486K -9,364 -34%
HFG
2034
Heron Financial Group
New York
$952K +$131K +2,528 +16%
FCAG
2035
First Capital Advisors Group
New Jersey
$950K +$952K +18,341 New
MMA
2036
Miracle Mile Advisors
California
$945K -$179K -3,449 -16%
CAGAS
2037
Capital Advisory Group Advisory Services
Minnesota
$942K -$22.9K -442 -2%
FPF
2038
First Pacific Financial
Washington
$939K -$5.4K -104 -0.6%
IC
2039
Inverness Counsel
New York
$937K -$104K -1,997 -10%
KWS
2040
Keystone Wealth Services
California
$933K -$25.5K -492 -3%
HBW
2041
Hazlett, Burt & Watson
West Virginia
$933K +$935K +18,019 New
GFS
2042
GYL Financial Synergies
Connecticut
$932K -$188K -3,618 -17%
PAWC
2043
P.A.W. Capital
Connecticut
$932K +$104K +2,000 +13%
BIM
2044
Baldwin Investment Management
Pennsylvania
$931K -$31.1K -600 -3%
ECG
2045
Edge Capital Group
Georgia
$930K +$47.9K +924 +5%
MLA
2046
My Legacy Advisors
Oregon
$930K +$932K +17,968 New
CCMIC
2047
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$929K -$31.1K -600 -3%
BC
2048
Burleson & Co
California
$929K -$21.3K -410 -2%
AIM
2049
Axiom Investment Management
New York
$927K -$101K -1,952 -10%
CIM
2050
CIM Investment Management
Pennsylvania
$927K -$934 -18 -0.1%