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Name Holding Trade Value Shares
Change
Change in
Stake
CSPAM
2026
Cary Street Partners Asset Management
Virginia
$471K +$816 +27 +0.2%
PMFA
2027
Plante Moran Financial Advisors
Michigan
$471K -$95.2K -3,150 -16%
CWM
2028
Connecticut Wealth Management
Connecticut
$471K -$6.02K -199 -1%
EFH
2029
Eaton Financial Holdings
Florida
$470K -$600K -19,859 -55%
IC
2030
Inscription Capital
Texas
$470K +$57.9K +1,914 +13%
W
2031
Wealthquest
Ohio
$469K +$91 +3 +0%
AIA
2032
Alera Investment Advisors
Illinois
$467K -$4.99K -165 -1%
CGA
2033
Crescent Grove Advisors
Illinois
$466K -$17.2K -569 -3%
OWA
2034
Octavia Wealth Advisors
Ohio
$466K +$4.9K +162 +1%
MAG
2035
MRA Advisory Group
New Jersey
$466K -$19.3K -639 -4%
IAP
2036
Indie Asset Partners
Indiana
$465K +$3.05K +101 +0.6%
AP
2037
Americana Partners
Texas
$465K -$851K -28,159 -62%
SF
2038
Summit Financial
New Jersey
$465K -$32K -1,057 -6%
EAM
2039
Evanson Asset Management
California
$462K -$76.3K -2,523 -14%
ORC
2040
O'Rourke & Company
Massachusetts
$462K -$153K -5,048 -24%
FPCG
2041
Fort Pitt Capital Group
Pennsylvania
$460K -$7.25K -240 -1%
LCGC
2042
Legacy Capital Group California
California
$460K +$151 +5 +0%
TSWM
2043
Tyler-Stone Wealth Management
Ohio
$459K -$24.8K -821 -5%
VCP
2044
Verus Capital Partners
Arizona
$458K +$41.5K +1,373 +9%
MA
2045
MBA Advisors
Pennsylvania
$458K -$36.8K -1,218 -7%
HGA
2046
Hobbs Group Advisors
South Carolina
$458K +$481K +15,899 New
CGH
2047
CMG Global Holdings
Texas
$457K -$2.45K -81 -0.5%
WAG
2048
Winthrop Advisory Group
Massachusetts
$457K -$28K -925 -6%
WDG
2049
Wealth Dimensions Group
Ohio
$456K -$103K -3,391 -18%
HP
2050
Holistic Planning
Texas
$456K +$479K +15,850 New