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Name Holding Trade Value Shares
Change
Change in
Stake
CASB
2026
Cape Ann Savings Bank
Massachusetts
$445K
AC
2027
Allstate Corporation
Illinois
$444K +$51.3K +1,862 +13%
MWM
2028
Merriman Wealth Management
Washington
$444K -$6.42K -233 -1%
HTHT
2029
Hemenway Trust Hemenway Trust
New Hampshire
$443K -$134K -4,875 -24%
CIA
2030
Cape Investment Advisory
Georgia
$443K +$96.9K +3,520 +29%
PSC
2031
Prentiss Smith & Co
Vermont
$443K
AA
2032
Alta Advisers
United Kingdom
$442K +$30.3K +1,100 +7%
RP
2033
Raelipskie Partnership
Ontario, Canada
$440K +$6.88K +250 +2%
CTA
2034
Colonial Trust Advisors
South Carolina
$438K -$76.1K -2,764 -15%
CRIG
2035
Charter Research & Investment Group
Connecticut
$438K
FAG
2036
Fortitude Advisory Group
Washington
$438K -$92.8K -3,370 -18%
FL
2037
FreeGulliver LLC
Louisiana
$438K +$3.14K +114 +0.7%
RWM
2038
RKL Wealth Management
Pennsylvania
$437K -$19.3K -701 -4%
NCM
2039
Noesis Capital Mangement
Florida
$436K +$16.6K +602 +4%
LCGC
2040
Legacy Capital Group California
California
$436K +$4.54K +165 +1%
AC
2041
ASB Consultores
Florida
$435K -$92.5K -3,361 -18%
PIA
2042
Perennial Investment Advisors
California
$435K +$37.4K +1,358 +10%
RDFA
2043
Ritter Daniher Financial Advisory
Ohio
$434K -$33.3K -1,210 -7%
WAG
2044
Wallace Advisory Group
California
$434K +$427K +15,512 New
MA
2045
MJP Associates
Connecticut
$434K -$17.5K -636 -4%
AF
2046
Apexium Financial
Texas
$434K -$20K -725 -4%
CGH
2047
CMG Global Holdings
Texas
$432K -$37.1K -1,346 -8%
APW
2048
Austin Private Wealth
Texas
$432K -$136K -4,944 -24%
SC
2049
Saybrook Capital
North Carolina
$432K -$317K -11,500 -43%
WAG
2050
Winthrop Advisory Group
Massachusetts
$432K -$936 -34 -0.2%