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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2026
Solstein Capital
California
$182K – – –
GWS
2027
Glassman Wealth Services
Virginia
$181K +$2.64K +14 +2%
DSC
2028
Duncker Streett & Co
Missouri
$178K – – –
BCM
2029
Barometer Capital Management
Ontario, Canada
$177K -$10.4M -55,400 -98%
DAM
2030
Delta Asset Management
Tennessee
$176K +$94.2K +500 +127%
RG
2031
Retirement Group
California
$175K +$75.3K +400 +82%
CG
2032
Cutler Group
California
$174K -$18.8K -100 -10%
ME
2033
McIlrath & Eck
Washington
$174K – – –
WOC
2034
West Oak Capital
California
$172K -$28.3K -150 -15%
SC
2035
SouthState Corp
Florida
$169K +$120K +635 +282%
JFA
2036
JNBA Financial Advisors
Minnesota
$165K +$13.2K +70 +9%
AF
2037
Allworth Financial
California
$163K – – –
RIM
2038
Rockbridge Investment Management
New York
$161K +$146K +776 +1,940%
PMFA
2039
Plante Moran Financial Advisors
Michigan
$160K +$42.9K +228 +39%
PP
2040
Pacifica Partners
Canada
$158K – – –
SIM
2041
Sonora Investment Management
Arizona
$153K +$50.9K +270 +53%
SIS
2042
Sound Income Strategies
Florida
$152K +$9.42K +50 +7%
HWA
2043
HHM Wealth Advisors
Tennessee
$145K +$7.53K +40 +6%
NPP
2044
New Potomac Partners
Maryland
$143K -$18.8K -100 -12%
TFO
2045
Tarbox Family Office
California
$141K +$5.65K +30 +4%
MFT
2046
Moisand Fitzgerald Tamayo
Florida
$140K +$565 +3 +0.4%
BHWM
2047
Bay Harbor Wealth Management
Maryland
$139K +$8.85K +47 +7%
BCM
2048
Blume Capital Management
California
$138K – – –
CHAM
2049
Clear Harbor Asset Management
Connecticut
$138K +$132K +700 New
PFO
2050
Pathstone Family Office
New Jersey
$137K – – –
80 81
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83 84