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Name Holding Trade Value Shares
Change
Change in
Stake
AWP
2026
Abacus Wealth Partners
California
$217K -$7.35K -70 -3%
CWA
2027
Clearview Wealth Advisors
Oregon
$217K +$315 +3 +0.2%
WAAG
2028
Wealth Alliance Advisory Group
Kansas
$216K
WCM
2029
WealthBridge Capital Management
Ohio
$215K -$1.16K -11 -0.6%
AWM
2030
Adams Wealth Management
Utah
$214K
VCM
2031
Vigilant Capital Management
Maine
$214K
PAG
2032
Pinnacle Advisory Group
Maryland
$214K +$205K +1,957 New
CT
2033
Chicago Trust
Illinois
$214K +$206K +1,959 New
ACA
2034
Affinity Capital Advisors
California
$212K -$10.1K -96 -5%
SCA
2035
STALEY CAPITAL ADVISERS
Pennsylvania
$212K
TCPWM
2036
Traverso Chambers Private Wealth Management
California
$212K +$5.25K +50 +3%
MWM
2037
Mattern Wealth Management
Kansas
$211K -$4.41K -42 -2%
ATWA
2038
Arbor Trust Wealth Advisors
Michigan
$211K
NEGWA
2039
New England Guild Wealth Advisors
Connecticut
$211K
PCMC
2040
Private Capital Management (Colorado)
Colorado
$210K -$17.2K -164 -8%
HPCM
2041
Hunter Perkins Capital Management
Illinois
$210K
BWM
2042
Baystate Wealth Management
Massachusetts
$210K +$525 +5 +0.3%
CA
2043
Crumly & Associates
Illinois
$210K +$202K +1,923 New
GCIG
2044
Grand Central Investment Group
Florida
$209K
RIM
2045
Regent Investment Management
Kentucky
$209K
IDBONY
2046
Israel Discount Bank of New York
New York
$208K +$1.05K +10 +0.5%
BFIM
2047
Beese Fulmer Investment Management
Ohio
$208K +$199K +1,899 New
BCM
2048
Bienville Capital Management
New York
$207K
FPCM
2049
Financial Partners Capital Management
New York
$207K
HCP
2050
Hexagon Capital Partners
Arkansas
$205K -$1.89K -18 -0.9%