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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2026
Aire Advisors
California
$283K +$272K +2,416 New
CCP
2027
Clarkston Capital Partners
Michigan
$282K -$108K -960 -28%
COF
2028
Capital One Financial
Virginia
$282K -$33.6K -298 -11%
NA
2029
Nottingham Advisors
New York
$282K +$2.82K +25 +1%
DWM
2030
Destination Wealth Management
California
$281K -$4.96K -44 -2%
WDL
2031
Well Done LLC
Michigan
$281K +$11.4K +101 +4%
AR
2032
Apeiron RIA
Texas
$281K +$271K +2,401 New
CA
2033
Carson Advisory
Georgia
$281K +$271K +2,403 New
RTC
2034
Riverview Trust Company
Washington
$280K – – –
WWM
2035
Wolff Wiese Magana
California
$279K -$103K -912 -28%
HI
2036
Hoey Investments
Pennsylvania
$279K -$12.5K -111 -4%
RPCA
2037
Running Point Capital Advisors
California
$279K +$564 +5 +0.2%
SF
2038
Summit Financial
New Jersey
$278K +$47.8K +424 +22%
AC
2039
Asio Capital
Kentucky
$276K – – –
CCM
2040
Condor Capital Management
New Jersey
$275K -$12.1K -107 -4%
CWM
2041
Curi Wealth Management
North Carolina
$275K -$113 -1 -0%
ACM
2042
Ategra Capital Management
Virginia
$274K -$6.2K -55 -2%
WWG
2043
West Wealth Group
California
$274K +$264K +2,342 New
MWPCG
2044
Measured Wealth Private Client Group
New Hampshire
$273K – – –
RCYC
2045
Richard C. Young & Co
Rhode Island
$273K +$1.01K +9 +0.4%
LSC
2046
Lesa Sroufe & Co
Washington
$273K +$263K +2,336 New
KA
2047
KLCM Advisors
Wisconsin
$272K -$28.3K -251 -10%
PHAM
2048
Palisades Hudson Asset Management
Florida
$271K – – –
BW
2049
Bison Wealth
Georgia
$270K -$173K -1,536 -40%
KA
2050
Klingman & Associates
New York
$270K +$3.83K +34 +1%
80 81
82
83 84