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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
2026
WealthShield Partners
North Carolina
$235K -$7.7K -74 -3%
EA
2027
Emerald Advisors
Washington
$235K -$4.79K -46 -2%
GSC
2028
Grey Street Capital
Illinois
$235K +$235K +2,256 New
FWM
2029
FFT Wealth Management
Pennsylvania
$235K +$20.6K +198 +10%
LHEI
2030
Leo H. Evart Inc
California
$234K +$104 +1 +0%
BCAM
2031
Boston Common Asset Management
Massachusetts
$234K – – –
MMPW
2032
Mitchell McLeod Pugh & Williams
Alabama
$233K -$3.33K -32 -1%
TFCP
2033
Twin Focus Capital Partners
Massachusetts
$233K – – –
ZIM
2034
Zacks Investment Management
Illinois
$232K +$6.97K +67 +3%
WLPWM
2035
Walled Lake Planning & Wealth Management
Illinois
$232K +$231K +2,224 New
FVWA
2036
Foster Victor Wealth Advisors
South Carolina
$231K +$8.01K +77 +4%
GSIAS
2037
Garden State Investment Advisory Services
New Jersey
$231K -$28.2K -271 -11%
FNBOSM
2038
First National Bank of South Miami
Florida
$231K -$22.7K -218 -9%
FCA
2039
Fortis Capital Advisors
Kansas
$230K -$41.6K -400 -15%
MIM
2040
Morningstar Investment Management
Illinois
$230K – – –
ATFA
2041
All Terrain Financial Advisors
Minnesota
$230K – – –
TF
2042
TimeScale Financial
Massachusetts
$230K +$2.29K +22 +1%
BFC
2043
Blue Fin Capital
Rhode Island
$229K -$937 -9 -0.4%
OFW
2044
Omnia Family Wealth
Florida
$229K – – –
AIP
2045
ARS Investment Partners
New York
$229K +$229K +2,196 New
ACS
2046
Archford Capital Strategies
Illinois
$227K +$226K +2,168 New
CW
2047
Cook Wealth
North Carolina
$227K +$209K +2,011 New
NFSG
2048
Newbridge Financial Services Group
Florida
$226K -$9.99K -96 -4%
DA
2049
Detalus Advisors
Missouri
$226K – – –
FNC
2050
First National Corp
Massachusetts
$225K -$7.7K -74 -3%
80 81
82
83 84