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Name Holding Trade Value Shares
Change
Change in
Stake
B
2026
Bailard
California
$408K -$56.2K -2,608 -12%
EA
2027
Emerald Advisors
Washington
$408K -$17K -789 -4%
PP
2028
PDS Planning
Ohio
$408K -$9.73K -451 -2%
REMPR
2029
Roof Eidam Maycock Peralta (REMP)
California
$407K
SL
2030
SWMG LLC
Texas
$407K +$406K +18,817 New
RWB
2031
RMR Wealth Builders
New Jersey
$405K -$1.82M -84,589 -82%
GAG
2032
GM Advisory Group
New York
$405K -$55.7K -2,581 -12%
SKK
2033
Shepherd Kaplan Krochuk
Massachusetts
$405K
SCP
2034
Sandhill Capital Partners
New York
$404K -$13K -603 -3%
PFA
2035
Professional Financial Advisors
Nebraska
$404K +$2.01K +93 +0.5%
PMFA
2036
Plante Moran Financial Advisors
Michigan
$404K +$93.9K +4,356 +31%
TSW
2037
Thompson Siegel & Walmsley
Virginia
$403K -$192K -8,924 -32%
AFS
2038
Access Financial Services
Minnesota
$402K +$36.6K +1,699 +10%
WIM
2039
Wittenberg Investment Management
Massachusetts
$401K -$44.8K -2,079 -10%
HBT
2040
Hills Bank & Trust
Iowa
$401K +$6.34K +294 +2%
TCM
2041
Telos Capital Management
California
$401K +$97.5K +4,519 +32%
AWG
2042
Altus Wealth Group
Colorado
$401K +$398K +18,474 New
GFP
2043
Gryphon Financial Partners
Ohio
$400K -$96.3K -4,465 -20%
AL
2044
Aspiriant LLC
California
$400K -$73.7K -3,416 -16%
SLF
2045
Sun Life Financial
Ontario, Canada
$399K -$474K -21,961 -54%
MF
2046
Magnetar Financial
Illinois
$398K -$1.79M -83,050 -82%
HI
2047
Hendershot Investments
Virginia
$398K +$82.2K +3,813 +26%
CTFG
2048
Capstone Triton Financial Group
Oklahoma
$398K +$395K +18,312 New
PIA
2049
Powell Investment Advisors
Florida
$396K -$6.19K -287 -2%
PFC
2050
Phocas Financial Corp
California
$395K -$142K -6,580 -27%