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Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
2026
Pasadena Private Wealth
California
$655K +$99.8K +420 +19%
BFG
2027
Bouchey Financial Group
New York
$654K +$20.7K +87 +3%
CSS
2028
Cubist Systematic Strategies
Connecticut
$654K -$6.46M -27,198 -91%
OL
2029
Optas LLC
Texas
$653K -$289K -1,214 -32%
WCFA
2030
Walkner Condon Financial Advisors
Wisconsin
$651K +$107K +449 +21%
RCA
2031
Resonant Capital Advisors
Wisconsin
$647K -$50.1K -211 -7%
LA
2032
Latitude Advisors
Florida
$646K -$713 -3 -0.1%
LDB
2033
Lee, Danner & Bass
Tennessee
$645K -$10.5K -44 -2%
CT
2034
Chicago Trust
Illinois
$644K +$64.9K +273 +12%
CCG
2035
Cypress Capital Group
Florida
$644K -$63.5K -267 -9%
RDFA
2036
Ritter Daniher Financial Advisory
Ohio
$642K -$99.8K -420 -14%
BCM
2037
Barden Capital Management
Texas
$641K +$147K +618 +32%
FWM
2038
FMB Wealth Management
California
$641K -$44.4K -187 -7%
MIA
2039
MainStreet Investment Advisors
Illinois
$638K -$2.85K -12 -0.5%
HIC
2040
Holderness Investments Company
North Carolina
$637K -$8.56K -36 -1%
PP
2041
Patron Partners
Texas
$636K -$68.7K -289 -10%
WA
2042
Wealthstream Advisors
New York
$635K +$11.2K +47 +2%
CIC
2043
Cutler Investment Counsel
Oregon
$634K -$4.99K -21 -0.8%
AB
2044
Atlas Brown
Kentucky
$630K -$23.8K -100 -4%
SB
2045
Sunflower Bank
Texas
$630K -$17.6K -74 -3%
VCM
2046
Virtue Capital Management
Tennessee
$630K -$155K -653 -20%
DSC
2047
Duncker Streett & Co
Missouri
$630K – – –
MCI
2048
MRP Capital Investments
Georgia
$629K -$4.21M -17,732 -88%
GAMC
2049
Garner Asset Management Corp
Texas
$629K -$70.8K -298 -8%
GCM
2050
G2 Capital Management
Ohio
$629K -$92K -387 -13%
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