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Name Holding Trade Value Shares
Change 		Change in
Stake
FMTC
2026
Farmers & Merchants Trust Company
California
$688K +$3.65K +16 +0.6%
LRPA
2027
L. Roy Papp & Associates
Arizona
$687K -$6.38K -28 -1%
VFA
2028
Voya Financial Advisors
Connecticut
$687K -$63.4K -278 -10%
AB
2029
Atlas Brown
Kentucky
$687K -$7.3K -32 -1%
QT
2030
Quantbot Technologies
New York
$687K +$599K +2,626 New
HCM
2031
Hodges Capital Management
Texas
$685K +$597K +2,617 New
CA
2032
CWC Advisors
Oregon
$684K +$596K +2,614 New
CWM
2033
Collaborative Wealth Management
Florida
$684K -$6.38K -28 -1%
YIA
2034
YHB Investment Advisors
Connecticut
$684K +$85.3K +374 +17%
BWM
2035
BCGM Wealth Management
Indiana
$683K +$44.7K +196 +8%
CC
2036
Cornerstone Capital
California
$682K – – –
RIM
2037
RW Investment Management
Idaho
$681K -$45.6K -200 -7%
WC
2038
Woodstock Corp
Massachusetts
$680K -$79.8K -350 -12%
WIM
2039
Westside Investment Management
California
$679K -$161K -705 -21%
AC
2040
AlphaCore Capital
California
$679K -$18.5K -81 -3%
T
2041
TOBAM
France
$678K +$591K +2,591 New
HWP
2042
Heritage Wealth Partners
Ohio
$678K +$591K +2,591 New
AF
2043
Apexium Financial
Texas
$677K -$28.3K -124 -5%
TIM
2044
Total Investment Management
Arizona
$676K -$2.28K -10 -0.4%
FFA
2045
Fragasso Financial Advisors
Pennsylvania
$676K +$70.5K +309 +14%
PWM
2046
PBMares Wealth Management
Virginia
$675K -$3.65K -16 -0.6%
CWMGP
2047
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$673K -$24.4K -107 -4%
SWM
2048
Sugarloaf Wealth Management
Georgia
$673K +$56.6K +248 +11%
CWP
2049
Core Wealth Partners
California
$673K +$138K +604 +31%
WA
2050
Wealthstream Advisors
New York
$672K +$34.9K +153 +6%
80 81
82
83 84