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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2026
Chemistry Wealth Management
New York
$267K +$262K +1,353 New
VCM
2027
Vivaldi Capital Management
Illinois
$266K +$268K +1,384 New
TTWM
2028
TCV Trust & Wealth Management
Virginia
$265K – – –
BAAM
2029
Baker Avenue Asset Management
California
$264K -$72K -372 -22%
DI
2030
Diligent Investors
California
$264K +$1.94K +10 +0.8%
MCWA
2031
Meadow Creek Wealth Advisors
Georgia
$263K -$10.6K -55 -4%
GWAG
2032
Garrett Wealth Advisory Group
Texas
$263K +$258K +1,331 New
CPW
2033
Catalyst Private Wealth
California
$262K – – –
ProShare Advisors
2034
ProShare Advisors
Maryland
$261K -$117K -607 -31%
WN
2035
Williams & Novak
California
$261K -$49.9K -258 -16%
RF
2036
Rossby Financial
Florida
$261K +$256K +1,323 New
JWM
2037
Jeppson Wealth Management
California
$261K -$13.5K -70 -5%
AIM
2038
Alhambra Investment Management
Florida
$261K – – –
MCP
2039
Mirador Capital Partners
California
$260K -$194 -1 -0.1%
IPW
2040
Intergy Private Wealth
Colorado
$260K +$255K +1,317 New
WPWM
2041
Western Pacific Wealth Management
Illinois
$260K – – –
EL
2042
EWA LLC
Pennsylvania
$259K -$4.45K -23 -2%
PWP
2043
Perfromance Wealth Partners
Illinois
$258K – – –
BTWM
2044
Baker Tilly Wealth Management
Wisconsin
$258K -$94.1K -486 -27%
AIM
2045
Advyzon Investment Management
Illinois
$258K +$252K +1,304 New
PFWA
2046
Paces Ferry Wealth Advisors
Georgia
$257K +$252K +1,300 New
PTP
2047
Platform Technology Partners
New York
$256K -$8.32K -43 -3%
CFB
2048
Cullen/Frost Bankers
Texas
$255K +$21.5K +111 +9%
PL
2049
Plancorp LLC
Missouri
$255K +$250K +1,292 New
IA
2050
Insight Advisors
Pennsylvania
$255K +$246K +1,271 New