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Name Holding Trade Value Shares
Change
Change in
Stake
DA
2026
Detalus Advisors
Missouri
$252K +$13.8K +71 +5%
WA
2027
Westfuller Advisors
New York
$252K +$777 +4 +0.3%
NCM
2028
Novare Capital Management
North Carolina
$252K -$7K -36 -2%
SPI
2029
Sutton Place Investors
New York
$252K +$9.33K +48 +3%
UAG
2030
United Advisor Group
Ohio
$249K +$88.8K +457 +44%
PCTC
2031
Perkins Coie Trust Company
Washington
$249K +$1.36K +7 +0.5%
KCM
2032
Kanawha Capital Management
Virginia
$249K +$48.6K +250 +20%
FA
2033
Fortis Advisors
Pennsylvania
$249K – – –
GCIA
2034
Gabelli & Co Investment Advisers
New York
$249K – – –
OPW
2035
Osprey Private Wealth
New York
$249K – – –
DI
2036
Diligent Investors
California
$249K +$31.5K +162 +12%
QWP
2037
Quotient Wealth Partners
Texas
$248K -$22.7K -117 -7%
PMG
2038
ProVise Management Group
Florida
$248K -$52.9K -272 -15%
FMC
2039
First Merchants Corp
Indiana
$248K – – –
GLA
2040
Great Lakes Advisors
Illinois
$247K +$290K +1,490 New
IIC
2041
Integrated Investment Consultants
Michigan
$247K -$57.3K -295 -17%
SMG
2042
Smart Money Group
Texas
$247K -$11.7K -60 -4%
CP
2043
Clarendon Private
Massachusetts
$247K -$583 -3 -0.2%
SFG
2044
Sunburst Financial Group
Alabama
$246K – – –
PP
2045
Patron Partners
Texas
$246K +$56.6K +291 +24%
RFN
2046
Redwood Financial Network
Ohio
$246K +$4.08K +21 +1%
GF
2047
Gries Financial
Ohio
$246K -$53.6K -276 -16%
CA
2048
Calton & Associates
Florida
$246K +$86.3K +444 +43%
IWN
2049
Independent Wealth Network
Iowa
$245K +$81K +417 +39%
PFM
2050
Peak Financial Management
Massachusetts
$245K -$48.8K -251 -15%