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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
2026
Hengehold Capital Management
Ohio
$223K +$26.2K +341 +12%
IFPG
2027
Intrepid Financial Planning Group
Indiana
$223K
WFA
2028
Wellspring Financial Advisors
Ohio
$222K -$6.62K -86 -3%
MWM
2029
Marion Wealth Management
Pennsylvania
$222K +$47.5K +617 +25%
IFA
2030
Index Fund Advisors
California
$222K -$446K -5,797 -65%
PCIG
2031
Partners Capital Investment Group
Massachusetts
$220K
PWP
2032
Private Wealth Partners
California
$219K +$35.3K +458 +18%
AAMG
2033
AMG Asset Management Group
Georgia
$219K +$234K +3,039 New
EC
2034
EntryPoint Capital
New York
$219K +$234K +3,039 New
QL
2035
Quarry LP
New York
$218K +$218K +2,829 +1,367%
E
2036
Evansbrook
Illinois
$218K +$13.7K +178 +6%
SCM
2037
Stonehearth Capital Management
Massachusetts
$218K +$7.47K +97 +3%
GF
2038
GGM Financials
Ohio
$218K +$20.1K +261 +9%
WPW
2039
Watershed Private Wealth
Illinois
$218K +$233K +3,025 New
MW
2040
Maia Wealth
Colorado
$217K -$3.69K -48 -2%
PPW
2041
Pasadena Private Wealth
California
$217K
FFP
2042
FourThought Financial Partners
Florida
$216K +$4.93K +64 +2%
KC
2043
Knuff & Co
California
$216K
S
2044
Sunpointe
Missouri
$216K +$1.39K +18 +0.6%
M
2045
MATAURO
New York
$216K +$6.08K +79 +3%
LOWM
2046
Laurel Oak Wealth Management
New Jersey
$215K +$17.3K +225 +8%
TW
2047
TritonPoint Wealth
Maryland
$214K -$7.62K -99 -3%
EL
2048
EWA LLC
Pennsylvania
$214K +$229K +2,978 New
SB
2049
Sunflower Bank
Texas
$214K +$27.1K +352 +13%
FCBT
2050
First Citizens Bank & Trust
North Carolina
$214K -$162K -2,111 -42%