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Name Holding Trade Value Shares
Change 		Change in
Stake
AG
2026
AlphaSimPlex Group
Massachusetts
$1.24M +$458K +2,237 +65%
TLCM
2027
Twin Lakes Capital Management
California
$1.24M +$1.16M +5,660 New
BG
2028
Bollard Group
Massachusetts
$1.23M – – –
BAM
2029
Berkshire Asset Management
Pennsylvania
$1.23M +$92.7K +453 +9%
BFA
2030
Beacon Financial Advisory
Ohio
$1.23M +$720K +3,518 +167%
WAG
2031
Winthrop Advisory Group
Massachusetts
$1.23M +$113K +550 +11%
CWS
2032
Cypress Wealth Services
California
$1.23M +$1.15M +5,604 New
CA
2033
Cullinan Associates
Kentucky
$1.23M +$614K +3,000 +115%
BEAM
2034
Baker Ellis Asset Management
Washington
$1.22M +$81.9K +400 +8%
FNWM
2035
Financial Network Wealth Management
Utah
$1.22M +$1.14M +5,590 New
WMA
2036
Wealth Management Associates
New Jersey
$1.21M +$80.4K +393 +8%
RWA
2037
Ropes Wealth Advisors
Massachusetts
$1.21M +$199K +970 +21%
SWRP
2038
Summit Wealth & Retirement Planning
California
$1.21M -$205 -1 -0%
BOPW
2039
Brandywine Oak Private Wealth
Pennsylvania
$1.21M -$14.7K -72 -1%
TVAMP
2040
Tennessee Valley Asset Management Partners
Tennessee
$1.2M +$564K +2,755 +100%
UMC
2041
United Maritime Capital
New York
$1.2M +$1.13M +5,500 New
CI
2042
Cavalier Investments
Georgia
$1.2M +$281K +1,371 +33%
FFA
2043
Founders Financial Alliance
North Carolina
$1.2M +$289K +1,414 +35%
PFGIA
2044
Patriot Financial Group Insurance Agency
Massachusetts
$1.19M +$565K +2,759 +102%
SHA
2045
Seneca House Advisors
Virginia
$1.19M +$399K +1,952 +56%
RB
2046
Renasant Bank
Mississippi
$1.18M +$1.1M +5,395 New
LCM
2047
Leisure Capital Management
California
$1.18M -$7.78K -38 -0.7%
AIM
2048
Alhambra Investment Management
Florida
$1.18M +$5.12K +25 +0.5%
BB
2049
Bell Bank
North Dakota
$1.18M +$212K +1,036 +24%
STA
2050
Summit Trail Advisors
New York
$1.17M +$1.09M +5,348 New
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