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Name Holding Trade Value Shares
Change
Change in
Stake
ME
2026
McIlrath & Eck
Washington
$152K +$141K +2,876 New
HWM
2027
Holloway Wealth Management
Florida
$145K
SEIA
2028
Signature Estate & Investment Advisors
California
$144K -$57.1K -1,162 -30%
DPA
2029
Delphi Private Advisors
California
$141K +$131K +2,669 New
AP
2030
Atwood & Palmer
Missouri
$138K
DOA
2031
D'Orazio & Associates
Virginia
$137K -$54.7K -1,112 -30%
IP
2032
Isthmus Partners
Wisconsin
$137K -$9.84K -200 -7%
AIP
2033
Almanack Investment Partners
Pennsylvania
$136K +$127K +2,578 New
AC
2034
Avestar Capital
New York
$131K +$126K +2,565 New
WWMSC
2035
Wagner Wealth Management (South Carolina)
South Carolina
$129K +$110K +2,242 New
WPA
2036
West Paces Advisors
Georgia
$128K
KF
2037
Krilogy Financial
Missouri
$128K -$55.4K -1,126 -32%
PO
2038
Private Ocean
California
$125K +$90.1K +1,833 +341%
TDC
2039
Thompson Davis & Co
Virginia
$122K -$218K -4,434 -66%
FCMT
2040
Founders Capital Management (Texas)
Texas
$119K -$2M -40,634 -95%
GWA
2041
Guidant Wealth Advisors
Illinois
$116K
PS
2042
Portfolio Solutions
Michigan
$115K -$14.5K -295 -12%
TIM
2043
Tortoise Investment Management
New York
$112K
SAS
2044
Stelac Advisory Services
New York
$111K +$103K +2,089 New
RBC
2045
Roble Belko & Company
Pennsylvania
$108K +$29.1K +592 +41%
AI
2046
ArchPoint Investors
Florida
$106K
CAL
2047
Capital Analysts LLC
Pennsylvania
$105K +$63.1K +1,283 +182%
HT
2048
Heritage Trust
Oklahoma
$104K -$3.74K -76 -4%
EARNEST Partners
2049
EARNEST Partners
Georgia
$103K +$95.3K +1,937 New
ED
2050
Exane Derivatives
France
$103K +$95.4K +1,941 New