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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
2026
Acropolis Investment Management
Missouri
$213K +$10.4K +197 +5%
MI
2027
Markston International
New York
$212K
WWMSC
2028
Wagner Wealth Management (South Carolina)
South Carolina
$212K +$24.7K +466 +13%
AWMG
2029
Alliance Wealth Management Group
New Jersey
$211K -$3.65K -69 -2%
UCI
2030
Uncommon Cents Investing
Wisconsin
$209K +$207K +3,918 New
SCA
2031
SMH Capital Advisors
Texas
$208K +$206K +3,891 New
QCM
2032
Quadrant Capital Management
New Jersey
$208K +$206K +3,895 New
CCA
2033
Clearwater Capital Advisors
Illinois
$208K +$207K +3,903 New
SSW
2034
Smith Shellnut Wilson
Mississippi
$207K +$205K +3,869 New
HFS
2035
Haverford Financial Services
Pennsylvania
$205K +$203K +3,830 New
MHIC
2036
Marble Harbor Investment Counsel
Massachusetts
$204K +$202K +3,819 New
SAS
2037
Stelac Advisory Services
New York
$204K +$203K +3,830 New
BCM
2038
Breiter Capital Management
Florida
$203K -$35.3K -667 -15%
CCM
2039
Carderock Capital Management
Maryland
$203K +$202K +3,811 New
PCP
2040
Proficio Capital Partners
Massachusetts
$202K +$476 +9 +0.2%
RWG
2041
Regal Wealth Group
California
$202K +$1.01K +19 +0.5%
MIM
2042
Montgomery Investment Management
Maryland
$202K +$200K +3,780 New
FAM
2043
Fenimore Asset Management
New York
$201K -$47.3K -894 -19%
CWM
2044
Connecticut Wealth Management
Connecticut
$200K +$196K +3,707 New
IAS
2045
IMA Advisory Services
Colorado
$199K +$582 +11 +0.3%
OBWP
2046
O'Brien Wealth Partners
Massachusetts
$192K +$138K +2,605 +262%
SEIA
2047
Signature Estate & Investment Advisors
California
$191K +$30.4K +575 +19%
PS
2048
Portfolio Strategies
New York
$190K
TVWM
2049
Tower View Wealth Management
Wisconsin
$190K +$741 +14 +0.4%
Cohen & Steers
2050
Cohen & Steers
New York
$187K