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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2026
RKL Wealth Management
Pennsylvania
$380K -$211K -3,656 -35%
VFP
2027
Verus Financial Partners
Virginia
$379K +$1.84K +32 +0.5%
HHGA
2028
Halbert Hargrove Global Advisors
California
$378K -$2.65K -46 -0.7%
PGWM
2029
Parisi Gray Wealth Management
New Jersey
$377K -$188K -3,268 -33%
KP
2030
Keel Point
Alabama
$377K +$5.07K +88 +1%
SWMG
2031
Strategic Wealth Management Group
Maryland
$376K -$53.4K -927 -12%
WIS
2032
Wright Investors Service
Connecticut
$374K +$21.1K +366 +6%
CAM
2033
ClariVest Asset Management
California
$373K -$413K -7,159 -52%
JC
2034
Jentner Corp
Ohio
$373K -$20.2K -350 -5%
PHK
2035
Point72 Hong Kong
Hong Kong
$373K +$377K +6,535 New
GAB
2036
German American Bancorp
Indiana
$372K – – –
SFS
2037
Summit Financial Strategies
Ohio
$369K – – –
SW
2038
SlateStone Wealth
Florida
$369K +$49.3K +855 +15%
MA
2039
MONECO Advisors
Connecticut
$366K -$12.7K -221 -3%
ACP
2040
Aviance Capital Partners
Florida
$366K +$95.9K +1,664 +35%
AIA
2041
AIMZ Investment Advisors
California
$365K – – –
FNBSF
2042
First National Bank Sioux Falls
South Dakota
$365K – – –
ML
2043
McAdam LLC
Pennsylvania
$365K +$140K +2,430 +61%
HWMG
2044
Hurlow Wealth Management Group
Indiana
$363K – – –
ACM
2045
Alethea Capital Management
Washington
$362K -$1.41M -24,393 -79%
HGWM
2046
Harvest Group Wealth Management
Massachusetts
$362K -$476K -8,260 -57%
CG
2047
Cynosure Group
Utah
$362K +$365K +6,335 New
SPC
2048
Stewart & Patten Company
California
$361K +$17.3K +300 +5%
DK
2049
Darrell & King
Virginia
$361K +$20.2K +350 +6%
PCP
2050
Proficio Capital Partners
Massachusetts
$361K +$72.7K +1,262 +25%
80 81
82
83 84