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Name Holding Trade Value Shares
Change
Change in
Stake
BPA
2026
Beacon Pointe Advisors
California
$569K -$99.6K -1,652 -15%
VF
2027
Virtu Financial
New York
$568K -$3.31M -54,934 -86%
FI
2028
Fosun International
China
$568K +$98.3K +1,630 +21%
SCA
2029
Stillwater Capital Advisors
Pennsylvania
$568K +$339K +5,624 +155%
WB
2030
West Bancorporation
Iowa
$568K +$558K +9,248 New
KM
2031
Kalos Management
Georgia
$568K +$562K +9,321 New
ACM
2032
Anfield Capital Management
California
$568K +$579K +9,593 New
AWM
2033
Atticus Wealth Management
Florida
$566K +$556K +9,216 New
GC
2034
Gilbert & Cook
Iowa
$564K -$663 -11 -0.1%
JIP
2035
Jaffetilchin Investment Partners
Florida
$564K +$22.6K +375 +4%
RICHC
2036
Renaissance Investment Consultants Holding Company
Pennsylvania
$564K +$556K +9,216 New
ACM
2037
Adalta Capital Management
New York
$563K -$37K -614 -6%
DIM
2038
DC Investments Management
Virginia
$563K -$11K -182 -2%
CWM
2039
Campbell Wealth Management
Virginia
$563K +$34.3K +568 +7%
CSPIA
2040
Cary Street Partners Investment Advisory
Virginia
$563K +$553K +9,173 New
PMFA
2041
Plante Moran Financial Advisors
Michigan
$561K +$38.4K +636 +7%
MWPCG
2042
Measured Wealth Private Client Group
New Hampshire
$560K -$108K -1,798 -16%
C
2043
Cerebellum
California
$560K +$106K +1,760 +24%
MA
2044
Modus Advisors
Minnesota
$559K +$549K +9,104 New
MA
2045
MCF Advisors
Kentucky
$556K +$13.8K +229 +3%
RHBC
2046
R.H. Bluestein & Co
Michigan
$556K +$546K +9,060 New
BA
2047
Bristlecone Advisors
Washington
$553K +$543K +9,009 New
CIM
2048
Chapman Investment Management
California
$551K +$542K +8,979 New
HH
2049
HWG Holdings
Texas
$549K +$49.8K +826 +10%
PA
2050
PSI Advisors
Florida
$548K +$539K +8,939 New