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Name Holding Trade Value Shares
Change
Change in
Stake
MPCG
2026
Matrix Private Capital Group
New York
$698K -$24.3K -481 -3%
AAM
2027
Augustine Asset Management
Florida
$697K -$45.7K -903 -6%
AMC
2028
Asset Management Corp
Illinois
$697K -$1.16K -23 -0.2%
AWM
2029
Accel Wealth Management
Iowa
$696K -$29.5K -584 -4%
NB
2030
Nicolet Bankshares
Wisconsin
$691K -$24.2K -479 -3%
BIG
2031
Boothe Investment Group
Delaware
$691K +$33.3K +659 +5%
Cohen & Steers
2032
Cohen & Steers
New York
$691K +$64.6K +1,277 +10%
FAM
2033
Flaharty Asset Management
Florida
$690K +$149K +2,949 +28%
SCI
2034
S&CO Inc
Massachusetts
$689K +$10K +198 +1%
PSB
2035
Piscataqua Savings Bank
New Hampshire
$688K -$48K -948 -7%
SIC
2036
SFE Investment Counsel
California
$688K -$42.7K -845 -6%
MAWCM
2037
Mine & Arao Wealth Creation & Management
California
$688K +$6.47K +128 +1%
SP
2038
Successful Portfolios
Florida
$687K -$5.41K -107 -0.8%
MA
2039
MJP Associates
Connecticut
$687K +$105K +2,085 +18%
GAG
2040
GM Advisory Group
New York
$686K +$478K +9,456 +233%
AIM
2041
Avity Investment Management
Connecticut
$684K -$25.3K -500 -4%
CMI
2042
Clare Market Investments
Texas
$680K -$138K -2,722 -17%
WTA
2043
Washington Trust Advisors
Massachusetts
$680K -$118K -2,328 -15%
FAG
2044
Fortitude Advisory Group
Washington
$679K -$4.75K -94 -0.7%
PWM
2045
Palumbo Wealth Management
New York
$678K +$43.1K +852 +7%
NFSG
2046
Newbridge Financial Services Group
Florida
$676K +$169K +3,350 +34%
BA
2047
Ballast Advisors
Minnesota
$675K +$10.6K +210 +2%
VWM
2048
Vigilare Wealth Management
Arizona
$674K -$1.42K -28 -0.2%
MCM
2049
McKinley Capital Management
Alaska
$674K +$5.92K +117 +0.9%
KC
2050
Kingfisher Capital
North Carolina
$671K -$4.55K -90 -0.7%