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Name Holding Trade Value Shares
Change
Change in
Stake
TW
2026
TritonPoint Wealth
Maryland
$416K +$390K +11,025 New
OWA
2027
One Wealth Advisors
California
$415K +$390K +11,016 New
DWM
2028
Drive Wealth Management
Utah
$415K +$38.3K +1,082 +11%
BC
2029
Bridgefront Capital
Texas
$415K -$212K -5,982 -35%
CCP
2030
Clough Capital Partners
Massachusetts
$415K -$88.5K -2,500 -19%
FNC
2031
First National Corp
Massachusetts
$414K -$248 -7 -0.1%
DSC
2032
Duncker Streett & Co
Missouri
$414K -$67.7K -1,912 -15%
PGAM
2033
Princeton Global Asset Management
New Jersey
$413K +$9.2K +260 +2%
SWA
2034
Sax Wealth Advisors
New Jersey
$411K -$45.7K -1,292 -11%
Cohen & Steers
2035
Cohen & Steers
New York
$411K -$104K -2,947 -21%
FSA
2036
Financial Sense Advisors
California
$410K +$130K +3,679 +51%
HAIM
2037
Hunter Associates Investment Management
Pennsylvania
$409K -$743K -21,004 -66%
BCM
2038
Bluefin Capital Management
New York
$409K +$60.1K +1,700 +18%
MMM
2039
Mendel Money Management
Illinois
$408K -$112K -3,170 -23%
CAM
2040
Cozad Asset Management
Illinois
$407K -$91.7K -2,592 -19%
OFS
2041
Oldfather Financial Services
Nebraska
$406K -$3.75K -106 -1%
SFG
2042
Sowa Financial Group
Rhode Island
$406K -$20.7K -584 -5%
GCP
2043
GSA Capital Partners
United Kingdom
$405K +$380K +10,742 New
GIA
2044
GHP Investment Advisors
Colorado
$405K -$188K -5,304 -33%
PWM
2045
Paulson Wealth Management
Illinois
$404K -$3.22K -91 -0.8%
MPAM
2046
Murphy Pohlad Asset Management
Minnesota
$404K +$4.42K +125 +1%
AWM
2047
AllSquare Wealth Management
New York
$404K -$19.5K -550 -5%
BG
2048
Bollard Group
Massachusetts
$403K +$140K +3,953 +59%
IWN
2049
Independent Wealth Network
Iowa
$403K +$70.8K +2,001 +23%
HKAM
2050
Horizon Kinetics Asset Management
New York
$402K -$7.61K -215 -2%