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Name Holding Trade Value Shares
Change
Change in
Stake
SA
2026
Shilanski & Associates
Alaska
$446K -$72.5K -1,798 -14%
CCA
2027
Cobblestone Capital Advisors
New York
$443K -$155K -3,848 -27%
LCM
2028
LVM Capital Management
Michigan
$443K -$2.17M -53,900 -84%
PFM
2029
Peak Financial Management
Massachusetts
$443K -$32.1K -797 -7%
NG
2030
Northstar Group
New York
$442K -$76.9K -1,906 -15%
MMM
2031
Mendel Money Management
Illinois
$441K -$12.3K -305 -3%
FNWA
2032
Financial Network Wealth Advisors
Utah
$441K -$968 -24 -0.2%
CT
2033
Clearstead Trust
Maine
$439K -$33.9K -841 -7%
ASFA
2034
All Season Financial Advisors
Colorado
$438K +$21.2K +526 +5%
CW
2035
Connectus Wealth
Ohio
$438K -$3.32M -82,345 -89%
AF
2036
Arrow Financial
New York
$437K -$44.1K -1,093 -9%
WGC
2037
Watts Gwilliam & Co
Arizona
$435K +$433K +10,737 New
MWM
2038
Marion Wealth Management
Pennsylvania
$434K +$34.7K +861 +9%
CFO
2039
CVA Family Office
Colorado
$434K +$1.65K +41 +0.4%
GBT
2040
Grove Bank & Trust
Florida
$433K -$1.04M -25,875 -71%
PSP
2041
Pacific Sage Partners
Washington
$432K
HGERS
2042
Householder Group Estate & Retirement Specialist
Arizona
$431K -$100K -2,485 -19%
ACM
2043
Avalon Capital Management
California
$430K -$124K -3,070 -23%
BAM
2044
BOS Asset Management
Illinois
$429K -$85.6K -2,123 -17%
PAM
2045
Peak Asset Management
Colorado
$428K +$4.03K +100 +1%
AWM
2046
Accel Wealth Management
Iowa
$428K +$19.6K +485 +5%
JJBC
2047
James J. Burns & Company
New York
$427K -$319K -7,905 -44%
KHCM
2048
Kirtland Hills Capital Management
Ohio
$426K +$436K +10,809 New
CHP
2049
Cable Hill Partners
Oregon
$426K
WWM
2050
Waterway Wealth Management
Texas
$425K +$27.3K +676 +7%