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Name Holding Trade Value Shares
Change
Change in
Stake
TL
2026
TrueWealth LLC
Georgia
$109K -$3.67K -44 -3%
GWMIA
2027
Global Wealth Management Investment Advisory
Florida
$107K
CCMW
2028
Cypress Capital Management (Wyoming)
Wyoming
$105K -$54.2K -650 -33%
ETC
2029
Exchange Traded Concepts
Oklahoma
$104K +$47.6K +571 +76%
FWM
2030
Filbrandt Wealth Management
Wisconsin
$101K +$1.5K +18 +1%
BEAM
2031
Baker Ellis Asset Management
Washington
$100K -$45.9K -550 -30%
CCM
2032
Copeland Capital Management
Pennsylvania
$98K
HI
2033
Hudock Inc
Pennsylvania
$97K +$12.6K +151 +14%
EWM
2034
Endurance Wealth Management
Rhode Island
$95K
1W
2035
1776 Wealth
Georgia
$94K
HFM
2036
Harvest Fund Management
China
$93K +$98.7K +1,183 New
RDWM
2037
Red Door Wealth Management
Tennessee
$91K +$96.9K +1,161 New
GTAM
2038
Global Trust Asset Management
Florida
$90K -$653K -7,829 -87%
LWM
2039
Lenox Wealth Management
Ohio
$88K +$41.6K +498 +79%
FWC
2040
First Washington Corp
Washington
$86K
HI
2041
Hoey Investments
Pennsylvania
$83K -$45.2K -542 -34%
SIS
2042
Sound Income Strategies
Florida
$82K +$63.2K +758 +270%
LWM
2043
Liberty Wealth Management
California
$79K -$1.58K -19 -2%
GCM
2044
Grisanti Capital Management
New York
$78K
GSWM
2045
Golden State Wealth Management
California
$77K +$81.9K +981 New
FA
2046
Fortis Advisors
Pennsylvania
$75K
ED
2047
Exane Derivatives
France
$75K -$16K -192 -17%
SL
2048
Savior LLC
Massachusetts
$72K +$83 +1 +0.1%
IRAG
2049
Investment Research & Advisory Group
Georgia
$70K
EARNEST Partners
2050
EARNEST Partners
Georgia
$68K