Name Holding Trade Value Shares
Change
Change in
Stake
LF
2026
Lantz Financial
Illinois
$448K +$8.31K +78 +2%
ZIG
2027
Zullo Investment Group
Pennsylvania
$447K +$320 +3 +0.1%
EAM
2028
Evanson Asset Management
California
$445K +$1.07K +10 +0.2%
SFS
2029
Security Financial Services
Indiana
$445K +$30.5K +286 +8%
EA
2030
Ergawealth Advisors
Illinois
$445K – – –
CB
2031
Centennial Bank
Arkansas
$444K -$107 -1 -0%
BC
2032
Brookfield Corp
Ontario, Canada
$444K -$407K -3,815 -48%
FA
2033
Faithward Advisors
Pennsylvania
$443K +$52.9K +496 +13%
KMWM
2034
Keudell/Morrison Wealth Management
Oregon
$443K -$3.62K -34 -0.8%
WDG
2035
Wealth Dimensions Group
Ohio
$443K -$16.8K -158 -4%
CFS
2036
Cannon Financial Strategists
Georgia
$443K – – –
KIC
2037
Keating Investment Counselors
Florida
$443K – – –
TA
2038
TruWealth Advisors
Louisiana
$442K -$56.9K -534 -12%
ML
2039
Mayport LLC
Massachusetts
$442K – – –
Boston Partners
2040
Boston Partners
Massachusetts
$442K +$2.56K +24 +0.6%
PFP
2041
Paragon Financial Partners
California
$441K – – –
FWSM
2042
First Wilshire Securities Management
California
$440K – – –
LPAM
2043
Lodestar Private Asset Management
California
$440K +$430K +4,034 New
Members Trust
2044
Members Trust
Florida
$440K +$430K +4,034 New
CWM
2045
Connecticut Wealth Management
Connecticut
$440K +$62.3K +584 +17%
FM
2046
Foster & Motley
Ohio
$439K -$5.86K -55 -1%
WA
2047
WealthTrust Axiom
Pennsylvania
$439K – – –
SFS
2048
Strategic Financial Services
New York
$439K +$25.6K +240 +6%
OPOWM
2049
One Plus One Wealth Management
Florida
$438K – – –
KIA
2050
KLR Investment Advisors
Rhode Island
$438K +$10.7K +100 +3%