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Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
2026
Zullo Investment Group
Pennsylvania
$447K +$320 +3 +0.1%
EAM
2027
Evanson Asset Management
California
$445K +$1.07K +10 +0.2%
SFS
2028
Security Financial Services
Indiana
$445K +$30.5K +286 +8%
EA
2029
Ergawealth Advisors
Illinois
$445K
CB
2030
Centennial Bank
Arkansas
$444K -$107 -1 -0%
BC
2031
Brookfield Corp
Ontario, Canada
$444K -$407K -3,815 -48%
FA
2032
Faithward Advisors
Pennsylvania
$443K +$52.9K +496 +13%
KMWM
2033
Keudell/Morrison Wealth Management
Oregon
$443K -$3.62K -34 -0.8%
WDG
2034
Wealth Dimensions Group
Ohio
$443K -$16.8K -158 -4%
CFS
2035
Cannon Financial Strategists
Georgia
$443K
KIC
2036
Keating Investment Counselors
Florida
$443K
TA
2037
TruWealth Advisors
Louisiana
$442K -$56.9K -534 -12%
ML
2038
Mayport LLC
Massachusetts
$442K
Boston Partners
2039
Boston Partners
Massachusetts
$442K +$2.56K +24 +0.6%
PFP
2040
Paragon Financial Partners
California
$441K
FWSM
2041
First Wilshire Securities Management
California
$440K
LPAM
2042
Lodestar Private Asset Management
California
$440K +$430K +4,034 New
Members Trust
2043
Members Trust
Florida
$440K +$430K +4,034 New
CWM
2044
Connecticut Wealth Management
Connecticut
$440K +$62.3K +584 +17%
FM
2045
Foster & Motley
Ohio
$439K -$5.86K -55 -1%
WA
2046
WealthTrust Axiom
Pennsylvania
$439K
SFS
2047
Strategic Financial Services
New York
$439K +$25.6K +240 +6%
OPOWM
2048
One Plus One Wealth Management
Florida
$438K
KIA
2049
KLR Investment Advisors
Rhode Island
$438K +$10.7K +100 +3%
NFA
2050
Northern Financial Advisors
Michigan
$437K +$68.6K +644 +19%