Name Holding Trade Value Shares
Change
Change in
Stake
CFS
2026
Cannon Financial Strategists
Georgia
$497K – – –
IC
2027
Inscription Capital
Texas
$497K -$27.5K -251 -5%
S
2028
Sunpointe
Missouri
$496K +$32.4K +295 +7%
NCM
2029
Northwest Capital Management
Oregon
$495K – – –
RCG
2030
Regatta Capital Group
California
$494K +$2.96K +27 +0.6%
CG
2031
Clarus Group
Texas
$494K – – –
AAG
2032
Armstrong Advisory Group
Massachusetts
$493K -$3.29K -30 -0.7%
TIA
2033
Traphagen Investment Advisors
New Jersey
$492K +$1.1K +10 +0.2%
GAM
2034
Gould Asset Management
California
$492K -$12.1K -110 -2%
CFSG
2035
Community Financial Services Group
Vermont
$492K -$85.6K -780 -15%
DOA
2036
D'Orazio & Associates
Virginia
$490K -$107K -980 -19%
TCWM
2037
Total Clarity Wealth Management
Illinois
$490K -$3.07K -28 -0.6%
WP
2038
Waycross Partners
Kentucky
$489K – – –
EA
2039
Ergawealth Advisors
Illinois
$488K +$6.03K +55 +1%
DSAM
2040
Dock Street Asset Management
Florida
$488K – – –
APG
2041
Abacus Planning Group
South Carolina
$487K +$98.1K +894 +26%
BIC
2042
Beach Investment Counsel
Pennsylvania
$487K – – –
HC
2043
Henshaw Capital
Massachusetts
$486K – – –
SGC
2044
Slocum, Gordon & Co
Rhode Island
$485K – – –
SP
2045
Saranac Partners
$484K +$36.4K +332 +8%
SGK
2046
Steigerwald Gordon & Koch
Virginia
$484K +$16.5K +150 +4%
Wolverine Trading
2047
Wolverine Trading
Illinois
$482K -$453K -4,126 -49%
HCA
2048
Heck Capital Advisors
Wisconsin
$481K -$13.6K -124 -3%
FAFN
2049
First Affirmative Financial Network
Colorado
$480K -$20.8K -190 -4%
HWM
2050
HighMark Wealth Management
Minnesota
$480K – – –