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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
2026
Bard Financial Services
Connecticut
$245K -$37.8K -60 -12%
SWMP
2027
Signature Wealth Management Partners
New Jersey
$245K +$15.7K +25 +6%
BCM
2028
Blume Capital Management
California
$245K +$126K +200 +89%
HAS
2029
HBW Advisory Services
California
$244K -$104K -165 -28%
IGGA
2030
Iron Gate Global Advisors
Utah
$244K
PWM
2031
Prentice Wealth Management
New York
$244K +$629 +1 +0.2%
NIM
2032
Northeast Investment Management
Massachusetts
$244K +$266K +423 New
CAN
2033
Claraphi Advisory Network
United States
$243K -$79.3K -126 -23%
CAI
2034
Capital Advisors Inc
Oklahoma
$242K -$160K -254 -38%
FSA
2035
Financial Sense Advisors
California
$242K
SFG
2036
Sovereign Financial Group
Connecticut
$241K +$264K +419 New
WDL
2037
Well Done LLC
Michigan
$241K +$264K +419 New
DS
2038
DRW Securities
Illinois
$240K -$511K -812 -66%
GHAM
2039
Gilman Hill Asset Management
Connecticut
$240K +$262K +417 New
CCB
2040
Cutter & Co Brokerage
Missouri
$239K
SFO
2041
Stokes Family Office
Louisiana
$239K +$4.41K +7 +2%
RWG
2042
Ratio Wealth Group
Colorado
$237K +$259K +412 New
MWM
2043
Madison Wealth Management
Ohio
$237K
CWM
2044
Connecticut Wealth Management
Connecticut
$237K +$44.7K +71 +21%
MCG
2045
McCollum Christoferson Group
New York
$236K
V
2046
VeraBank
Texas
$235K
SIGI
2047
Susquehanna International Group (Ireland)
Ireland
$235K +$257K +409 New
WP
2048
WealthShield Partners
North Carolina
$234K -$1.91M -3,031 -88%
SIM
2049
Sadoff Investment Management
Wisconsin
$234K
CFD
2050
Creative Financial Designs
Indiana
$234K +$27.7K +44 +12%