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Name Holding Trade Value Shares
Change
Change in
Stake
RCG
2026
Rock Creek Group
District of Columbia
$40K -$51.8K -137 -49%
DAC
2027
Dividend Assets Capital
South Carolina
$40K
EIP
2028
Ellis Investment Partners
Pennsylvania
$40K
WPWM
2029
Western Pacific Wealth Management
Illinois
$40K +$53.7K +142 +3,550%
GFPC
2030
Global Financial Private Client
Florida
$39.4K
PWMG
2031
Prestige Wealth Management Group
New Jersey
$39K -$32.9K -87 -38%
EC
2032
Estate Counselors
Wisconsin
$38K
SIS
2033
Sound Income Strategies
Florida
$35K +$4.16K +11 +9%
FCB
2034
First Command Bank
Texas
$34K -$7.19K -19 -13%
FCFS
2035
First Command Financial Services
Texas
$34K -$7.19K -19 -13%
MUMSS
2036
Mitsubishi UFJ Morgan Stanley Securities
Japan
$33K
TSWM
2037
Tyler-Stone Wealth Management
Ohio
$33K
EA
2038
Evolution Advisers
Virginia
$32K
MW
2039
Milestone Wealth
New York
$32K
WOC
2040
West Oak Capital
California
$32K
CYG
2041
Clean Yield Group
Vermont
$32K +$4.16K +11 +10%
FCG
2042
Financial Connections Group
California
$31K -$35.2K -93 -45%
OLVIG
2043
Oliver Lagore Vanvalin Investment Group
Michigan
$31K -$33.3K -88 -44%
UCB
2044
United Community Bank
South Carolina
$30.3K
HDIM
2045
Hanson & Doremus Investment Management
Vermont
$30K -$2.65K -7 -6%
CFD
2046
Creative Financial Designs
Indiana
$30K
MSFP
2047
Mark Sheptoff Financial Planning
Connecticut
$29K
VCM
2048
Versant Capital Management
Arizona
$29K +$378 +1 +1%
T
2049
TOBAM
France
$28K -$95K -251 -71%
ACK
2050
Andrew C. Karlinski
$28K -$757 -2 -2%