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Name Holding Trade Value Shares
Change
Change in
Stake
AAG
2026
Armstrong Advisory Group
Massachusetts
$23.8K -$5.26K -19 -16%
PWM
2027
Positano Wealth Management
$23.6K -$3.99M -14,401 -99%
PWMG
2028
Prestige Wealth Management Group
New Jersey
$22.6K -$4.43K -16 -15%
SR
2029
Swiss Re
Switzerland
$22.1K
JFA
2030
JNBA Financial Advisors
Minnesota
$21.9K
OCWP
2031
Owl Creek Wealth Partners
Colorado
$21.9K +$24.9K +90 New
CWM
2032
Consultiva Wealth Management
Puerto Rico
$21.9K
BC
2033
Broadwater Capital
Massachusetts
$21.7K
MAM
2034
Marquette Asset Management
Minnesota
$21.6K +$2.22K +8 +10%
MEG
2035
Millstone Evans Group
Colorado
$21.6K -$277 -1 -1%
SWM
2036
SHP Wealth Management
Massachusetts
$21.6K +$13.6K +49 +123%
SG
2037
Sankala Group
Colorado
$21.1K
JWM
2038
JPL Wealth Management
Colorado
$20.9K +$23.8K +86 New
RWM
2039
Raffa Wealth Management
District of Columbia
$20.9K +$277 +1 +1%
LFASL
2040
Lugano Financial Advisors SA (LFA)
Switzerland
$20.7K
AP
2041
Aspect Partners
Virginia
$20.4K -$2.77K -10 -11%
GWM
2042
Gilpin Wealth Management
Colorado
$20.4K +$10.2K +37 +79%
ACM
2043
Anfield Capital Management
California
$20.2K +$19.1K +69 +493%
BFS
2044
Beacon Financial Strategies
North Carolina
$19.4K
EWP
2045
Elevation Wealth Partners
California
$19.4K +$3.05K +11 +16%
DWM
2046
Dogwood Wealth Management
Kansas
$19.2K +$5.54K +20 +34%
CH
2047
Cromwell Holdings
Wyoming
$19K -$137K -493 -86%
ICM
2048
Islay Capital Management
Texas
$18.2K -$8.31K -30 -29%
TCA
2049
Trifecta Capital Advisors
Illinois
$18.2K
WPWM
2050
Western Pacific Wealth Management
Illinois
$18.2K