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Name Holding Trade Value Shares
Change 		Change in
Stake
HG
2026
Harbor Group
New Hampshire
$584K – – –
TCOO
2027
Trust Company of Oklahoma
Oklahoma
$582K -$15.6K -73 -2%
BWL
2028
Bogart Wealth LLC
Virginia
$582K +$36.9K +173 +6%
GPFA
2029
Game Plan Financial Advisors
Ohio
$582K +$1.92K +9 +0.3%
SEIA
2030
Signature Estate & Investment Advisors
California
$580K +$25.4K +119 +4%
SMC
2031
Smith, Moore & Co
Missouri
$580K +$53.2K +249 +10%
OBC
2032
Oakum Bay Capital
Connecticut
$580K +$448K +2,100 +280%
LA
2033
Legacy Advisors
Pennsylvania
$578K +$7.05K +33 +1%
RFA
2034
Register Financial Advisors
Georgia
$578K +$3.42K +16 +0.6%
FWA
2035
FSM Wealth Advisors
Ohio
$577K +$54.7K +256 +10%
GI
2036
GAMCO Investors
Connecticut
$576K -$641 -3 -0.1%
RLH
2037
RD Lewis Holdings
Florida
$576K – – –
AIA
2038
AssuredPartners Investment Advisors
Florida
$576K +$84.6K +396 +18%
TM
2039
TigerOak Management
New Mexico
$575K -$10K -47 -2%
DI
2040
Diligent Investors
California
$575K +$36.3K +170 +6%
SPWG
2041
Syntegra Private Wealth Group
Missouri
$575K -$50.2K -235 -8%
WI
2042
Wealth Intelligence
Georgia
$574K -$274K -1,281 -31%
CP
2043
Canopy Partners
Ohio
$574K +$26.7K +125 +5%
AA
2044
ALPS Advisors
Colorado
$574K +$602K +2,821 New
DJSG
2045
D.J. St. Germain
Massachusetts
$574K – – –
HBW
2046
Hazlett, Burt & Watson
West Virginia
$573K -$3.2K -15 -0.5%
MAG
2047
Meadowbrook Advisors Group
New Jersey
$573K -$16.2K -76 -3%
BFC
2048
Bedel Financial Consulting
Indiana
$571K -$58.3K -273 -9%
HWMG
2049
Harbour Wealth Management Group
South Carolina
$571K -$350K -1,641 -37%
VW
2050
Vance Wealth
California
$571K +$262K +1,225 +77%
80 81
82
83 84