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Name Holding Trade Value Shares
Change
Change in
Stake
WI
2026
WrapManager Inc
California
$643K -$16.4K -48 -3%
ASCM
2027
Adkins Seale Capital Management
Louisiana
$640K – – –
WQ
2028
Wealth Quarterback
New Jersey
$638K -$46.2K -135 -7%
CAC
2029
Certified Advisory Corp
Florida
$638K +$119K +349 +25%
OAM
2030
Oxford Asset Management
United Kingdom
$637K +$389K +1,137 +183%
GEA
2031
Glen Eagle Advisors
New Jersey
$634K +$342 +1 +0.1%
IC
2032
Inscription Capital
Texas
$633K +$119K +349 +25%
SIG
2033
Sky Investment Group
Connecticut
$633K -$1.37K -4 -0.2%
CWP
2034
Cyndeo Wealth Partners
Florida
$631K -$6.16K -18 -1%
FIM
2035
Fruth Investment Management
Texas
$630K – – –
JIG
2036
Junk Investment Group
Maryland
$628K +$1.71K +5 +0.3%
AOWM
2037
Alpha Omega Wealth Management
Virginia
$628K -$5.82K -17 -1%
RFP
2038
Root Financial Partners
California
$628K +$82.8K +242 +16%
HFS
2039
Hopwood Financial Services
Virginia
$626K – – –
RPWA
2040
Regent Peak Wealth Advisors
Georgia
$626K +$12.7K +37 +2%
XWL
2041
XXI Wealth LLC
Illinois
$626K +$25.7K +75 +5%
TWM
2042
TRB Wealth Management
Texas
$625K – – –
FPL
2043
Fortress Private Ledger
North Carolina
$623K +$128K +374 +28%
DF
2044
Dunhill Financial
United Kingdom
$622K -$342 -1 -0.1%
BEC
2045
Blue Edge Capital
Virginia
$621K -$137K -400 -19%
SNB
2046
Security National Bank
Nebraska
$620K – – –
CH
2047
Cromwell Holdings
Wyoming
$620K +$37.7K +110 +7%
WA
2048
WBH Advisory
Maryland
$616K -$6.85K -20 -1%
LI
2049
Louisbourg Investments
New Brunswick, Canada
$616K – – –
GB
2050
Goepper Burkhardt
South Carolina
$615K -$111K -325 -16%