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Name Holding Trade Value Shares
Change
Change in
Stake
SFWC
2026
Strategic Family Wealth Counselors
New Jersey
$236K +$727 +3 +0.3%
MAG
2027
Mayfair Advisory Group
Alabama
$236K +$4.85K +20 +2%
GWSG
2028
GPS Wealth Strategies Group
Colorado
$236K +$60.1K +248 +31%
GWA
2029
GGM Wealth Advisors
Maryland
$236K +$220K +908 New
HIC
2030
Hartline Investment Corp
Illinois
$235K -$2.03M -8,359 -89%
AS
2031
Altshuler Shaham
Israel
$235K -$7.76K -32 -3%
FNWM
2032
Financial Network Wealth Management
Utah
$235K +$1.45K +6 +0.6%
LA
2033
Latitude Advisors
Florida
$235K +$9.21K +38 +4%
PP
2034
Pegasus Partners
Wisconsin
$235K +$253K +1,042 New
CNB
2035
Camden National Bank
Maine
$234K
RWA
2036
Redmont Wealth Advisors
Illinois
$234K
SC
2037
Schulhoff & Co
Ohio
$234K
BC
2038
Barrett & Company
Rhode Island
$234K +$215K +889 New
SPFA
2039
Summit Place Financial Advisors
New Jersey
$233K
FAG
2040
Financial Advisory Group
Texas
$233K +$242 +1 +0.1%
SA
2041
Syntax Advisors
New York
$233K +$7.76K +32 +3%
VCG
2042
Vantage Consulting Group
Virginia
$233K +$7.76K +32 +3%
MWM
2043
Marion Wealth Management
Pennsylvania
$231K
TAM
2044
Trillium Asset Management
Massachusetts
$231K
TPA
2045
Trivium Point Advisory
Connecticut
$230K -$7.03K -29 -3%
JSW
2046
Journey Strategic Wealth
New Jersey
$230K +$247K +1,020 New
PWM
2047
Prentice Wealth Management
New York
$229K +$247K +1,017 New
LWMG
2048
Levy Wealth Management Group
Pennsylvania
$229K +$247K +1,018 New
CAM
2049
Cubic Asset Management
Massachusetts
$228K
LFG
2050
Lockerman Financial Group
California
$228K