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Name Holding Trade Value Shares
Change
Change in
Stake
XWM
2026
Xcel Wealth Management
Florida
$421K -$13.6K -50 -3%
PCP
2027
Proficio Capital Partners
Massachusetts
$420K +$34.3K +126 +9%
SIM
2028
SSI Investment Management
California
$419K -$1.64K -6 -0.4%
HS
2029
Horan Securities
United States
$419K +$34.9K +128 +10%
PO
2030
Private Ocean
California
$418K
WCFA
2031
Walkner Condon Financial Advisors
Wisconsin
$418K +$33.5K +123 +9%
BFC
2032
Bedel Financial Consulting
Indiana
$418K +$1.36K +5 +0.3%
RPCONE
2033
Retirement Planning Company of New England
Rhode Island
$417K +$19.6K +72 +5%
MTWM
2034
Masso Torrence Wealth Management
New Jersey
$416K +$394K +1,446 New
NFG
2035
Nadler Financial Group
Illinois
$416K +$1.64K +6 +0.4%
IW
2036
Imprint Wealth
South Carolina
$416K +$113K +416 +42%
OC
2037
Oakworth Capital
Alabama
$416K +$198K +728 +102%
PWMG
2038
Provence Wealth Management Group
California
$416K +$42K +154 +12%
CST
2039
Charles Schwab Trust
Nevada
$416K
SWP
2040
Semus Wealth Partners
Florida
$415K -$16.6K -61 -4%
BIG
2041
Builder Investment Group
Georgia
$415K
FAN
2042
Financial Advisors Network
California
$415K -$3K -11 -0.8%
AI
2043
Accredited Investors
Minnesota
$414K -$8.99K -33 -2%
HDIM
2044
Hanson & Doremus Investment Management
Vermont
$414K
FFBTD
2045
First Financial Bank - Trust Division
Ohio
$413K -$32.2K -118 -8%
GFPC
2046
Global Financial Private Client
Florida
$412K +$5.18K +19 +1%
TAM
2047
Townsend Asset Management
North Carolina
$412K
GLA
2048
Good Life Advisors
Pennsylvania
$412K -$34.3K -126 -8%
HT
2049
Headlands Technologies
Illinois
$412K -$341K -1,250 -47%
KPWG
2050
KFA Private Wealth Group
Virginia
$411K +$26.2K +96 +7%