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Name Holding Trade Value Shares
Change
Change in
Stake
TW
2026
TritonPoint Wealth
Maryland
$435K +$18.4K +63 +4%
GJWM
2027
Gilliland Jeter Wealth Management
Arkansas
$434K +$19.3K +66 +5%
CFA
2028
CWS Financial Advisors
Michigan
$433K -$10.2K -35 -2%
CCG
2029
Chatham Capital Group
Georgia
$432K
USB
2030
Union Savings Bank
Connecticut
$432K -$35.4K -121 -7%
MCWS
2031
McKinley Carter Wealth Services
West Virginia
$430K -$5.85K -20 -1%
NG
2032
Northstar Group
New York
$430K -$23.4K -80 -5%
DWM
2033
Defined Wealth Management
Oregon
$430K -$293 -1 -0.1%
DFS
2034
Dixon Fnancial Services
California
$428K
AFA
2035
American Financial Advisors
Georgia
$428K +$89K +304 +25%
FSA
2036
Financial Security Advisor
Virginia
$427K -$19K -65 -4%
KWAG
2037
Kiely Wealth Advisory Group
North Carolina
$427K
NPT
2038
Nixon Peabody Trust
Massachusetts
$426K -$15.2K -52 -3%
PDM
2039
Penn Davis McFarland
Texas
$426K
OFS
2040
Orrstown Financial Services
Pennsylvania
$426K
ONST
2041
Old North State Trust
North Carolina
$425K +$437K +1,495 New
DIA
2042
Dana Investment Advisors
Wisconsin
$425K +$64.4K +220 +17%
FOA
2043
Five Oceans Advisors
California
$424K -$2.63K -9 -0.6%
NB
2044
Northwest Bancshares
Pennsylvania
$424K +$27.5K +94 +7%
WBC
2045
West Branch Capital
Massachusetts
$424K -$60K -205 -12%
SWM
2046
SFG Wealth Management
Maryland
$422K
CA
2047
Crewe Advisors
Utah
$422K +$435K +1,485 New
LEA
2048
Legacy Edge Advisors
New York
$421K -$17K -58 -4%
BAAM
2049
Baker Avenue Asset Management
California
$421K +$4.68K +16 +1%
SP
2050
Successful Portfolios
Florida
$419K -$36.9K -126 -8%