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Name Holding Trade Value Shares
Change
Change in
Stake
IFPG
2026
Intrepid Financial Planning Group
Indiana
$468K
SWMG
2027
Signature Wealth Management Group
Georgia
$468K +$297K +1,002 +126%
CAM
2028
Cozad Asset Management
Illinois
$468K +$29.7K +100 +6%
SA
2029
Scarborough Advisors
Maryland
$468K -$11.9K -40 -2%
LF
2030
Lantz Financial
Illinois
$467K +$65.3K +220 +14%
BFC
2031
Bedel Financial Consulting
Indiana
$467K +$19.6K +66 +5%
CSC
2032
Caldwell Sutter Capital
California
$464K -$297 -1 -0.1%
WAOTB
2033
Wealth Advisors of Tampa Bay
Florida
$462K +$76.3K +257 +17%
MWM
2034
Merriman Wealth Management
Washington
$460K +$1.19K +4 +0.2%
S
2035
Sachetta
Massachusetts
$460K -$30.9K -104 -6%
DTC
2036
Davidson Trust Company
Washington
$460K -$11.9K -40 -2%
KWAG
2037
Kiely Wealth Advisory Group
North Carolina
$459K
ACM
2038
Arcataur Capital Management
Wisconsin
$458K
DAM
2039
Doheny Asset Management
California
$457K -$29.7K -100 -5%
PWM
2040
Prentice Wealth Management
New York
$457K +$42.1K +142 +9%
NAS
2041
Nicolet Advisory Services
Wisconsin
$457K -$18.4K -62 -3%
KLWA
2042
Kelly Lawrence W & Associates
California
$456K
CPC
2043
Consolidated Planning Corp
Georgia
$456K -$227K -766 -30%
SSW
2044
Stone Summit Wealth
Florida
$455K +$297 +1 +0.1%
TIP
2045
Tandem Investment Partners
New Jersey
$455K +$518K +1,747 New
SXL
2046
Summit X LLC
Missouri
$455K +$518K +1,745 New
BFG
2047
Bouchey Financial Group
New York
$455K +$2.08K +7 +0.4%
MCM
2048
Monument Capital Management
Virginia
$454K -$107K -359 -17%
FCM
2049
Fortis Capital Management
Washington
$453K +$22K +74 +4%
FIM
2050
Fruth Investment Management
Texas
$453K -$11K -37 -2%