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Name Holding Trade Value Shares
Change
Change in
Stake
VPP
2026
Vertex Planning Partners
Illinois
$443K +$4.06K +14 +0.9%
SFA
2027
Seneca Financial Advisors
New York
$442K
CAC
2028
Certified Advisory Corp
Florida
$442K +$2.61K +9 +0.6%
FBT
2029
First Bankers Trust
Kentucky
$441K
SFG
2030
Sunburst Financial Group
Alabama
$441K
FNC
2031
First National Corp
Massachusetts
$439K -$144K -497 -25%
CAAS
2032
Capital Asset Advisory Services
Michigan
$439K +$290 +1 +0.1%
GIM
2033
Groesbeck Investment Management
New Jersey
$439K +$18.3K +63 +4%
KWM
2034
KW Wealth Management
California
$437K +$449K +1,549 New
JF
2035
JSF Financial
California
$437K -$427K -1,471 -49%
ALA
2036
Atlas Legacy Advisors
California
$436K +$76.9K +265 +21%
TCM
2037
Triumph Capital Management
Colorado
$435K +$165K +569 +58%
AFWM
2038
Abich Financial Wealth Management
Virginia
$435K +$447K +1,541 New
FFA
2039
Founders Financial Alliance
North Carolina
$434K -$12.8K -44 -3%
ACA
2040
Aspire Capital Advisors
Washington
$434K +$3.19K +11 +0.7%
SMA
2041
Seven Mile Advisory
New Jersey
$434K +$199K +687 +81%
MKA
2042
M. Kulyk & Associates
Georgia
$434K -$6.38M -21,991 -93%
CB
2043
Centennial Bank
Arkansas
$433K -$180K -620 -29%
NG
2044
Novem Group
New York
$433K +$87K +300 +24%
KOCAA
2045
Knights of Columbus Asset Advisors
Connecticut
$431K +$419K +1,445 +1,720%
SFS
2046
Security Financial Services
Indiana
$430K -$2.32K -8 -0.5%
VCAM
2047
Van Cleef Asset Management
Ohio
$430K -$5.8K -20 -1%
WMA
2048
West Michigan Advisors
Michigan
$430K +$32.2K +111 +8%
KFGK
2049
Keystone Financial Group (Kentucky)
Kentucky
$429K +$18K +62 +4%
KFS
2050
Kaizen Financial Strategies
California
$429K -$93.4K -322 -19%