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Name Holding Trade Value Shares
Change
Change in
Stake
DE
2026
Diversified Enterprises
Delaware
$644K -$7.13K -20 -1%
SAM
2027
Sompo Asset Management
Japan
$644K +$7.13K +20 +1%
CWM
2028
Cornerstone Wealth Management
Missouri
$643K -$101K -284 -13%
BFWA
2029
Benchmark Financial Wealth Advisors
Florida
$643K +$177K +496 +37%
WI
2030
WrapManager Inc
California
$641K -$22.5K -63 -3%
CCA
2031
Clearwater Capital Advisors
Illinois
$640K
AAA
2032
American Alpha Advisors
New York
$638K +$25.7K +72 +4%
GSWM
2033
Golden State Wealth Management
California
$636K -$6.77K -19 -1%
WFI
2034
West Family Investments
California
$634K -$200K -561 -24%
WIC
2035
Woodmont Investment Counsel
Tennessee
$633K -$8.91K -25 -1%
KC
2036
Knuff & Co
California
$633K
PC
2037
Payne Capital
Oregon
$633K
GCM
2038
Gibraltar Capital Management
Oklahoma
$630K -$74.2K -208 -10%
DE
2039
Defiance ETFs
New York
$629K +$637K +1,788 New
LBWM
2040
Left Brain Wealth Management
Illinois
$629K -$5.35K -15 -0.8%
SP
2041
SmartHarvest Portfolios
Washington
$627K -$132K -370 -17%
LWMNY
2042
Landmark Wealth Management (New York)
New York
$626K +$635K +1,780 New
SFG
2043
Sovereign Financial Group
Connecticut
$626K +$15.7K +44 +3%
CA
2044
COFG Advisors
Illinois
$626K +$3.56K +10 +0.6%
4WM
2045
44 Wealth Management
Oregon
$626K -$6.06K -17 -0.9%
DI
2046
Diligent Investors
California
$622K
ASCM
2047
Adkins Seale Capital Management
Louisiana
$622K
MIM
2048
Merrion Investment Management
New Jersey
$622K
OFG
2049
Oxford Financial Group
Indiana
$619K -$21.7K -61 -3%
CWP
2050
Cyndeo Wealth Partners
Florida
$619K -$8.57M -24,041 -93%