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Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
2026
Hartford Financial Management
Connecticut
$965K -$130K -1,560 -13%
PAM
2027
Peak Asset Management
Colorado
$965K -$35K -420 -4%
KM
2028
Kalos Management
Georgia
$962K -$216K -2,600 -19%
LFA
2029
Legacy Financial Advisors
Kentucky
$962K +$343K +4,120 +62%
BCWM
2030
Bartlett & Co Wealth Management
Ohio
$954K +$30K +360 +3%
BC
2031
Bartlett & Co
Ohio
$954K +$30K +360 +3%
RI
2032
Ridgewood Investments
New Jersey
$952K -$4.99K -60 -0.6%
KLCM
2033
KG&L Capital Management
Louisiana
$952K +$225K +2,700 +34%
WMA
2034
Wealth Management Associates
New Jersey
$949K +$94.9K +1,140 +12%
JWM
2035
JGP Wealth Management
Oregon
$946K +$9.99K +120 +1%
AIIMS
2036
Analyst IMS Investment Management Services
Israel
$944K – – –
P
2037
&Partners
Tennessee
$944K – – –
FI
2038
Financial Insights
Washington
$944K +$11.7K +140 +1%
DDPIC
2039
Deroy & Devereaux Private Investment Counsel
Michigan
$937K -$16.6K -200 -2%
TCM
2040
Tributary Capital Management
Nebraska
$935K -$33.3K -400 -4%
MSS
2041
Mitchell Sinkler & Starr
Pennsylvania
$935K +$138K +1,660 +19%
LFG
2042
Larson Financial Group
Missouri
$930K -$8.32K -100 -0.9%
WCM
2043
Wedge Capital Management
North Carolina
$930K +$18.3K +220 +2%
BFPW
2044
BOK Financial Private Wealth
Colorado
$928K +$51.6K +620 +6%
LA
2045
LexAurum Advisors
Kansas
$928K +$206K +2,480 +31%
HWA
2046
Heritage Wealth Advisors
Virginia
$928K – – –
SFSG
2047
Stearns Financial Services Group
North Carolina
$917K -$56.6K -680 -6%
MFW
2048
Mosaic Family Wealth
Missouri
$917K -$11.7K -140 -1%
WG
2049
Welch Group
Alabama
$917K +$26.6K +320 +3%
LFA
2050
Legend Financial Advisors
Pennsylvania
$916K -$9.99K -120 -1%
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