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Name Holding Trade Value Shares
Change
Change in
Stake
SFM
2026
Signet Financial Management
New Jersey
$3.45M +$334K +3,452 +12%
KMWM
2027
Keudell/Morrison Wealth Management
Oregon
$3.44M +$376K +3,888 +13%
OIM
2028
Oder Investment Management
California
$3.44M +$118K +1,219 +4%
MSS
2029
Mitchell Sinkler & Starr
Pennsylvania
$3.44M +$251K +2,600 +8%
HWA
2030
Heritage Wealth Advisors
Virginia
$3.44M -$68.5K -709 -2%
GSC
2031
Grey Street Capital
Illinois
$3.43M +$3.21M +33,221 New
WAG
2032
Winthrop Advisory Group
Massachusetts
$3.43M -$34.4K -356 -1%
KOC
2033
Koss-Olinger Consulting
Florida
$3.43M +$2.32M +23,974 +261%
FNBOMD
2034
First National Bank of Mount Dora
Florida
$3.42M -$231K -2,395 -7%
SCM
2035
SOL Capital Management
Maryland
$3.42M +$244K +2,522 +8%
ANB
2036
Amarillo National Bank
Texas
$3.42M +$966 +10 +0%
CC
2037
Commons Capital
Massachusetts
$3.42M -$173K -1,793 -5%
MMPW
2038
Mitchell McLeod Pugh & Williams
Alabama
$3.41M +$70.7K +732 +2%
CPC
2039
Consolidated Planning Corp
Georgia
$3.4M +$1.84M +19,054 +137%
UBG
2040
United Bank (Georgia)
Georgia
$3.39M +$228K +2,364 +8%
RA
2041
RiverPark Advisors
New York
$3.39M -$714K -7,390 -18%
MG
2042
Mather Group
Illinois
$3.38M +$1.55K +16 +0%
WA
2043
Waverly Advisors
Alabama
$3.36M +$524K +5,422 +20%
WEG
2044
World Equity Group
Illinois
$3.36M +$1.39M +14,393 +37%
WWM
2045
Westwood Wealth Management
California
$3.35M -$332K -3,435 -10%
AWM
2046
Adams Wealth Management
Utah
$3.32M +$1.02M +10,594 +49%
AFP
2047
Ausdal Financial Partners
Iowa
$3.32M +$70.4K +729 +2%
BWA
2048
Blodgett Wealth Advisors
California
$3.32M -$232K -2,400 -7%
BHPW
2049
Beverly Hills Private Wealth
California
$3.31M +$224K +2,314 +8%
SG
2050
Somerset Group
Minnesota
$3.31M