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Name Holding Trade Value Shares
Change
Change in
Stake
POIA
2026
Pin Oak Investment Advisors
Texas
$17K – – –
CI
2027
Cordant Inc
Oregon
$17K +$16.6K +92 New
DWMG
2028
DB Wealth Management Group
California
$15K – – –
WAS
2029
Winch Advisory Services
Wisconsin
$14K -$4.33K -24 -24%
OSNBOA
2030
Old Second National Bank of Aurora
Illinois
$13K – – –
AW
2031
Alaethes Wealth
Nevada
$12K – – –
CP
2032
Corbenic Partners
Pennsylvania
$12K – – –
JWM
2033
Janiczek Wealth Management
Colorado
$11K +$5.6K +31 +103%
ARIS
2034
Advanced Research Investment Solutions
California
$11K +$10.5K +58 New
AWM
2035
Activest Wealth Management
Florida
$10K – – –
PPWM
2036
PFG Private Wealth Management
Florida
$10K – – –
DI
2037
Disciplined Investments
Oklahoma
$10K +$8.31K +46 +920%
GKIM
2038
GW&K Investment Management
Massachusetts
$10K +$9.21K +51 New
ACM
2039
Antonetti Capital Management
Florida
$9K -$587K -3,250 -98%
RG
2040
Retirement Group
California
$9K – – –
DBG
2041
De Burlo Group
Massachusetts
$8.41K +$8.13K +45 New
HCM
2042
Horrell Capital Management
Arkansas
$8K – – –
TFGT
2043
TS Financial Group (TSFG)
Illinois
$8K – – –
LS
2044
Leelyn Smith
Illinois
$8K +$8.13K +45 New
CWC
2045
Carolinas Wealth Consulting
North Carolina
$7K -$361 -2 -5%
MS
2046
Mizuho Securities
Japan
$7K – – –
HF
2047
Halpern Financial
Virginia
$6.73K -$18.1K -100 -74%
Credit Agricole
2048
Credit Agricole
France
$6K -$4.55M -25,212 -100%
GCM
2049
Gables Capital Management
Florida
$6K +$5.42K +30 New
BWP
2050
Baldwin Wealth Partners
Massachusetts
$5K +$5.06K +28 New