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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
2026
Blume Capital Management
California
$11K – – –
IWP
2027
IAG Wealth Partners
Wisconsin
$11K – – –
BDWM
2028
Brewin Dolphin Wealth Management
Ireland
$11K – – –
RFWA
2029
RPg Family Wealth Advisory
Massachusetts
$10.3K – – –
MRCM
2030
M&R Capital Management
New Jersey
$10K -$100K -450 -90%
RA
2031
Rational Advisors
New York
$10K +$10.5K +47 New
SC
2032
Solstein Capital
California
$9K – – –
SSC
2033
Syverson Strege & Co
Iowa
$8K – – –
NL
2034
NVWM LLC
Pennsylvania
$7K -$887K -3,978 -99%
CT
2035
Clearstead Trust
Maine
$7K – – –
HWM
2036
Holloway Wealth Management
Florida
$7K – – –
MFA
2037
McClarren Financial Advisors
Pennsylvania
$7K – – –
CAM
2038
Close Asset Management
United Kingdom
$7K +$6.69K +30 New
CYG
2039
Clean Yield Group
Vermont
$6K – – –
SFA
2040
Semmax Financial Advisors
North Carolina
$5K – – –
FBT
2041
First Bank & Trust
South Dakota
$4K – – –
FCAS
2042
First Command Advisory Services
Texas
$4K +$4.46K +20 New
LAS
2043
Lloyd Advisory Services
Georgia
$3K -$892 -4 -24%
CIR
2044
Clear Investment Research
Georgia
$2K -$223 -1 -9%
EAM
2045
Eukles Asset Management
Ohio
$2K – – –
GTAM
2046
Global Trust Asset Management
Florida
$2K – – –
ICM
2047
Islay Capital Management
Texas
$2K – – –
RCC
2048
Red Cedar Capital
Nebraska
$2K – – –
RTL
2049
Red Tortoise LLC
Georgia
$2K +$3.12K +14 New
DWA
2050
Delos Wealth Advisors
Texas
$1K -$178K -799 -100%