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