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Name Holding Trade Value Shares
Change
Change in
Stake
BA
2026
Bivin & Associates
Oklahoma
$57K – – –
IHWM
2027
Iron Horse Wealth Management
Iowa
$57K +$3.01K +15 +5%
FPB
2028
First PREMIER Bank
South Dakota
$57K +$45.2K +225 +321%
HWM
2029
HighMark Wealth Management
Minnesota
$55K -$4.01K -20 -6%
WWM
2030
Wolff Wiese Magana
California
$54K – – –
SCA
2031
Sandy Cove Advisors
Massachusetts
$54K +$47.8K +238 +541%
HFM
2032
Harvest Fund Management
China
$53K – – –
SCA
2033
Stuart Chaussee & Associates
California
$52K – – –
SMFG
2034
Sumitomo Mitsui Financial Group
Japan
$52K +$3.01K +15 +6%
TAM
2035
Tucker Asset Management
Colorado
$51.1K +$4.01K +20 +8%
LFA
2036
Level Financial Advisors
New York
$51K – – –
DTIM
2037
Danda Trouve Investment Management
Kansas
$50K -$8.63K -43 -14%
SC
2038
Steph & Co
Wisconsin
$49K – – –
MFT
2039
Moisand Fitzgerald Tamayo
Florida
$48K -$40.3K -201 -45%
CFG
2040
CKW Financial Group
Hawaii
$48K – – –
JEST
2041
JTC Employer Solutions Trustee
Jersey
$48K – – –
VCM
2042
Vigilant Capital Management
Maine
$48K – – –
ACK
2043
Andrew C. Karlinski
$48K +$50.2K +250 New
LWP
2044
Laurel Wealth Planning
Minnesota
$48K +$50.2K +250 New
TCCM
2045
Timber Creek Capital Management
Massachusetts
$47K – – –
AF
2046
Arrow Financial
New York
$44K – – –
MAM
2047
McCarthy Asset Management
California
$44K – – –
WPA
2048
West Paces Advisors
Georgia
$43.7K +$6.62K +33 +17%
FFA
2049
Fairfield Financial Advisors
Massachusetts
$43.1K +$45.2K +225 New
AssetMark Inc
2050
AssetMark Inc
California
$42K -$7.43K -37 -14%