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Name Holding Trade Value Shares
Change 		Change in
Stake
GA
2026
GoalVest Advisory
New York
$38.1K – – –
UCB
2027
United Community Bank
South Carolina
$38.1K – – –
AWM
2028
Ameliora Wealth Management
Switzerland
$38.1K +$32.7K +200 New
RWMH
2029
Riverpoint Wealth Management Holdings
Illinois
$38.1K +$32.7K +200 New
AWM
2030
Abound Wealth Management
Tennessee
$37.7K +$13.4K +82 +71%
GG
2031
Gleason Group
Kentucky
$36.5K -$180K -1,100 -85%
BIA
2032
Bell Investment Advisors
California
$36.4K +$2.29K +14 +8%
CWC
2033
Carolinas Wealth Consulting
North Carolina
$33.5K +$981 +6 +4%
TIM
2034
Tortoise Investment Management
New York
$33.3K – – –
TWD
2035
True Wealth Design
Ohio
$33K +$28.3K +173 New
WWP
2036
WR Wealth Planners
Missouri
$32.2K – – –
MIM
2037
Macroview Investment Management
Maryland
$31.6K +$13.6K +83 +100%
RWPA
2038
Richard W. Paul & Associates
Michigan
$30.3K +$26K +159 New
RG
2039
Retirement Group
California
$30K -$81.6K -499 -76%
AF
2040
Arrow Financial
New York
$30K – – –
SFG
2041
Steward Financial Group
Texas
$30K +$25.8K +158 New
AAMA
2042
Advanced Asset Management Advisors
Ohio
$29.3K +$25.2K +154 New
MFG
2043
Mendota Financial Group
Wisconsin
$28.6K +$24.5K +150 New
NMG
2044
New Millennium Group
Utah
$27.6K -$4.09K -25 -15%
BBPWM
2045
Blue Bell Private Wealth Management
Pennsylvania
$27K – – –
CWAF
2046
Core Wealth Advisors (Florida)
Florida
$26.8K – – –
PFG
2047
Piershale Financial Group
Illinois
$26.7K +$22.9K +140 New
SC
2048
Sierra Capital
Florida
$26K +$1.31K +8 +6%
GFWA
2049
Grey Fox Wealth Advisors
Delaware
$25K +$21.4K +131 New
DWMG
2050
DB Wealth Management Group
California
$24.8K – – –
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