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Name Holding Trade Value Shares
Change 		Change in
Stake
GWSA
2026
Global Wealth Strategies & Associates
Colorado
$86.7K -$14.5K -70 -15%
BWM
2027
Baystate Wealth Management
Massachusetts
$85.9K +$623 +3 +0.7%
PB
2028
Pinnacle Bancorp
Nebraska
$85.4K -$20.8K -100 -20%
SA
2029
SRH Advisors
Kansas
$85K – – –
HCM
2030
Hollencrest Capital Management
California
$84.2K +$5.61K +27 +7%
VWM
2031
Valley Wealth Managers
New Jersey
$82.4K -$81.4K -392 -50%
M1FG
2032
Mach-1 Financial Group
Arkansas
$82.2K +$86K +414 New
MFT
2033
Moisand Fitzgerald Tamayo
Florida
$80.9K -$1.04K -5 -1%
DWMG
2034
DB Wealth Management Group
California
$80.7K +$51.9K +250 +192%
KFS
2035
Kelly Financial Services
Massachusetts
$80.6K – – –
CWP
2036
Concord Wealth Partners
Virginia
$79.7K – – –
JFG
2037
JDM Financial Group
Texas
$78.6K – – –
HBW
2038
Hazlett, Burt & Watson
West Virginia
$78K – – –
TFP
2039
Tilia Fiduciary Partners
North Carolina
$77.4K -$1.66K -8 -2%
IUHSA
2040
Itau Unibanco Holding S.A.
Brazil
$75.6K +$74K +356 New
OLVIG
2041
Oliver Lagore Vanvalin Investment Group
Michigan
$75.4K -$6.23K -30 -8%
LWANC
2042
Laurel Wealth Advisors (North Carolina)
North Carolina
$70.1K – – –
BHWM
2043
Beaird Harris Wealth Management
Texas
$69.7K -$14.8K -71 -18%
CWAF
2044
Core Wealth Advisors (Florida)
Florida
$69.4K +$38.6K +186 +132%
FPFS
2045
First Personal Financial Services
North Carolina
$68.8K – – –
CWM
2046
CarsonAllaria Wealth Management
Illinois
$68.3K -$10.4K -50 -13%
RBC
2047
Roble Belko & Company
Pennsylvania
$68K -$208 -1 -0.3%
CB
2048
Centennial Bank
Arkansas
$67.1K – – –
FRA
2049
Front Row Advisors
California
$66K – – –
CWM
2050
Cranbrook Wealth Management
Michigan
$65K – – –
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