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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
2026
Lowe Wealth Advisors
Maryland
$39.5K
IHWM
2027
Iron Horse Wealth Management
Iowa
$39.3K -$1.57K -10 -4%
EPIMS
2028
Evelyn Partners Investment Management Services
$38.8K +$34.4K +219 New
MMCM
2029
Murphy & Mullick Capital Management
New York
$37.7K +$33.4K +213 New
NWWA
2030
New Wave Wealth Advisors
Arkansas
$37.5K +$33.3K +212 New
TAM
2031
Tucker Asset Management
Colorado
$37.3K +$22.6K +144 +215%
LIS
2032
Legacy Investment Solutions
Idaho
$37K +$31.4K +200 +5,000%
LWMI
2033
Legacy Wealth Management (Idaho)
Idaho
$37K +$31.4K +200 +5,000%
CWP
2034
Clark Wealth Partners
Illinois
$36.6K +$32.5K +207 New
WPA
2035
West Paces Advisors
Georgia
$36.3K
BFS
2036
Bare Financial Services
Pennsylvania
$36.3K +$22K +140 +215%
BHWM
2037
Beaird Harris Wealth Management
Texas
$35.9K
B
2038
Birchbrook
Maine
$35.9K
KWAG
2039
Kiely Wealth Advisory Group
North Carolina
$35.7K
APW
2040
Atlantic Private Wealth
North Carolina
$35.4K +$15.7K +100 +100%
CCM
2041
Campbell Capital Management
Florida
$35.4K +$31.4K +200 New
JIC
2042
Juniper Investment Company
New York
$35.4K +$31.4K +200 New
BTD
2043
BankPlus Trust Department
Mississippi
$35K +$31.1K +198 New
KFP
2044
Keener Financial Planning
Texas
$35K
HC
2045
Hurley Capital
New York
$34.8K +$31.4K +200 New
NECFA
2046
New England Capital Financial Advisors
Connecticut
$34.6K -$4.71K -30 -13%
BIA
2047
Bell Investment Advisors
California
$34.2K -$471 -3 -2%
Kayne Anderson Rudnick Investment Management
2048
Kayne Anderson Rudnick Investment Management
California
$33.9K +$16.5K +105 +122%
KFGG
2049
Keystone Financial Group (Georgia)
Georgia
$33.6K +$29.8K +190 New
HCA
2050
Heck Capital Advisors
Wisconsin
$33.3K +$29.5K +188 New