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Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
2026
Plante Moran Financial Advisors
Michigan
$29.6K -$3.26K -10 -10%
NWM
2027
Nova Wealth Management
Florida
$29K -$3.26K -10 -11%
PF
2028
PlanVest Financial
Maryland
$28.6K – – –
SSG
2029
Summit Securities Group
New York
$28.6K +$7.83K +24 +40%
FFA
2030
Frazier Financial Advisors
Ohio
$27.9K – – –
BFS
2031
Bare Financial Services
Pennsylvania
$27.9K +$8.48K +26 +46%
BWM
2032
Bullock Wealth Management
Indiana
$27.8K – – –
CFM
2033
Cornerstone Financial Management
Massachusetts
$26.9K +$7.18K +22 +39%
WAG
2034
Wilkerson Advisory Group
Missouri
$26.2K +$2.28K +7 +10%
HIA
2035
Highland Investment Advisors
Florida
$26K +$24.8K +76 New
CH
2036
Canton Hathaway
Rhode Island
$25.9K – – –
DWM
2037
Darwin Wealth Management
Florida
$25.9K – – –
DF
2038
Downshift Financial
Colorado
$25.9K +$24.8K +76 New
PAM
2039
Parvin Asset Management
South Dakota
$25.6K – – –
DF
2040
Dunhill Financial
United Kingdom
$25K +$10.8K +33 +83%
EF
2041
Entrust Financial
Pennsylvania
$24.9K -$326 -1 -1%
BDPWM
2042
Barnes Dennig Private Wealth Management
Ohio
$24.5K +$1.63K +5 +7%
IWM
2043
IMG Wealth Management
Florida
$24.5K +$4.24K +13 +22%
TTIC
2044
Tower Trust & Investment Company
Iowa
$24.5K – – –
RWM
2045
Raffa Wealth Management
District of Columbia
$23.9K +$2.61K +8 +13%
LI
2046
Louisbourg Investments
New Brunswick, Canada
$23.9K +$22.8K +70 New
BFPW
2047
BOK Financial Private Wealth
Colorado
$23.2K +$4.89K +15 +28%
GTAM
2048
Global Trust Asset Management
Florida
$23.2K – – –
MMCM
2049
Murphy & Mullick Capital Management
New York
$23.2K – – –
HCA
2050
Harbor Capital Advisors
Illinois
$23K -$326 -1 -1%
80 81
82
83 84