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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2026
Jessup Wealth Management
Ohio
$6.48K +$6.19K +217 New
CWM
2027
Consultiva Wealth Management
Puerto Rico
$6.22K -$13.7K -480 -70%
NL
2028
Navalign LLC
California
$6.19K +$5.91K +207 New
Q1WB
2029
Quest 10 Wealth Builders
Virginia
$6.1K -$1.23K -43 -17%
TC
2030
Truvestments Capital
Florida
$6.08K -$362K -12,695 -98%
IIM
2031
IFC & Insurance Marketing
California
$6K +$5.56K +195 New
OPTFSNA
2032
Old Point Trust & Financial Services N A
Virginia
$5.98K -$5.19K -182 -48%
YP
2033
YANKCOM Partnership
South Dakota
$5.98K +$5.71K +200 New
GWM
2034
Gilpin Wealth Management
Colorado
$5.92K +$5.65K +198 New
WPWM
2035
Western Pacific Wealth Management
Illinois
$5.83K -$183K -6,418 -97%
FG
2036
Fairman Group
Pennsylvania
$5.53K – – –
PWA
2037
Principia Wealth Advisory
Texas
$5.44K +$1.66K +58 +47%
CWP
2038
Clark Wealth Partners
Illinois
$5.41K – – –
GF
2039
GGM Financials
Ohio
$5.33K +$57 +2 +1%
MTIC
2040
Missouri Trust & Investment Company
Missouri
$5.29K – – –
BHWM
2041
Bay Harbor Wealth Management
Maryland
$5.2K +$57 +2 +1%
IPS
2042
Investors Portfolio Services
Washington
$5.1K +$4.88K +171 New
FIA
2043
FNY Investment Advisers
New York
$5K +$5.71K +200 New
RWM
2044
RMG Wealth Management
Wisconsin
$4.95K – – –
ACM
2045
Anfield Capital Management
California
$4.93K – – –
OCM
2046
Orion Capital Management
California
$4.9K -$1.11K -39 -19%
SHIM
2047
Stone House Investment Management
Pennsylvania
$4.9K +$4.14K +145 +763%
WCM
2048
Westend Capital Management
California
$4.87K +$4.65K +163 New
AIM
2049
Arcadia Investment Management
Michigan
$4.81K – – –
KCM
2050
Key Capital Management
Tennessee
$4.69K +$4.48K +157 New
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