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Name Holding Trade Value Shares
Change 		Change in
Stake
GM
2026
GeoWealth Management
Illinois
$19K -$2.16K -21 -10%
LOIP
2027
Live Oak Investment Partners
Texas
$19K – – –
WAM
2028
Worth Asset Management
Texas
$18.9K +$5.14K +50 +38%
OLVIG
2029
Oliver Lagore Vanvalin Investment Group
Michigan
$18.2K +$2.06K +20 +13%
PAG
2030
Paladin Advisory Group
Iowa
$17.5K – – –
CWAF
2031
Core Wealth Advisors (Florida)
Florida
$15.5K – – –
SC
2032
Stephens Consulting
Michigan
$15.5K – – –
MTIC
2033
Missouri Trust & Investment Company
Missouri
$15.4K +$12.2K +119 +397%
KA
2034
Kozak & Associates
Colorado
$15.4K – – –
DWA
2035
Delos Wealth Advisors
Texas
$15.3K +$103 +1 +0.7%
NRG
2036
Nemes Rush Group
Michigan
$14.9K +$14.8K +144 New
CT
2037
Clearstead Trust
Maine
$14.9K – – –
CFFP
2038
Center for Financial Planning
Michigan
$14.8K – – –
NL
2039
NVWM LLC
Pennsylvania
$14.8K – – –
WTA
2040
Washington Trust Advisors
Massachusetts
$14.7K – – –
TFP
2041
Tilia Fiduciary Partners
North Carolina
$14.6K – – –
CWM
2042
CarsonAllaria Wealth Management
Illinois
$14K – – –
RA
2043
Rise Advisors
New York
$13.9K -$5.45K -53 -28%
FP
2044
Financial Perspectives
Minnesota
$13.4K – – –
JFG
2045
JDM Financial Group
Texas
$13.1K – – –
FFL
2046
Financial Freedom LLC
Ohio
$12.9K – – –
MIM
2047
Macroview Investment Management
Maryland
$12.8K – – –
WBC
2048
West Branch Capital
Massachusetts
$12.7K – – –
HFM
2049
Hartford Financial Management
Connecticut
$12.3K – – –
HWM
2050
HighMark Wealth Management
Minnesota
$12.2K +$2.26K +22 +23%
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