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Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
2026
Quaker Wealth Management
New Jersey
$107K +$107K +1,192 New
M
2027
MOTCO
Texas
$106K +$18K +200 +22%
MSG
2028
Main Street Group
Virginia
$106K -$900 -10 -0.8%
CIA
2029
Cape Investment Advisory
Georgia
$106K +$15.2K +169 +17%
TWD
2030
True Wealth Design
Ohio
$105K -$185K -2,060 -64%
MEG
2031
Millstone Evans Group
Colorado
$105K -$3.78K -42 -3%
CA
2032
Centerpoint Advisors
Massachusetts
$102K +$540 +6 +0.5%
OW
2033
Olistico Wealth
Oklahoma
$101K +$76.7K +853 +317%
FPB
2034
First PREMIER Bank
South Dakota
$100K – – –
ATC
2035
Advantage Trust Company
Kansas
$98.1K +$90K +1,000 +1,075%
CPG
2036
Cornerstone Planning Group
New Jersey
$98K -$20.1K -223 -18%
MAFA
2037
MJT & Associates Financial Advisory
Minnesota
$97.6K – – –
OP
2038
ORG Partners
Indiana
$97.2K +$57.2K +636 +150%
FGC
2039
Financial Gravity Companies
Texas
$94.2K +$94.5K +1,050 New
DF
2040
DecisionPoint Financial
Arizona
$93.5K +$1.44K +16 +2%
GIA
2041
GHP Investment Advisors
Colorado
$92.1K +$9.09K +101 +11%
ACA
2042
American Capital Advisory
Idaho
$90.2K +$180 +2 +0.2%
DLMC
2043
Delaware Ladera Management Company
Massachusetts
$89.7K – – –
SCM
2044
Silvant Capital Management
Georgia
$89.7K – – –
CA
2045
Crewe Advisors
Utah
$88.8K -$2.88K -32 -3%
VWA
2046
VSM Wealth Advisory
Maryland
$88.1K – – –
KWM
2047
Kiker Wealth Management
Georgia
$87.8K -$22.9K -255 -21%
PW
2048
Pandora Wealth
Illinois
$87.8K – – –
WTA
2049
Washington Trust Advisors
Massachusetts
$86.3K +$23.8K +265 +38%
FWM
2050
FSA Wealth Management
Massachusetts
$86.3K -$6.39K -71 -7%
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83 84