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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2026
Silvant Capital Management
Georgia
$94.5K – – –
FGAM
2027
Financial Gravity Asset Management
Texas
$93.6K +$93.5K +989 New
VWA
2028
VSM Wealth Advisory
Maryland
$92.9K – – –
AI
2029
AXS Investments
New York
$92.8K +$92.7K +981 New
PW
2030
Pandora Wealth
Illinois
$92.5K – – –
CTC
2031
Cetera Trust Company
Minnesota
$92.2K -$30.9K -327 -25%
GKIM
2032
GW&K Investment Management
Massachusetts
$92K +$10K +106 +12%
FWM
2033
FSA Wealth Management
Massachusetts
$91.3K +$378 +4 +0.4%
WTA
2034
Washington Trust Advisors
Massachusetts
$91K – – –
GG
2035
Gleason Group
Kentucky
$90.9K +$756 +8 +0.8%
WOSD
2036
WFA of San Diego
California
$90.3K – – –
SIS
2037
Strategic Investment Solutions
Illinois
$89.9K +$378 +4 +0.4%
OA
2038
Operose Advisors
Wisconsin
$89.5K – – –
CTA
2039
Colonial Trust Advisors
South Carolina
$89.4K – – –
FCMT
2040
Founders Capital Management (Texas)
Texas
$88.2K – – –
PWMG
2041
Prestige Wealth Management Group
New Jersey
$86.7K +$567 +6 +0.7%
CAM
2042
Costello Asset Management
Pennsylvania
$85.1K – – –
SIC
2043
SJS Investment Consulting
Ohio
$83K +$1.32K +14 +2%
CWM
2044
Cranbrook Wealth Management
Michigan
$82.6K +$69.1K +731 +515%
MTIC
2045
Missouri Trust & Investment Company
Missouri
$81.6K – – –
CJ
2046
Caitlin John
Michigan
$81.4K +$81.3K +860 New
PG
2047
Proffitt & Goodson
Tennessee
$81.3K – – –
NFSG
2048
Newbridge Financial Services Group
Florida
$80K +$95 +1 +0.1%
WWM
2049
Wolff Wiese Magana
California
$78.2K -$7.56K -80 -9%
RA
2050
Rise Advisors
New York
$78.2K +$2.46K +26 +3%
80 81
82
83 84