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Name Holding Trade Value Shares
Change 		Change in
Stake
HCWM
2026
Hidden Cove Wealth Management
Washington
$275K +$231K +2,085 New
SWRP
2027
Summit Wealth & Retirement Planning
California
$274K +$230K +2,079 New
MA
2028
MBA Advisors
Pennsylvania
$274K +$230K +2,074 New
IWA
2029
IBEX Wealth Advisors
New Jersey
$274K +$230K +2,073 New
VC
2030
Veracity Capital
Georgia
$273K -$13.5K -122 -6%
FDDB
2031
Fidelity D&D Bancorp
Pennsylvania
$273K -$9.63K -87 -4%
HL
2032
HeadInvest LLC
Maine
$273K -$41.5K -375 -15%
TWM
2033
Tripletail Wealth Management
Florida
$272K -$1.66K -15 -0.7%
ONST
2034
Old North State Trust
North Carolina
$272K +$228K +2,062 New
PWS
2035
Peloton Wealth Strategists
Indiana
$271K +$227K +2,052 New
CNBTD
2036
Citizens National Bank Trust Department
Mississippi
$271K -$14K -126 -6%
SI
2037
Seeds Investor
New York
$270K +$252K +2,276 New
SFO
2038
Stenger Family Office
Illinois
$270K +$227K +2,047 New
TAM
2039
Townsend Asset Management
North Carolina
$270K +$227K +2,047 New
MPWS
2040
McCarter Private Wealth Services
Massachusetts
$269K +$226K +2,040 New
RBWA
2041
RFG - Bristol Wealth Advisors
Massachusetts
$269K +$226K +2,037 New
AAM
2042
Aureus Asset Management
Massachusetts
$267K +$224K +2,026 New
AR
2043
Altar Rock
New York
$267K +$224K +2,025 New
PM
2044
Penbrook Management
New York
$267K +$224K +2,025 New
IWN
2045
Independent Wealth Network
Iowa
$266K +$223K +2,018 New
CFCI
2046
Comprehensive Financial Consultants Institutional
Indiana
$266K +$223K +2,017 New
MFT
2047
Moisand Fitzgerald Tamayo
Florida
$266K -$221 -2 -0.1%
OPWM
2048
Oregon Pacific Wealth Management
Oregon
$266K -$44.2K -399 -17%
WPC
2049
Waters Parkerson & Co
Louisiana
$266K -$14.7K -133 -6%
SOW
2050
State of Wyoming
Wyoming
$266K +$223K +2,012 New
80 81
82
83 84