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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2026
Connecticut Wealth Management
Connecticut
$216K -$86.7K -403 -28%
Wealth Enhancement Advisory Services
2027
Wealth Enhancement Advisory Services
Minnesota
$216K -$29.1K -135 -12%
VC
2028
Veracity Capital
Georgia
$216K -$6.03K -28 -3%
NWM
2029
NEIRG Wealth Management
Massachusetts
$216K +$43.3K +201 +25%
MMPW
2030
Mitchell McLeod Pugh & Williams
Alabama
$215K -$3.23K -15 -1%
TWM
2031
Triton Wealth Management
Arizona
$215K
TIM
2032
Thompson Investment Management
Wisconsin
$214K
QC
2033
Quent Capital
New York
$214K +$125K +579 +135%
SI
2034
Sora Investors
Pennsylvania
$214K +$217K +1,007 New
BIA
2035
Bigelow Investment Advisors
Maine
$213K +$216K +1,004 New
DWM
2036
Dorchester Wealth Management
Quebec, Canada
$212K -$29.1K -135 -14%
PIP
2037
Peachtree Investment Partners
Florida
$212K -$1.51K -7 -0.7%
AIA
2038
Arbor Investment Advisors
North Carolina
$212K
CFIA
2039
Cantor Fitzgerald Investment Advisors
New York
$212K
CCC
2040
Chelsea Counsel Company
California
$211K
GSIS
2041
Global Strategic Investment Solutions
Arizona
$211K +$3.44K +16 +2%
VT
2042
Vise Technologies
New York
$210K +$213K +990 New
PNAA
2043
Pictet North America Advisors
Switzerland
$209K +$11.2K +52 +6%
SCFS
2044
S.C. Financial Services
Arizona
$208K
AA
2045
Advisory Alpha
Michigan
$208K +$211K +979 New
OCM
2046
Orser Capital Management
Texas
$208K +$211K +980 New
TF
2047
Trek Financial
Arizona
$208K +$211K +980 New
FIA
2048
FNY Investment Advisers
New York
$208K +$211K +982 New
BWM
2049
Bulltick Wealth Management
Florida
$208K +$211K +979 New
LFASL
2050
Lugano Financial Advisors SA (LFA)
Switzerland
$207K -$58.5K -272 -22%