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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
2026
IFG Advisors
Missouri
$366K – – –
WMA
2027
West Michigan Advisors
Michigan
$364K +$20.8K +92 +7%
GCS
2028
Gordian Capital (Singapore)
Singapore
$364K +$76.9K +340 +33%
BWP
2029
Balboa Wealth Partners
Arizona
$363K +$39.4K +174 +14%
NPT
2030
National Philanthropic Trust
Pennsylvania
$363K +$312K +1,380 New
VC
2031
Veery Capital
Delaware
$362K -$12.4K -55 -4%
SWP
2032
Semus Wealth Partners
Florida
$361K -$13.8K -61 -4%
MWM
2033
Mattern Wealth Management
Kansas
$361K +$71.3K +315 +30%
GWS
2034
Glassman Wealth Services
Virginia
$360K +$8.83K +39 +3%
FTIS
2035
First Trust Investment Solutions
Florida
$360K +$310K +1,369 New
SMA
2036
Seven Mile Advisory
New Jersey
$359K +$15.2K +67 +5%
FMII
2037
Farmers & Merchants Investments Inc
Nebraska
$359K -$7.02K -31 -2%
KA
2038
Klingman & Associates
New York
$358K -$4.53K -20 -1%
DI
2039
DAGCO Inc
Ohio
$357K +$307K +1,357 New
DWS
2040
Dynamic Wealth Strategies
California
$357K +$307K +1,357 New
APG
2041
Abacus Planning Group
South Carolina
$356K +$34.9K +154 +13%
AO
2042
Advisor OS
Illinois
$355K +$74.2K +328 +32%
LEA
2043
Legacy Edge Advisors
New York
$354K +$304K +1,344 New
SFO
2044
Stokes Family Office
Louisiana
$353K -$172K -761 -36%
ECM
2045
Elgethun Capital Management
South Dakota
$352K – – –
MSA
2046
McAlister Sweet & Associates
Texas
$352K +$303K +1,337 New
ST
2047
Sabal Trust
Florida
$351K +$302K +1,335 New
CCM
2048
Consolidated Capital Management
California
$351K -$226 -1 -0.1%
KIG
2049
Kennedy Investment Group
New Jersey
$350K -$15.8K -70 -5%
BW
2050
BIP Wealth
Georgia
$349K -$25.6K -113 -8%
80 81
82
83 84