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Name Holding Trade Value Shares
Change 		Change in
Stake
SG
2026
Stonnington Group
California
$575K +$28.1K +501 +5%
JMFC
2027
J.M. Forbes & Co
Massachusetts
$574K -$22.2K -395 -4%
DI
2028
DAGCO Inc
Ohio
$574K – – –
IFG
2029
Investors Financial Group
Minnesota
$573K +$12.3K +220 +2%
TWI
2030
Thomas White International
Illinois
$572K – – –
SSWM
2031
Sheets Smith Wealth Management
North Carolina
$572K +$7.58K +135 +1%
KF
2032
Krilogy Financial
Missouri
$572K +$73.4K +1,309 +14%
GD
2033
Grandfield & Dodd
New York
$570K +$160K +2,849 +38%
MW
2034
MBL Wealth
North Carolina
$565K +$583K +10,386 New
BCM
2035
Boltwood Capital Management
California
$563K +$236K +4,200 +68%
Q
2036
QVR
California
$562K +$580K +10,331 New
PIA
2037
Pinion Investment Advisors
Kansas
$561K +$53.1K +947 +10%
SLF
2038
Sun Life Financial
Ontario, Canada
$560K +$136K +2,418 +31%
FNC
2039
First National Corp
Massachusetts
$559K +$172K +3,067 +43%
CWP
2040
CFM Wealth Partners
Texas
$558K +$19.7K +351 +4%
FWSM
2041
First Wilshire Securities Management
California
$552K +$224 +4 +0%
CPC
2042
Congress Park Capital
New York
$551K -$98.2K -1,750 -15%
LFF
2043
Level Four Financial
Texas
$551K +$72K +1,283 +15%
OCG
2044
Opus Capital Group
Ohio
$549K -$189K -3,374 -25%
KLC
2045
Knowledge Leaders Capital
Colorado
$549K +$6.73K +120 +1%
CG
2046
Clarus Group
Texas
$547K +$393 +7 +0.1%
CFS
2047
CRA Financial Services
New Jersey
$547K +$81K +1,443 +17%
LC
2048
Lindbrook Capital
California
$546K -$316K -5,637 -36%
HFAS
2049
Hummer Financial Advisory Services
Illinois
$546K – – –
FANJ
2050
Financial Architects (New Jersey)
New Jersey
$546K +$7.01K +125 +1%
80 81
82
83 84