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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2026
Paulson Wealth Management
Illinois
$714K +$21K +431 +3%
CA
2027
Cornerstone Advisory
Maryland
$714K +$20.9K +427 +3%
RZH
2028
Relyea Zuckerberg Hanson
Connecticut
$713K +$10.3K +211 +2%
IBOK
2029
Independence Bank of Kentucky
Kentucky
$712K -$17.1K -350 -3%
PP
2030
Patron Partners
Texas
$712K +$7.52K +154 +1%
SQA
2031
Simon Quick Advisors
New Jersey
$712K +$259K +5,294 +64%
KIC
2032
Kensington Investment Counsel
California
$710K -$241K -4,931 -27%
CP
2033
Covenant Partners
Tennessee
$710K +$222K +4,546 +50%
PCMC
2034
Paragon Capital Management (Colorado)
Colorado
$709K +$1.81K +37 +0.3%
KIC
2035
Keating Investment Counselors
Florida
$708K -$137K -2,800 -17%
AA
2036
Auxano Advisors
Washington
$707K +$30.5K +624 +5%
HC
2037
Hamilton Capital
Ohio
$706K +$928 +19 +0.1%
EA
2038
Eudaimonia Advisors
Tennessee
$706K +$21.4K +439 +3%
RPGK
2039
Retirement Planning Group (Kansas)
Kansas
$705K +$4.15K +85 +0.6%
RWI
2040
Red Wave Investments
Pennsylvania
$705K +$1.03K +21 +0.2%
JWM
2041
Jessup Wealth Management
Ohio
$705K +$49 +1 +0%
RCI
2042
RS Crum Inc
California
$704K – – –
FFA
2043
Farther Finance Advisors
California
$703K +$27.7K +568 +4%
IWA
2044
Intercontinental Wealth Advisors
Texas
$701K +$830 +17 +0.1%
CCWA
2045
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$701K +$30.1K +616 +5%
PWMG
2046
Provence Wealth Management Group
California
$701K +$225K +4,601 +52%
RWMG
2047
Redwood Wealth Management Group
New Jersey
$700K +$27.6K +566 +4%
MW
2048
MBL Wealth
North Carolina
$699K +$97.3K +1,993 +18%
TCMG
2049
TSP Capital Management Group
New Jersey
$698K -$29.3K -600 -4%
CWA
2050
Clarity Wealth Advisors
California
$698K +$23.1K +473 +4%
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