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Name Holding Trade Value Shares
Change
Change in
Stake
LA
2026
LexAurum Advisors
Kansas
$775K -$31.6K -513 -4%
DA
2027
Doliver Advisors
Texas
$774K +$19K +308 +3%
OFS
2028
Orrstown Financial Services
Pennsylvania
$774K +$36.4K +592 +5%
KCM
2029
KRS Capital Management
Michigan
$772K +$10.4K +169 +1%
CCFCSB
2030
Cape Cod Five Cents Savings Bank
Massachusetts
$770K
WW
2031
Westshore Wealth
California
$769K +$308 +5 +0%
BOPW
2032
Brandywine Oak Private Wealth
Pennsylvania
$769K -$36K -585 -4%
CWS
2033
Cypress Wealth Services
California
$769K +$10.8K +176 +1%
BOTPPF
2034
Board of the Pension Protection Fund
United Kingdom
$765K +$437K +7,100 +134%
AFC
2035
AFT Forsyth & Company
Florida
$765K
OWA
2036
Outlook Wealth Advisors
Texas
$762K -$44.3K -720 -6%
JCIA
2037
Jackson Creek Investment Advisors
Colorado
$762K +$760K +12,340 New
SAM
2038
Seelaus Asset Management
New Jersey
$760K +$59.5K +967 +9%
RPGK
2039
Retirement Planning Group (Kansas)
Kansas
$757K -$14.1K -229 -2%
RCM
2040
Raleigh Capital Management
North Carolina
$757K -$146K -2,371 -16%
EPW
2041
Endeavor Private Wealth
Kansas
$756K +$614K +9,980 +438%
AMM
2042
American Money Management
California
$755K +$7.82K +127 +1%
MTWM
2043
Masso Torrence Wealth Management
New Jersey
$752K +$238K +3,869 +47%
FAN
2044
Financial Advisors Network
California
$751K -$11.8K -191 -2%
PAM
2045
PCG Asset Management
New Jersey
$751K -$36.9K -600 -5%
LIA
2046
LBMC Investment Advisors
Tennessee
$748K -$2.22K -36 -0.3%
WDG
2047
Wealth Dimensions Group
Ohio
$746K +$37.4K +608 +5%
MWS
2048
MFA Wealth Services
California
$745K -$50.9K -826 -6%
NRC
2049
New Republic Capital
North Carolina
$745K +$48.8K +793 +7%
3F
2050
360 Financial
Minnesota
$744K -$15.7K -255 -2%