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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
2026
BlueChip Wealth Advisors
Georgia
$778K -$2.15K -35 -0.3%
LA
2027
LexAurum Advisors
Kansas
$775K -$31.6K -513 -4%
DA
2028
Doliver Advisors
Texas
$774K +$19K +308 +3%
OFS
2029
Orrstown Financial Services
Pennsylvania
$774K +$36.4K +592 +5%
KCM
2030
KRS Capital Management
Michigan
$772K +$10.4K +169 +1%
CCFCSB
2031
Cape Cod Five Cents Savings Bank
Massachusetts
$770K – – –
WW
2032
Westshore Wealth
California
$769K +$308 +5 +0%
BOPW
2033
Brandywine Oak Private Wealth
Pennsylvania
$769K -$36K -585 -4%
CWS
2034
Cypress Wealth Services
California
$769K +$10.8K +176 +1%
BOTPPF
2035
Board of the Pension Protection Fund
United Kingdom
$765K +$437K +7,100 +134%
AFC
2036
AFT Forsyth & Company
Florida
$765K – – –
OWA
2037
Outlook Wealth Advisors
Texas
$762K -$44.3K -720 -6%
JCIA
2038
Jackson Creek Investment Advisors
Colorado
$762K +$760K +12,340 New
SAM
2039
Seelaus Asset Management
New Jersey
$760K +$59.5K +967 +9%
RPGK
2040
Retirement Planning Group (Kansas)
Kansas
$757K -$14.1K -229 -2%
RCM
2041
Raleigh Capital Management
North Carolina
$757K -$146K -2,371 -16%
EPW
2042
Endeavor Private Wealth
Kansas
$756K +$614K +9,980 +438%
AMM
2043
American Money Management
California
$755K +$7.82K +127 +1%
MTWM
2044
Masso Torrence Wealth Management
New Jersey
$752K +$238K +3,869 +47%
FAN
2045
Financial Advisors Network
California
$751K -$11.8K -191 -2%
PAM
2046
PCG Asset Management
New Jersey
$751K -$36.9K -600 -5%
LIA
2047
LBMC Investment Advisors
Tennessee
$748K -$2.22K -36 -0.3%
WDG
2048
Wealth Dimensions Group
Ohio
$746K +$37.4K +608 +5%
MWS
2049
MFA Wealth Services
California
$745K -$50.9K -826 -6%
NRC
2050
New Republic Capital
North Carolina
$745K +$48.8K +793 +7%
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