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Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
2026
Brandywine Oak Private Wealth
Pennsylvania
$864K -$1.11K -18 -0.1%
AMM
2027
American Money Management
California
$863K +$12.8K +209 +2%
OWA
2028
Outlook Wealth Advisors
Texas
$858K +$1.23K +20 +0.2%
DE
2029
Diversified Enterprises
Delaware
$858K +$62.5K +1,017 +9%
AFC
2030
AFT Forsyth & Company
Florida
$856K -$3.07K -50 -0.4%
RPGK
2031
Retirement Planning Group (Kansas)
Kansas
$855K +$3.38K +55 +0.4%
BFC
2032
Blue Fin Capital
Rhode Island
$855K +$136K +2,212 +22%
EPW
2033
Endeavor Private Wealth
Kansas
$854K +$3.44K +56 +0.5%
NRC
2034
New Republic Capital
North Carolina
$852K +$13K +211 +2%
FHC
2035
First Heartland Consultants
Missouri
$850K +$60.6K +986 +9%
JCIA
2036
Jackson Creek Investment Advisors
Colorado
$850K -$5.41K -88 -0.7%
MWS
2037
MFA Wealth Services
California
$848K +$8.42K +137 +1%
3F
2038
360 Financial
Minnesota
$846K +$8.36K +136 +1%
MTWM
2039
Masso Torrence Wealth Management
New Jersey
$845K +$123 +2 +0%
KF
2040
Krilogy Financial
Missouri
$844K +$42.9K +698 +6%
LIA
2041
LBMC Investment Advisors
Tennessee
$842K +$369 +6 +0%
WDG
2042
Wealth Dimensions Group
Ohio
$839K -$615 -10 -0.1%
SIM
2043
Sentry Investment Management
Wisconsin
$838K
RWPA
2044
Richard W. Paul & Associates
Michigan
$836K -$258K -4,200 -26%
MIA
2045
MeadowBrook Investment Advisors
Michigan
$835K -$57.5K -935 -7%
HWA
2046
HMV Wealth Advisors
Louisiana
$835K +$32.1K +522 +5%
BF
2047
Brucke Financial
Indiana
$833K +$141K +2,292 +24%
GITFIT
2048
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$833K
JSAM
2049
J. Safra Asset Management
New York
$832K +$99.8K +1,624 +16%
PCMC
2050
Paragon Capital Management (Colorado)
Colorado
$832K -$60.7K -988 -8%