Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
2026
Brandywine Oak Private Wealth
Pennsylvania
$876K +$24.2K +355 +3%
KCM
2027
KRS Capital Management
Michigan
$876K +$5.45K +80 +0.6%
CWG
2028
Cornerstone Wealth Group
North Carolina
$874K -$4.43K -65 -0.5%
MMHP
2029
Murphy Middleton Hinkle & Parker
Georgia
$873K – – –
SIA
2030
SGL Investment Advisors
Montana
$873K +$371K +5,442 +87%
PCM
2031
Perritt Capital Management
Illinois
$872K -$1.7K -25 -0.2%
LWA
2032
Lantern Wealth Advisors
New York
$871K +$80.1K +1,175 +10%
MWA
2033
Meridian Wealth Advisors
Texas
$871K +$75.8K +1,112 +10%
BWA
2034
BlueChip Wealth Advisors
Georgia
$869K +$866K +12,706 New
AMM
2035
American Money Management
California
$869K +$17.4K +256 +2%
HNWAG
2036
High Net Worth Advisory Group
Florida
$868K +$15.6K +229 +2%
CWA
2037
CM Wealth Advisors
Ohio
$865K -$19.1K -280 -2%
DA
2038
Doliver Advisors
Texas
$857K -$2.73K -40 -0.3%
MWS
2039
MFA Wealth Services
California
$855K +$19.2K +282 +2%
ECA
2040
Elevated Capital Advisors
Utah
$855K +$234K +3,433 +38%
SAM
2041
S.A. Mason
Michigan
$854K +$102K +1,500 +14%
WW
2042
Westshore Wealth
California
$854K +$273 +4 +0%
ZBNA
2043
Zions Bancorporation, National Association
Utah
$850K +$44.6K +654 +6%
FHC
2044
First Heartland Consultants
Missouri
$850K +$10.9K +160 +1%
MMEA
2045
Main Management ETF Advisors
California
$848K +$845K +12,400 New
PBK
2046
Peoples Bank (Kansas)
Kansas
$846K -$431K -6,330 -34%
NRC
2047
New Republic Capital
North Carolina
$845K +$4.09K +60 +0.5%
AFC
2048
AFT Forsyth & Company
Florida
$844K – – –
WS
2049
Wela Strategies
Georgia
$841K +$98.9K +1,451 +13%
GSIAS
2050
Garden State Investment Advisory Services
New Jersey
$841K +$85.4K +1,253 +11%