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Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
2026
KRS Capital Management
Michigan
$876K +$5.45K +80 +0.6%
CWG
2027
Cornerstone Wealth Group
North Carolina
$874K -$4.43K -65 -0.5%
MMHP
2028
Murphy Middleton Hinkle & Parker
Georgia
$873K – – –
SIA
2029
SGL Investment Advisors
Montana
$873K +$371K +5,442 +87%
PCM
2030
Perritt Capital Management
Illinois
$872K -$1.7K -25 -0.2%
LWA
2031
Lantern Wealth Advisors
New York
$871K +$80.1K +1,175 +10%
MWA
2032
Meridian Wealth Advisors
Texas
$871K +$75.8K +1,112 +10%
BWA
2033
BlueChip Wealth Advisors
Georgia
$869K +$866K +12,706 New
AMM
2034
American Money Management
California
$869K +$17.4K +256 +2%
HNWAG
2035
High Net Worth Advisory Group
Florida
$868K +$15.6K +229 +2%
CWA
2036
CM Wealth Advisors
Ohio
$865K -$19.1K -280 -2%
DA
2037
Doliver Advisors
Texas
$857K -$2.73K -40 -0.3%
MWS
2038
MFA Wealth Services
California
$855K +$19.2K +282 +2%
ECA
2039
Elevated Capital Advisors
Utah
$855K +$234K +3,433 +38%
SAM
2040
S.A. Mason
Michigan
$854K +$102K +1,500 +14%
WW
2041
Westshore Wealth
California
$854K +$273 +4 +0%
ZBNA
2042
Zions Bancorporation, National Association
Utah
$850K +$44.6K +654 +6%
FHC
2043
First Heartland Consultants
Missouri
$850K +$10.9K +160 +1%
MMEA
2044
Main Management ETF Advisors
California
$848K +$845K +12,400 New
PBK
2045
Peoples Bank (Kansas)
Kansas
$846K -$431K -6,330 -34%
NRC
2046
New Republic Capital
North Carolina
$845K +$4.09K +60 +0.5%
AFC
2047
AFT Forsyth & Company
Florida
$844K – – –
WS
2048
Wela Strategies
Georgia
$841K +$98.9K +1,451 +13%
GSIAS
2049
Garden State Investment Advisory Services
New Jersey
$841K +$85.4K +1,253 +11%
3F
2050
360 Financial
Minnesota
$840K +$5.59K +82 +0.7%
80 81
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