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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2026
Aberdeen Wealth Management
Illinois
$1.07M -$1.88K -24 -0.2%
CCM
2027
Canal Capital Management
Virginia
$1.07M -$67.6K -863 -6%
AWS
2028
Aspen Wealth Strategies
Colorado
$1.07M -$30.5K -389 -3%
CAM
2029
Campion Asset Management
Virginia
$1.06M -$10.8K -138 -1%
HNWAG
2030
High Net Worth Advisory Group
Florida
$1.06M – – –
OFS
2031
OneAscent Financial Services
Alabama
$1.06M +$177K +2,262 +20%
IP
2032
Ignite Planners
California
$1.06M +$55.7K +711 +6%
HAM
2033
Harmony Asset Management
Arizona
$1.06M -$8.92K -114 -0.8%
RDWM
2034
Red Door Wealth Management
Tennessee
$1.05M +$172K +2,199 +19%
IBOK
2035
Independence Bank of Kentucky
Kentucky
$1.05M -$44.8K -572 -4%
CHWM
2036
Cauble & Harre Wealth Management
Missouri
$1.05M -$37.2K -475 -4%
HPBT
2037
Hickory Point Bank & Trust
Illinois
$1.05M -$45K -575 -4%
FMP
2038
Financial Management Professionals
Texas
$1.05M +$141K +1,800 +15%
SWP
2039
Strategic Wealth Partners
Ohio
$1.05M -$10.7K -137 -1%
CWM
2040
Centric Wealth Management
Illinois
$1.05M -$85.2K -1,089 -9%
AT
2041
Adelphi Trust
Florida
$1.05M +$49.1K +627 +5%
SGK
2042
Steigerwald Gordon & Koch
Virginia
$1.05M +$391 +5 +0%
HHCP
2043
Hilton Head Capital Partners
South Carolina
$1.05M +$9.39K +120 +0.9%
LT
2044
Legacy Trust
Michigan
$1.05M -$128K -1,629 -11%
RFA
2045
Resurgent Financial Advisors
Georgia
$1.04M +$273K +3,483 +35%
BFWA
2046
Benchmark Financial Wealth Advisors
Florida
$1.04M +$193K +2,468 +22%
SWA
2047
Sax Wealth Advisors
New Jersey
$1.04M -$12K -153 -1%
CFA
2048
CWS Financial Advisors
Michigan
$1.04M -$89.3K -1,141 -8%
WCM
2049
Whitener Capital Management
North Carolina
$1.04M +$18.9K +241 +2%
WTB
2050
Washington Trust Bank
Washington
$1.04M -$35.9K -459 -3%
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