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Name Holding Trade Value Shares
Change 		Change in
Stake
FCFS
2026
First Command Financial Services
Texas
$95K – – –
FFA
2027
Fairfield Financial Advisors
Massachusetts
$92.9K +$783 +11 +0.8%
EBA
2028
Eagle Bay Advisors
New York
$92.2K -$21.3K -299 -18%
BBPWM
2029
Blue Bell Private Wealth Management
Pennsylvania
$92.2K – – –
NIC
2030
Northwest Investment Counselors
Oregon
$91.3K -$76.1K -1,069 -45%
TCM
2031
TD Capital Management
Tennessee
$87.3K -$6.97K -98 -7%
AS
2032
Altshuler Shaham
Israel
$86.9K +$89.4K +1,257 New
IHWM
2033
Iron Horse Wealth Management
Iowa
$86K – – –
MHR
2034
Matthew Hamilton Rosenberg
$83.2K -$36.6K -514 -30%
OP
2035
ORG Partners
Indiana
$83.2K +$85.5K +1,202 New
PGAM
2036
Princeton Global Asset Management
New Jersey
$82.9K -$6.69K -94 -7%
OLVIG
2037
Oliver Lagore Vanvalin Investment Group
Michigan
$82.6K -$5.76K -81 -6%
GCM
2038
Gables Capital Management
Florida
$81.4K – – –
AWM
2039
AllSquare Wealth Management
New York
$80.5K – – –
WAM
2040
Worth Asset Management
Texas
$76.2K +$53.2K +748 +211%
WIM
2041
WealthPlan Investment Management
Nebraska
$76K – – –
PP
2042
PFS Partners
New Jersey
$76K +$71.2K +1,000 +1,000%
SC
2043
Stephens Consulting
Michigan
$74K -$5.55K -78 -7%
CCM
2044
Chilton Capital Management
Texas
$72.7K -$66.4K -933 -47%
FA
2045
Fiduciary Alliance
South Carolina
$71.9K +$74K +1,040 New
WBC
2046
West Branch Capital
Massachusetts
$70.9K – – –
ME
2047
McIlrath & Eck
Washington
$70.2K -$854 -12 -1%
DF
2048
DecisionPoint Financial
Arizona
$69.1K – – –
SN
2049
Sittner & Nelson
Oregon
$68.7K -$53.4K -750 -43%
JWM
2050
Janiczek Wealth Management
Colorado
$66K -$56.9K -799 -46%
80 81
82
83 84