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Name Holding Trade Value Shares
Change
Change in
Stake
FP
2026
Financial Perspectives
Minnesota
$25.2K
FRA
2027
Front Row Advisors
California
$24.8K -$17.5K -247 -41%
PPWM
2028
PFG Private Wealth Management
Florida
$22K -$27.3K -385 -55%
QPBE
2029
Quintet Private Bank (Europe)
Luxembourg
$21.6K +$283 +4 +1%
VF
2030
VitalStone Financial
Texas
$21K -$1.27K -18 -6%
GPI
2031
General Partner Inc
Pennsylvania
$20.9K
MFG
2032
Mendota Financial Group
Wisconsin
$20.9K
RG
2033
Retirement Group
California
$19.8K -$1.49K -21 -7%
SIA
2034
SkyView Investment Advisors
New Jersey
$19K +$19.5K +275 New
FFL
2035
Financial Freedom LLC
Ohio
$18.5K +$142 +2 +0.8%
Legacy Financial Group (Iowa)
2036
Legacy Financial Group (Iowa)
Iowa
$18.3K +$18.6K +262 New
FCT
2037
First Community Trust
Iowa
$18.2K -$9.56K -135 -34%
PCFFS
2038
Pacific Center for Financial Services
California
$17.5K
FGA
2039
Fortis Group Advisors
New Jersey
$17.5K +$17.7K +250 New
TAM
2040
Tucker Asset Management
Colorado
$17.5K +$17.7K +250 New
CWAF
2041
Core Wealth Advisors (Florida)
Florida
$16.3K
WFA
2042
West Financial Advisors
Iowa
$16.3K +$2.2K +31 +15%
AWM
2043
Abound Wealth Management
Tennessee
$15.8K +$1.63K +23 +11%
LOIP
2044
Live Oak Investment Partners
Texas
$15.6K
CA
2045
Crewe Advisors
Utah
$14.7K +$1.35K +19 +10%
SSG
2046
Summit Securities Group
New York
$14K -$126K -1,776 -90%
FCMT
2047
Founders Capital Management (Texas)
Texas
$14K
PCA
2048
Providence Capital Advisors
North Carolina
$14K
FAM
2049
Flaharty Asset Management
Florida
$13.6K +$13.8K +195 New
HFM
2050
Harvest Fund Management
China
$13K -$6.59K -93 -34%