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Name Holding Trade Value Shares
Change 		Change in
Stake
WDL
2026
Well Done LLC
Michigan
$314K – – –
WCF
2027
West Coast Financial
California
$312K -$36.9K -412 -11%
FC
2028
FCA Corp
Texas
$312K +$313K +3,500 New
NIM
2029
NXG Investment Management
Texas
$311K -$910K -10,167 -74%
PWA
2030
Physician Wealth Advisors
Utah
$310K +$309K +3,456 New
WCWM
2031
Willow Creek Wealth Management
California
$309K -$11.1K -124 -3%
DC
2032
DeDora Capital
California
$309K +$46.5K +519 +18%
CRIG
2033
Charter Research & Investment Group
Connecticut
$308K – – –
EWM
2034
Elmwood Wealth Management
California
$307K -$738K -8,245 -71%
HIC
2035
Hartline Investment Corp
Illinois
$306K -$582K -6,496 -65%
CM
2036
Columbus Macro
Pennsylvania
$304K -$29.7K -332 -9%
TWP
2037
Tempus Wealth Planning
California
$304K – – –
SBL
2038
Sargent Bickham Lagudis
Colorado
$303K -$24.8K -277 -8%
KFI
2039
Key Financial Inc
Pennsylvania
$303K +$3.4K +38 +1%
CWG
2040
Cornerstone Wealth Group
North Carolina
$302K -$76.5K -854 -20%
22CM
2041
20/20 Capital Management
California
$300K +$16.9K +189 +6%
NPF
2042
Norris Perne & French
Michigan
$299K -$11.9K -133 -4%
GA
2043
Gateway Advisory
New Jersey
$299K -$90 -1 -0%
GWM
2044
GSB Wealth Management
Connecticut
$298K – – –
AFP
2045
Ausdal Financial Partners
Iowa
$294K -$3.76K -42 -1%
LA
2046
LexAurum Advisors
Kansas
$293K -$12K -134 -4%
BCA
2047
Bray Capital Advisors
Florida
$291K +$80.7K +901 +38%
CIC
2048
Chase Investment Counsel
Virginia
$290K +$291K +3,253 New
F
2049
F3Logic
Minnesota
$289K -$18.7K -209 -6%
CA
2050
Cornerstone Advisory
Maryland
$289K -$7.52K -84 -3%
80 81
82
83 84