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Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
2026
Mowery & Schoenfeld Wealth Management
Illinois
$30.3K – – –
WPWM
2027
Western Pacific Wealth Management
Illinois
$30.2K – – –
DAM
2028
Delta Asset Management
Tennessee
$29.3K – – –
SSG
2029
Summit Securities Group
New York
$28.9K +$5.21K +18 +37%
RWM
2030
RMG Wealth Management
Wisconsin
$28.6K – – –
DWM
2031
Darwin Wealth Management
Florida
$28.3K – – –
SGFG
2032
Silver Grove Financial Group
New York
$28K +$18.8K +65 New
CFM
2033
Cornerstone Financial Management
Massachusetts
$27.6K +$6.65K +23 +56%
TCA
2034
Trifecta Capital Advisors
Illinois
$27.2K – – –
RWS
2035
Retirement Wealth Solutions
Wisconsin
$27.2K +$1.74K +6 +11%
NSG
2036
Nalls Sherbakoff Group
Tennessee
$26.8K – – –
DWA
2037
Delos Wealth Advisors
Texas
$26.8K +$17.9K +62 New
PCFFS
2038
Pacific Center for Financial Services
California
$25.5K – – –
FWA
2039
Flagship Wealth Advisors
Massachusetts
$25.5K – – –
RWPA
2040
Richard W. Paul & Associates
Michigan
$25.5K – – –
GPFA
2041
Game Plan Financial Advisors
Ohio
$24.6K +$16.5K +57 New
SIM
2042
Synergy Investment Management
Florida
$23.9K -$1.45K -5 -8%
WWM
2043
Wolff Wiese Magana
California
$23.3K – – –
CSB
2044
City State Bank
Iowa
$21.6K – – –
GGI
2045
Godsey & Gibb Inc
Virginia
$21.6K – – –
MBFW
2046
Morton Brown Family Wealth
Pennsylvania
$21.6K – – –
CWP
2047
Clark Wealth Partners
Illinois
$21.6K +$578 +2 +4%
TF
2048
Tompkins Financial
New York
$21.6K +$14.5K +50 New
JSAM
2049
J. Safra Asset Management
New York
$21.1K -$8.97K -31 -39%
SFAM
2050
Sawyer Falduto Asset Management
Illinois
$21.1K – – –