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Name Holding Trade Value Shares
Change
Change in
Stake
NSG
2026
Nalls Sherbakoff Group
Tennessee
$26.8K
DWA
2027
Delos Wealth Advisors
Texas
$26.8K +$17.9K +62 New
PCFFS
2028
Pacific Center for Financial Services
California
$25.5K
FWA
2029
Flagship Wealth Advisors
Massachusetts
$25.5K
RWPA
2030
Richard W. Paul & Associates
Michigan
$25.5K
GPFA
2031
Game Plan Financial Advisors
Ohio
$24.6K +$16.5K +57 New
SIM
2032
Synergy Investment Management
Florida
$23.9K -$1.45K -5 -8%
WWM
2033
Wolff Wiese Magana
California
$23.3K
CSB
2034
City State Bank
Iowa
$21.6K
GGI
2035
Godsey & Gibb Inc
Virginia
$21.6K
MBFW
2036
Morton Brown Family Wealth
Pennsylvania
$21.6K
CWP
2037
Clark Wealth Partners
Illinois
$21.6K +$578 +2 +4%
TF
2038
Tompkins Financial
New York
$21.6K +$14.5K +50 New
JSAM
2039
J. Safra Asset Management
New York
$21.1K -$8.97K -31 -39%
SFAM
2040
Sawyer Falduto Asset Management
Illinois
$21.1K
BHWM
2041
Bay Harbor Wealth Management
Maryland
$21.1K +$3.76K +13 +36%
AFC
2042
Ares Financial Consulting
California
$20.7K
BSB
2043
Bangor Savings Bank
Maine
$20.3K
B
2044
Bayban
Minnesota
$19.8K
UCB
2045
United Community Bank
South Carolina
$19K
MWM
2046
Mosley Wealth Management
California
$18.6K +$3.18K +11 +34%
AWM
2047
Abound Wealth Management
Tennessee
$18.3K -$7.23K -25 -37%
MAM
2048
Marquette Asset Management
Minnesota
$18.1K
RWM
2049
Rialto Wealth Management
New York
$18.1K +$5.21K +18 +75%
KSB
2050
Kennebec Savings Bank
Maine
$18.1K