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Name Holding Trade Value Shares
Change
Change in
Stake
BIA
2026
Bell Investment Advisors
California
$57.9K +$623 +2 +0.9%
WAS
2027
Winch Advisory Services
Wisconsin
$57.7K +$311 +1 +0.5%
CIA
2028
Cape Investment Advisory
Georgia
$55.2K +$1.25K +4 +2%
HIIFS
2029
Harel Insurance Investments & Financial Services
Israel
$55K +$62.9K +202 New
WA
2030
Whipplewood Advisors
Colorado
$54.9K +$5.17M +16,616 +4,073%
SFGP
2031
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$54.6K +$1.56K +5 +3%
SC
2032
Stephens Consulting
Michigan
$54.4K -$3.42K -11 -5%
VWWMG
2033
Vermillion & White Wealth Management Group
Pennsylvania
$54.4K +$62.3K +200 New
CA
2034
Centerpoint Advisors
Massachusetts
$52K -$17.1K -55 -22%
CWM
2035
Cedar Wealth Management
California
$50.8K
C
2036
Covestor
United Kingdom
$50K +$3.42K +11 +6%
FWA
2037
Flagship Wealth Advisors
Massachusetts
$48.9K +$31.1K +100 +125%
DF
2038
Dunhill Financial
United Kingdom
$48K -$5.92K -19 -10%
CCM
2039
Cloud Capital Management
Washington
$47K +$53.9K +173 New
OWP
2040
ORG Wealth Partners
Texas
$46.5K -$59.5K -191 -53%
SIC
2041
SJS Investment Consulting
Ohio
$46.5K +$4.05K +13 +8%
Loomis, Sayles & Company
2042
Loomis, Sayles & Company
Massachusetts
$46K -$29K -93 -35%
PSFG
2043
Park Square Financial Group
Georgia
$45.1K -$311 -1 -0.6%
WCM
2044
Westend Capital Management
California
$45.1K +$51.7K +166 New
HB
2045
Horizon Bancorp
Indiana
$45K +$21.2K +68 +70%
SN
2046
Sittner & Nelson
Oregon
$44.9K
VWA
2047
Valued Wealth Advisors
Utah
$44.6K
CWM
2048
Crowley Wealth Management
Delaware
$44.3K
FFA
2049
Frazier Financial Advisors
Ohio
$43.5K
SCB
2050
Saudi Central Bank
Saudi Arabia
$42.4K +$48.6K +156 New