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Name Holding Trade Value Shares
Change
Change in
Stake
SPC
2026
Spirepoint Private Client
Florida
$692K +$30.4K +97 +6%
JEST
2027
JTC Employer Solutions Trustee
Jersey
$691K – – –
FC
2028
Financial Council
Maryland
$690K – – –
FNT
2029
First Nebraska Trust
Nebraska
$688K -$2.5K -8 -0.4%
LRPA
2030
L. Roy Papp & Associates
Arizona
$687K +$9.39K +30 +2%
KWIA
2031
Kinetic Wealth Investment Advisors
Ohio
$687K +$575K +1,838 New
VC
2032
Vicus Capital
Pennsylvania
$686K +$2.82K +9 +0.5%
CAS
2033
Coppell Advisory Solutions
Texas
$686K +$92.4K +295 New
RYA
2034
Richard Young Associates
Georgia
$685K +$574K +1,833 New
DWAM
2035
Duncan Williams Asset Management
Tennessee
$684K +$573K +1,830 New
RCM
2036
Raleigh Capital Management
North Carolina
$681K +$25.7K +82 +5%
EW
2037
Expressive Wealth
Illinois
$681K -$23.5K -75 -4%
WCCM
2038
Willow Creek Capital Management
Montana
$680K +$569K +1,819 New
CL
2039
COWA LLC
Oklahoma
$679K – – –
GIA
2040
GHP Investment Advisors
Colorado
$679K +$250K +800 +79%
LAM
2041
Lewis Asset Management
California
$678K +$93.9K +300 +20%
FC
2042
Fusion Capital
South Carolina
$677K +$626 +2 +0.1%
SWM
2043
SHP Wealth Management
Massachusetts
$676K +$24.4K +78 +5%
SSWM
2044
Smith Salley Wealth Management
North Carolina
$676K +$28.5K +91 +5%
IFPG
2045
Intrepid Financial Planning Group
Indiana
$676K – – –
ACP
2046
Aviance Capital Partners
Florida
$675K +$78.6K +251 +16%
LIA
2047
LS Investment Advisors
Michigan
$675K – – –
PMFA
2048
Plante Moran Financial Advisors
Michigan
$674K +$17.8K +57 +3%
AIS
2049
American Investment Services
Massachusetts
$674K – – –
VWA
2050
Visionary Wealth Advisors
Illinois
$674K +$151K +483 +37%