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Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
2026
Raleigh Capital Management
North Carolina
$681K +$25.7K +82 +5%
EW
2027
Expressive Wealth
Illinois
$681K -$23.5K -75 -4%
CL
2028
COWA LLC
Oklahoma
$679K – – –
GIA
2029
GHP Investment Advisors
Colorado
$679K +$250K +800 +79%
LAM
2030
Lewis Asset Management
California
$678K +$93.9K +300 +20%
FC
2031
Fusion Capital
South Carolina
$677K +$626 +2 +0.1%
SWM
2032
SHP Wealth Management
Massachusetts
$676K +$24.4K +78 +5%
SSWM
2033
Smith Salley Wealth Management
North Carolina
$676K +$28.5K +91 +5%
AFPL
2034
Advus Financial Partners, LLC
Florida
$676K -$21K -67 -4%
IFPG
2035
Intrepid Financial Planning Group
Indiana
$676K – – –
ACP
2036
Aviance Capital Partners
Florida
$675K +$78.6K +251 +16%
LIA
2037
LS Investment Advisors
Michigan
$675K – – –
PMFA
2038
Plante Moran Financial Advisors
Michigan
$674K +$17.8K +57 +3%
AIS
2039
American Investment Services
Massachusetts
$674K – – –
VWA
2040
Visionary Wealth Advisors
Illinois
$674K +$151K +483 +37%
DWM
2041
Dynasty Wealth Management
Florida
$674K -$139K -445 -20%
HCWM
2042
Hidden Cove Wealth Management
Washington
$673K +$53.2K +170 +10%
WIM
2043
Wiregrass Investment Management
Georgia
$672K -$1.15M -3,681 -67%
NJIM
2044
Nabity-Jensen Investment Management
Nebraska
$672K +$157K +500 +38%
DW30
2045
Drucker Wealth 3.0
New Jersey
$672K -$4.07K -13 -0.7%
JFGLC
2046
Johnson Financial Group LLC (Colorado)
Colorado
$670K +$196K +626 +54%
KCPG
2047
Kavar Capital Partners Group
Kansas
$670K +$75.8K +242 +16%
BFC
2048
Bedel Financial Consulting
Indiana
$670K +$61.7K +197 +12%
NRG
2049
Nemes Rush Group
Michigan
$668K +$1.25K +4 +0.2%
WAG
2050
Winthrop Advisory Group
Massachusetts
$667K +$5.01K +16 +0.9%
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82
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