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Name Holding Trade Value Shares
Change 		Change in
Stake
GSIS
2026
Global Strategic Investment Solutions
Arizona
$956K +$390K +1,414 +82%
BWP
2027
BSW Wealth Partners
Colorado
$953K +$45.8K +166 +6%
MA
2028
MJP Associates
Connecticut
$950K +$49.1K +178 +6%
BL
2029
Balentine LLC
Georgia
$950K +$57.3K +208 +7%
MG
2030
Mather Group
Illinois
$949K -$3.26M -11,843 -79%
VCM
2031
Vivaldi Capital Management
Illinois
$948K -$111K -404 -12%
W
2032
WealthStone
Ohio
$945K +$67.8K +246 +9%
GC
2033
Gilbert & Cook
Iowa
$944K +$102K +371 +14%
AP
2034
Arlington Partners
Alabama
$944K +$808K +2,932 +1,810%
C
2035
Certuity
Florida
$940K -$33.9K -123 -4%
LC
2036
LCNB Corp
Ohio
$938K -$21.5K -78 -2%
SHWM
2037
Smith & Howard Wealth Management
Georgia
$936K -$2.76K -10 -0.3%
GWS
2038
Glassman Wealth Services
Virginia
$935K -$28.7K -104 -3%
SB
2039
Strategic Blueprint
Georgia
$935K +$42.7K +155 +5%
BA
2040
Bridgewater Advisors
New York
$934K +$812K +2,945 New
CFS
2041
Cannon Financial Strategists
Georgia
$933K – – –
GG
2042
Golden Green
South Carolina
$926K +$189K +687 +29%
CFD
2043
Creative Financial Designs
Indiana
$923K +$1.65K +6 +0.2%
NFG
2044
Nadler Financial Group
Illinois
$922K +$7.44K +27 +0.9%
CTI
2045
Community Trust & Investment
Kentucky
$922K +$18.7K +68 +2%
FUBT
2046
First United Bank & Trust
Maryland
$915K +$31.1K +113 +4%
MAM
2047
McLean Asset Management
Virginia
$913K – – –
PHS
2048
Pekin Hardy Strauss
Illinois
$912K +$18.7K +68 +2%
IWA
2049
Intercontinental Wealth Advisors
Texas
$911K +$179K +650 +28%
LC
2050
Lindbrook Capital
California
$909K +$27K +98 +3%
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