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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
2026
BSW Wealth Partners
Colorado
$953K +$45.8K +166 +6%
MA
2027
MJP Associates
Connecticut
$950K +$49.1K +178 +6%
BL
2028
Balentine LLC
Georgia
$950K +$57.3K +208 +7%
MG
2029
Mather Group
Illinois
$949K -$3.26M -11,843 -79%
VCM
2030
Vivaldi Capital Management
Illinois
$948K -$111K -404 -12%
W
2031
WealthStone
Ohio
$945K +$67.8K +246 +9%
GC
2032
Gilbert & Cook
Iowa
$944K +$102K +371 +14%
AP
2033
Arlington Partners
Alabama
$944K +$808K +2,932 +1,810%
C
2034
Certuity
Florida
$940K -$33.9K -123 -4%
LC
2035
LCNB Corp
Ohio
$938K -$21.5K -78 -2%
SHWM
2036
Smith & Howard Wealth Management
Georgia
$936K -$2.76K -10 -0.3%
GWS
2037
Glassman Wealth Services
Virginia
$935K -$28.7K -104 -3%
SB
2038
Strategic Blueprint
Georgia
$935K +$42.7K +155 +5%
BA
2039
Bridgewater Advisors
New York
$934K +$812K +2,945 New
CFS
2040
Cannon Financial Strategists
Georgia
$933K – – –
GG
2041
Golden Green
South Carolina
$926K +$189K +687 +29%
CFD
2042
Creative Financial Designs
Indiana
$923K +$1.65K +6 +0.2%
NFG
2043
Nadler Financial Group
Illinois
$922K +$7.44K +27 +0.9%
CTI
2044
Community Trust & Investment
Kentucky
$922K +$18.7K +68 +2%
FUBT
2045
First United Bank & Trust
Maryland
$915K +$31.1K +113 +4%
MAM
2046
McLean Asset Management
Virginia
$913K – – –
PHS
2047
Pekin Hardy Strauss
Illinois
$912K +$18.7K +68 +2%
IWA
2048
Intercontinental Wealth Advisors
Texas
$911K +$179K +650 +28%
LC
2049
Lindbrook Capital
California
$909K +$27K +98 +3%
WDG
2050
Wealth Dimensions Group
Ohio
$908K +$6.89K +25 +0.8%
80 81
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