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Name Holding Trade Value Shares
Change 		Change in
Stake
EP
2026
Edgestream Partners
New Jersey
$1.53M +$1.36M +3,715 +511%
VCP
2027
Verus Capital Partners
Arizona
$1.53M -$122K -332 -7%
BWAM
2028
Boyd Watterson Asset Management
Ohio
$1.53M -$35.2K -96 -2%
MCM
2029
Monument Capital Management
Virginia
$1.53M +$49.8K +136 +3%
GFG
2030
Goldstone Financial Group
Illinois
$1.53M +$190K +518 +13%
BWP
2031
BSW Wealth Partners
Colorado
$1.52M -$102K -278 -6%
MSWM
2032
McGlone Suttner Wealth Management
Wisconsin
$1.52M -$97.4K -266 -6%
I
2033
INVST
Indiana
$1.51M -$238K -649 -13%
IP
2034
Investment Partners
Ohio
$1.51M -$70K -191 -4%
WWM
2035
Wiser Wealth Management
Georgia
$1.51M -$16.5K -45 -1%
OFS
2036
Orrstown Financial Services
Pennsylvania
$1.51M -$121K -329 -7%
RGF
2037
Retirement Guys Formula
Ohio
$1.51M +$526K +1,437 +49%
AF
2038
Atala Financial
California
$1.51M -$3.66K -10 -0.2%
CP
2039
Covenant Partners
Tennessee
$1.5M – – –
AA
2040
Addison Advisors
Vermont
$1.5M -$55.3K -151 -3%
MCA
2041
MSH Capital Advisors
Arizona
$1.5M +$174K +476 +12%
TW
2042
Tempo Wealth
Ohio
$1.5M +$1.59M +4,353 New
SFG
2043
SageGuard Financial Group
Tennessee
$1.49M +$1.59M +4,345 New
BIA
2044
Beacon Investment Advisors
Maryland
$1.49M -$38.5K -105 -2%
GD
2045
Grandfield & Dodd
New York
$1.49M +$366 +1 +0%
TWPM
2046
Total Wealth Planning & Management
Florida
$1.49M +$1.58M +4,323 New
CCM
2047
Crew Capital Management
Ohio
$1.49M +$107K +293 +7%
WG
2048
Wealth Group
North Carolina
$1.49M +$1.58M +4,319 New
BIG
2049
Brookwood Investment Group
Arizona
$1.48M -$54.9K -150 -3%
GHA
2050
Granite Harbor Advisors
Texas
$1.48M +$35.2K +96 +2%
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