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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
2026
HHM Wealth Advisors
Tennessee
$71K -$12K -104 -15%
TIAM2
2027
Tru Independence Asset Management 2
Oregon
$71K +$68.5K +593 New
AWM
2028
Accel Wealth Management
Iowa
$69K +$65.8K +569 New
SL
2029
Savior LLC
Massachusetts
$68K -$68.9K -596 -51%
CAL
2030
Capital Advisors Ltd
Ohio
$68K -$19.6K -170 -23%
HGWM
2031
Harvest Group Wealth Management
Massachusetts
$68K -$10.3K -89 -14%
FWM
2032
Filbrandt Wealth Management
Wisconsin
$67K -$24.8K -215 -28%
FFC
2033
First Financial Corp
Indiana
$67K -$11.3K -98 -15%
RIM
2034
Rockbridge Investment Management
New York
$67K +$11.6K +100 +22%
SIAG
2035
Safeguard Investment Advisory Group
California
$67K +$64.8K +561 New
SAM
2036
S.A. Mason
Michigan
$65K – – –
MG
2037
MilWealth Group
Wisconsin
$64.1K – – –
NG
2038
NWK Group
California
$63K – – –
AL
2039
ADE LLC
Maryland
$63K +$60.4K +523 New
BHWM
2040
Bay Harbor Wealth Management
Maryland
$57K -$43.9K -380 -44%
APWA
2041
Atlas Private Wealth Advisors
New Jersey
$56K – – –
HA
2042
H2O AM
United Kingdom
$56K – – –
PCFFS
2043
Pacific Center for Financial Services
California
$54K +$19K +164 +58%
VCG
2044
Vantage Consulting Group
Virginia
$53K +$51.1K +442 New
DWP
2045
Destiny Wealth Partners
Florida
$53K +$51.4K +445 New
PA
2046
Perennial Advisors
New York
$52K +$49.7K +430 New
PWMG
2047
Prestige Wealth Management Group
New Jersey
$51K -$5.78K -50 -11%
WIM
2048
Westside Investment Management
California
$50.5K +$4.74K +41 +3%
AW
2049
Avion Wealth
Texas
$50K -$2.43K -21 -5%
EWM
2050
Edge Wealth Management
New York
$50K – – –
80 81
82
83 84