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Name Holding Trade Value Shares
Change
Change in
Stake
OL
2026
Optas LLC
Texas
$571K +$11.1K +50 +2%
CFG
2027
Certior Financial Group
Pennsylvania
$570K +$578K +2,594 New
6F
2028
626 Financial
Michigan
$569K – – –
TCM
2029
Towercrest Capital Management
Pennsylvania
$569K – – –
DAM
2030
Doheny Asset Management
California
$568K – – –
RIA
2031
Realta Investment Advisors
Delaware
$567K +$297K +1,335 +110%
CF
2032
Convergence Financial
Missouri
$566K +$251K +1,128 +78%
FAM
2033
Fenimore Asset Management
New York
$566K – – –
VWA
2034
Visionary Wealth Advisors
Illinois
$564K -$20.7K -93 -3%
NAG
2035
Northstar Advisory Group
New Jersey
$561K -$43.4K -195 -7%
GXJ
2036
Global X Japan
Japan
$561K +$57.5K +258 +11%
ATS
2037
Ashton Thomas Securities
New York
$560K +$268K +1,202 +90%
COCM
2038
Charter Oak Capital Management
New Hampshire
$558K +$26.1K +117 +5%
HWM
2039
Horizon Wealth Management
Illinois
$555K +$48.3K +217 +9%
PM
2040
Penbrook Management
New York
$555K -$22.3K -100 -4%
IF
2041
Integrity Financial
Wyoming
$555K +$77.7K +349 +16%
SLA
2042
Silver Lake Advisory
Utah
$554K +$159K +714 +39%
SAW
2043
Signal Advisors Wealth
Michigan
$554K +$29.4K +132 +6%
BWAM
2044
Boyd Watterson Asset Management
Ohio
$551K -$1.11K -5 -0.2%
GFG
2045
Goldstone Financial Group
Illinois
$551K +$18.3K +82 +3%
KPWG
2046
KFA Private Wealth Group
Virginia
$550K +$108K +486 +24%
BA
2047
Ballast Advisors
Minnesota
$550K -$3.56K -16 -0.6%
FCIM
2048
Fairview Capital Investment Management
California
$549K +$111K +500 +25%
WCG
2049
Weaver Consulting Group
California
$549K – – –
Fidelity International
2050
Fidelity International
Bermuda
$548K +$40.1K +180 +8%