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Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
2026
Gradient Capital Advisors
California
$546K +$47.8K +814 +9%
FPF
2027
First Pacific Financial
Washington
$546K +$139K +2,374 +32%
CAN
2028
Claraphi Advisory Network
United States
$545K +$58.8K +1,001 +12%
SWM
2029
Segment Wealth Management
Texas
$544K +$169K +2,875 +42%
SGI
2030
Summit Global Investments
Utah
$542K +$566K +9,650 New
FCFC
2031
First Citizens Financial Corp
Iowa
$540K – – –
CG
2032
Corundum Group
Colorado
$540K +$5.75K +98 +1%
TF
2033
Trek Financial
Arizona
$539K +$200K +3,399 +55%
CTFG
2034
Capstone Triton Financial Group
Oklahoma
$537K -$2.18M -37,092 -80%
AWA
2035
Acorn Wealth Advisors
Michigan
$536K -$6.34K -108 -1%
PMAS
2036
PNC Managed Account Solutions
Texas
$534K +$558K +9,514 New
HFAS
2037
Hummer Financial Advisory Services
Illinois
$533K – – –
CAI
2038
Capital Advisors Inc
Oklahoma
$533K +$19.9K +339 +4%
AAS
2039
Annex Advisory Services
Wisconsin
$533K +$48.8K +831 +10%
GSEP
2040
Golden State Equity Partners
California
$532K -$313K -5,334 -36%
HAS
2041
HBW Advisory Services
California
$530K -$2.99K -51 -0.5%
TCOO
2042
Trust Company of Oklahoma
Oklahoma
$529K -$232K -3,957 -30%
TFM
2043
TFC Financial Management
Massachusetts
$529K -$14.6K -249 -3%
SCM
2044
Silvant Capital Management
Georgia
$528K – – –
PP
2045
Patron Partners
Texas
$525K -$8.1K -138 -1%
WI
2046
WrapManager Inc
California
$524K +$45.3K +772 +9%
VIM
2047
Vista Investment Management
Pennsylvania
$523K -$4.81K -82 -0.9%
FBT
2048
First Bank & Trust
South Dakota
$523K – – –
AAM
2049
Azzad Asset Management
Virginia
$523K +$11.1K +189 +2%
PP
2050
PDS Planning
Ohio
$522K +$67.4K +1,149 +14%
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