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Name Holding Trade Value Shares
Change 		Change in
Stake
LMKC
2026
L.M. Kohn & Company
Ohio
$443K +$47.6K +1,173 +15%
FFL
2027
Financial Freedom LLC
Ohio
$443K +$528 +13 +0.1%
PGWM
2028
Parisi Gray Wealth Management
New Jersey
$442K -$9.75K -240 -3%
AWP
2029
Ascent Wealth Partners
New York
$442K -$253K -6,220 -71%
RCA
2030
Resonant Capital Advisors
Wisconsin
$441K -$49.2K -1,211 -12%
ACA
2031
Affinity Capital Advisors
California
$440K -$71.6K -1,763 -17%
HCP
2032
Hexagon Capital Partners
Arkansas
$439K -$5.65K -139 -2%
WCWM
2033
Willow Creek Wealth Management
California
$439K -$43.5K -1,070 -11%
RFA
2034
Resurgent Financial Advisors
Georgia
$439K -$101K -2,482 -22%
EA
2035
Eudaimonia Advisors
Tennessee
$438K +$53.9K +1,328 +18%
PCP
2036
Proficio Capital Partners
Massachusetts
$438K +$41.1K +1,011 +13%
TF
2037
Trek Financial
Arizona
$437K +$49.8K +1,227 +16%
CGH
2038
CMG Global Holdings
Texas
$436K -$21.6K -531 -5%
MFC
2039
Mechanics Financial Corp
Ohio
$436K – – –
TWM
2040
TriaGen Wealth Management
California
$436K -$14.2K -350 -4%
SFG
2041
SNS Financial Group
Minnesota
$435K -$2.15K -53 -0.6%
CSB
2042
City State Bank
Iowa
$435K – – –
LA
2043
LVW Advisors
New York
$435K +$352K +8,656 New
GSC
2044
Grey Street Capital
Illinois
$434K – – –
HSWM
2045
Hubbell Strickland Wealth Management
Louisiana
$433K +$569 +14 +0.2%
FDCP
2046
Foster Dykema Cabot & Partners
Massachusetts
$432K +$350K +8,605 New
CT
2047
Colonial Trust
South Carolina
$431K +$90.5K +2,228 +35%
PI
2048
PineBridge Investments
New York
$430K -$6.87M -169,225 -95%
OHWA
2049
Oak Hill Wealth Advisors
Virginia
$428K – – –
CFA
2050
Cahill Financial Advisors
Minnesota
$428K -$75.2K -1,850 -18%
80 81
82
83 84