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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
2026
Cowen Prime Advisors
New York
$51K – – –
RCG
2027
Ruggie Capital Group
Florida
$51K – – –
CFG
2028
CKW Financial Group
Hawaii
$51K +$39.2K +800 +400%
LPWM
2029
Lake Point Wealth Management
Texas
$49K – – –
CH
2030
Canton Hathaway
Rhode Island
$48K +$21.1K +430 +83%
BAMG
2031
Brand Asset Management Group
Missouri
$46K -$39.2K -800 -47%
PCIA
2032
Prime Capital Investment Advisors
Kansas
$46K +$14.7K +300 +50%
BWA
2033
BDO Wealth Advisors
Florida
$45K -$66.1K -1,348 -61%
NL
2034
NVWM LLC
Pennsylvania
$45K -$49 -1 -0.1%
AA
2035
AlphaMark Advisors
Kentucky
$45K +$392 +8 +0.9%
FGAM
2036
Financial Gravity Asset Management
Texas
$45K +$6.81K +139 +19%
CFN
2037
Cordasco Financial Network
Florida
$42K -$10.5K -214 -21%
PCA
2038
Providence Capital Advisors
North Carolina
$42K – – –
KC
2039
Knuff & Co
California
$41K – – –
SIA
2040
SeaBridge Investment Advisors
New Jersey
$41K – – –
SHJ
2041
Sharkey, Howes & Javer
Colorado
$41K – – –
QCIG
2042
Quad-Cities Investment Group
Iowa
$39K +$147 +3 +0.4%
GT
2043
Glenmede Trust
Pennsylvania
$38.7K -$460K -9,382 -1%
MWC
2044
MBM Wealth Consultants
Missouri
$37K – – –
RAM
2045
Riggs Asset Management
Pennsylvania
$36K – – –
RWA
2046
Redhawk Wealth Advisors
Minnesota
$36K +$34.4K +702 New
AWMS
2047
Advocacy Wealth Management Services
Georgia
$33K – – –
CWM
2048
Cranbrook Wealth Management
Michigan
$30K – – –
SAM
2049
Shamrock Asset Management
Texas
$30K – – –
LFASL
2050
Lugano Financial Advisors SA (LFA)
Switzerland
$28K +$21K +429 +349%
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