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Name Holding Trade Value Shares
Change
Change in
Stake
FA
2026
Fagan Associates
New York
$548K
SFS
2027
Strategic Financial Services
New York
$548K -$6.04K -100 -1%
SIG
2028
Sargent Investment Group
Maryland
$548K +$4.83K +80 +0.9%
WIA
2029
Westbourne Investment Advisors
Maryland
$548K -$664 -11 -0.1%
FCM
2030
Firestone Capital Management
Florida
$547K
FOA
2031
Five Oceans Advisors
California
$547K -$29.3K -486 -5%
1WA
2032
180 Wealth Advisors
Washington
$546K +$14.4K +238 +3%
RGF
2033
Retirement Guys Formula
Ohio
$546K +$70.8K +1,172 +16%
MWM
2034
Mattern Wealth Management
Kansas
$543K
ECM
2035
Elgethun Capital Management
South Dakota
$542K +$4.71K +78 +0.9%
TB
2036
Terril Brothers
Missouri
$541K +$44.9K +743 +10%
RRA
2037
Round Rock Advisors
Connecticut
$540K -$55.2K -915 -10%
FMTC
2038
Farmers & Merchants Trust Company
California
$538K +$1.81K +30 +0.4%
SWA
2039
SOA Wealth Advisors
New York
$538K +$60 +1 +0%
SSWM
2040
Strait & Sound Wealth Management
California
$537K +$526K +8,711 New
SNB
2041
Security National Bank
Nebraska
$537K
SAM
2042
S.A. Mason
Michigan
$536K +$906 +15 +0.2%
LWMM
2043
Legacy Wealth Management (Mississippi)
Mississippi
$534K
RFS
2044
Retirement Financial Solutions
Tennessee
$534K +$507K +8,396 New
PCMC
2045
Paragon Capital Management (Colorado)
Colorado
$534K +$1.03K +17 +0.2%
NFG
2046
Nadler Financial Group
Illinois
$534K -$6.94K -115 -1%
BBW
2047
Blue Barn Wealth
Utah
$534K -$17.1K -283 -3%
TPW
2048
Transatlantique Private Wealth
New York
$533K +$36K +597 +8%
EWM
2049
Evermay Wealth Management
Virginia
$532K -$29.3K -485 -5%
FM
2050
Family Management
New York
$532K -$48.2K -798 -9%