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Name Holding Trade Value Shares
Change 		Change in
Stake
RIS
2026
Retirement Income Solutions
Michigan
$757K – – –
FNBOMD
2027
First National Bank of Mount Dora
Florida
$757K +$72.8K +1,090 +12%
NPF
2028
Norris Perne & French
Michigan
$754K -$43.8K -656 -6%
OL
2029
OneFund LLC
Florida
$752K +$1.27K +19 +0.2%
IFWM
2030
Institute for Wealth Management
Colorado
$752K -$13.7K -205 -2%
OPA
2031
Old Port Advisors
Maine
$749K -$52.3K -783 -7%
ACM
2032
Ashford Capital Management
Delaware
$748K – – –
EW
2033
Elyxium Wealth
California
$748K +$697K +10,442 New
DAC
2034
Dividend Assets Capital
South Carolina
$748K +$82.3K +1,233 +13%
NEWAS
2035
N.E.W. Advisory Services
Wisconsin
$747K +$10.1K +151 +1%
CCM
2036
Cullen Capital Management
New York
$747K +$59.4K +890 +9%
OW
2037
Olistico Wealth
Oklahoma
$746K – – –
IRC
2038
Investors Research Corp
Georgia
$746K +$123K +1,846 +22%
KWMG
2039
King Wealth Management Group
Florida
$745K +$16.4K +246 +2%
CL
2040
COWA LLC
Oklahoma
$745K -$49.1K -735 -7%
UPS
2041
UHLMANN PRICE SECURITIES
Illinois
$744K +$256K +3,833 +58%
A
2042
AlphaQuest
New York
$744K +$383K +5,741 +124%
CIA
2043
Compass Ion Advisors
Pennsylvania
$744K -$1.6K -24 -0.2%
KWM
2044
Kiker Wealth Management
Georgia
$742K -$13.2K -197 -2%
AWAU
2045
Alliance Wealth Advisors (Utah)
Utah
$742K -$139K -2,077 -17%
CRI
2046
Colonial River Investments
Virginia
$740K +$234K +3,497 +51%
OAM
2047
Oxford Asset Management
United Kingdom
$740K +$49.6K +743 +8%
JFGIW
2048
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$740K -$190K -2,843 -22%
ZF
2049
Zhang Financial
Michigan
$739K -$18.6K -278 -3%
AP
2050
Advisors Preferred
Maryland
$739K +$224K +3,359 +49%
80 81
82
83 84