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Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
2026
Cypress Wealth Services
California
$735K +$83.1K +1,166 +13%
OL
2027
OneFund LLC
Florida
$735K -$8.05K -113 -1%
KWM
2028
Kiker Wealth Management
Georgia
$733K +$71 +1 +0%
PWM
2029
Prentice Wealth Management
New York
$731K -$18.2K -255 -2%
LAIC
2030
Lederer & Associates Investment Counsel
California
$730K -$735K -10,318 -50%
ACM
2031
Argent Capital Management
Missouri
$729K – – –
NEWAS
2032
N.E.W. Advisory Services
Wisconsin
$728K -$10.4K -146 -1%
KMWM
2033
Keudell/Morrison Wealth Management
Oregon
$727K -$59.5K -835 -8%
FA
2034
Faithward Advisors
Pennsylvania
$727K -$79K -1,109 -10%
RC
2035
Rahlfs Capital
Texas
$726K -$71.2K -1,000 -9%
SPWM
2036
Schrum Private Wealth Management
Florida
$725K +$15K +210 +2%
EFSCE
2037
Enterprise Financial Services Corp (EFSC)
Missouri
$724K +$8.83K +124 +1%
IFWM
2038
Institute for Wealth Management
Colorado
$724K -$18.7K -263 -3%
UPS
2039
UHLMANN PRICE SECURITIES
Illinois
$724K -$11.8K -166 -2%
AA
2040
Addison Advisors
Vermont
$724K +$128K +1,798 +21%
FZCM
2041
Flynn Zito Capital Management
New York
$723K +$27.1K +380 +4%
SIS
2042
Strategic Investment Solutions
Illinois
$721K +$16.7K +235 +2%
KF
2043
Krilogy Financial
Missouri
$720K -$98.2K -1,378 -12%
WAM
2044
WNY Asset Management
New York
$719K +$4.42K +62 +0.6%
WB
2045
Webster Bank
Connecticut
$718K – – –
RF
2046
Rossby Financial
Florida
$717K +$2.78K +39 +0.4%
WFG
2047
Wills Financial Group
Virginia
$717K -$5.77K -81 -0.8%
SCM
2048
Spreng Capital Management
Ohio
$716K -$37K -520 -5%
SN
2049
Sittner & Nelson
Oregon
$716K – – –
IRC
2050
Investors Research Corp
Georgia
$715K -$21.9K -307 -3%
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