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Name Holding Trade Value Shares
Change 		Change in
Stake
NWMP
2026
Noble Wealth Management PBC
Colorado
$6.05K – – –
AFS
2027
Anderson Financial Strategies
Ohio
$6.05K +$5.4K +12 +1,200%
HWA
2028
Heritage Wealth Advisors
Virginia
$5.59K -$7.65K -17 -59%
FDW
2029
Fourth Dimension Wealth
Ohio
$4.66K – – –
LIM
2030
Longfellow Investment Management
Massachusetts
$4.66K – – –
BFS
2031
Bare Financial Services
Pennsylvania
$4.66K +$4.5K +10 New
CSB
2032
City State Bank
Iowa
$4.19K – – –
PS
2033
PayPay Securities
Japan
$4.11K -$1.8K -4 -33%
FPB
2034
First PREMIER Bank
South Dakota
$4K – – –
GJIA
2035
Glass Jacobson Investment Advisors
Maryland
$3.77K – – –
BFS
2036
Burkett Financial Services
South Carolina
$3.74K – – –
LWMI
2037
Legacy Wealth Management (Idaho)
Idaho
$3.73K – – –
FUBT
2038
First United Bank & Trust
Maryland
$3.73K – – –
NL
2039
NVWM LLC
Pennsylvania
$3.73K +$2.25K +5 +167%
SFA
2040
Semmax Financial Advisors
North Carolina
$3.62K +$3.6K +8 New
HWM
2041
Horizons Wealth Management
North Carolina
$3.26K – – –
EWA
2042
EQ Wealth Advisors
Texas
$3.26K +$3.15K +7 New
RWM
2043
Rialto Wealth Management
New York
$2.79K +$1.35K +3 +100%
ACA
2044
American Capital Advisory
Idaho
$2.79K +$2.7K +6 New
TC
2045
Truvestments Capital
Florida
$2.79K +$2.7K +6 New
AAG
2046
Accordant Advisory Group
Maryland
$2.33K +$2.25K +5 New
MBFW
2047
Morton Brown Family Wealth
Pennsylvania
$2.33K – – –
PWM
2048
Parkworth Wealth Management
California
$2.33K – – –
KWM
2049
Kiker Wealth Management
Georgia
$2.33K +$2.25K +5 New
PA
2050
PSI Advisors
Florida
$1.86K – – –
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