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Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
2026
Westover Capital Advisors
Delaware
$417K +$37.2K +100 +10%
RW
2027
Rede Wealth
Virginia
$416K – – –
AFP
2028
Ausdal Financial Partners
Iowa
$416K +$5.21K +14 +1%
ZIC
2029
ZWJ Investment Counsel
Georgia
$414K -$55.8K -150 -12%
NB
2030
NBT Bank
New York
$414K -$27.9K -75 -6%
SIM
2031
Sonora Investment Management
Arizona
$414K +$35.7K +96 +9%
SVWAG
2032
Sound View Wealth Advisors Group
Georgia
$413K -$4.09K -11 -1%
CCA
2033
Conestoga Capital Advisors
Pennsylvania
$413K – – –
HR
2034
Hayden Royal
North Carolina
$413K +$9.67K +26 +2%
JWM
2035
JFG Wealth Management
Colorado
$413K +$420K +1,130 New
SG
2036
StoneX Group
New York
$410K +$91.8K +247 +28%
MS
2037
Maven Securities
Jersey
$410K +$201K +540 +93%
SC
2038
Solstein Capital
California
$408K – – –
BWM
2039
BCS Wealth Management
Tennessee
$406K -$15.2K -41 -4%
ACP
2040
Arcus Capital Partners
Georgia
$406K – – –
AW
2041
ACG Wealth
Georgia
$404K +$9.67K +26 +2%
FA
2042
Fortis Advisors
Pennsylvania
$403K +$123K +330 +43%
GIP
2043
Greatmark Investment Partners
Georgia
$402K -$74.4K -200 -15%
PA
2044
Prism Advisors
California
$402K – – –
WCM
2045
Wallace Capital Management
Texas
$402K – – –
CCM
2046
Consolidated Capital Management
California
$399K -$10.4K -28 -3%
FGAM
2047
Financial Gravity Asset Management
Texas
$399K +$43.5K +117 New
LF
2048
Lantz Financial
Illinois
$398K -$5.95K -16 -1%
AWE
2049
Avidian Wealth Enterprises
Texas
$397K -$26.4K -71 -6%
DMBA
2050
Deseret Mutual Benefit Administrators
Utah
$396K +$404K +1,086 New
80 81
82
83 84