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Name Holding Trade Value Shares
Change
Change in
Stake
FPB
2026
First PREMIER Bank
South Dakota
$61K – – –
VWA
2027
Valued Wealth Advisors
Utah
$59.9K – – –
PCFFS
2028
Pacific Center for Financial Services
California
$59.9K – – –
CCMI
2029
Creative Capital Management Investments
California
$59.7K +$6.21K +41 +13%
FC
2030
Financial Consulate
Maryland
$59.6K -$74.1K -489 -57%
AA
2031
Addison Advisors
Vermont
$59.1K -$496K -3,273 -90%
HIC
2032
Hamrick Investment Counsel
Washington
$58.3K -$164K -1,082 -75%
NAMP
2033
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$58K +$50.9K +336 New
BBPWM
2034
Blue Bell Private Wealth Management
Pennsylvania
$57.3K – – –
PWMG
2035
Prestige Wealth Management Group
New Jersey
$56.7K +$1.36K +9 +3%
VWA
2036
VSM Wealth Advisory
Maryland
$55.5K +$152 +1 +0.3%
MWM
2037
Mascoma Wealth Management
New Hampshire
$55.4K +$152 +1 +0.3%
CF
2038
Collier Financial
Colorado
$55.3K +$303 +2 +0.6%
POIA
2039
Pin Oak Investment Advisors
Texas
$55K – – –
TC
2040
Tacita Capital
Ontario, Canada
$54.9K – – –
MAM
2041
Marquette Asset Management
Minnesota
$52.6K -$11.1K -73 -18%
CMP
2042
Coston McIsaac & Partners
Maine
$52K +$1.21K +8 +3%
BIM
2043
Bullseye Investment Management
Ohio
$51.8K – – –
LC
2044
Luminist Capital
Michigan
$51.5K +$48.2K +318 New
BFS
2045
Burkett Financial Services
South Carolina
$51.1K +$152 +1 +0.3%
PCTC
2046
Perkins Coie Trust Company
Washington
$50.2K – – –
IAS
2047
IMA Advisory Services
Colorado
$50K +$37K +244 +375%
OAJ
2048
Ogorek Anthony Joseph
New York
$50K -$2.27K -15 -5%
WPA
2049
West Paces Advisors
Georgia
$49.4K +$46.2K +305 New
AIA
2050
Aventus Investment Advisors
Florida
$48.6K – – –