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Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
2026
Blue Bell Private Wealth Management
Pennsylvania
$57.3K
PWMG
2027
Prestige Wealth Management Group
New Jersey
$56.7K +$1.36K +9 +3%
VWA
2028
VSM Wealth Advisory
Maryland
$55.5K +$152 +1 +0.3%
MWM
2029
Mascoma Wealth Management
New Hampshire
$55.4K +$152 +1 +0.3%
CF
2030
Collier Financial
Colorado
$55.3K +$303 +2 +0.6%
POIA
2031
Pin Oak Investment Advisors
Texas
$55K
TC
2032
Tacita Capital
Ontario, Canada
$54.9K
MAM
2033
Marquette Asset Management
Minnesota
$52.6K -$11.1K -73 -18%
CMP
2034
Coston McIsaac & Partners
Maine
$52K +$1.21K +8 +3%
LC
2035
Luminist Capital
Michigan
$51.5K +$48.2K +318 New
BFS
2036
Burkett Financial Services
South Carolina
$51.1K +$152 +1 +0.3%
PCTC
2037
Perkins Coie Trust Company
Washington
$50.2K
IAS
2038
IMA Advisory Services
Colorado
$50K +$37K +244 +375%
OAJ
2039
Ogorek Anthony Joseph
New York
$50K -$2.27K -15 -5%
WPA
2040
West Paces Advisors
Georgia
$49.4K +$46.2K +305 New
AIA
2041
Aventus Investment Advisors
Florida
$48.6K
VR
2042
Vision Retirement
New Jersey
$48.6K
KFP
2043
Kroeger Financial Partners
California
$48.6K +$45.5K +300 New
RWM
2044
Raffa Wealth Management
District of Columbia
$48.2K -$303 -2 -0.7%
NL
2045
NVWM LLC
Pennsylvania
$48.2K +$455 +3 +1%
EP
2046
Evelyn Partners
$47.9K +$44.9K +296 New
CPG
2047
Cornerstone Planning Group
New Jersey
$47.8K -$1.82K -12 -4%
BW
2048
Bravera Wealth
North Dakota
$47K
FUBT
2049
First United Bank & Trust
Maryland
$47K
MIM
2050
Manitou Investment Management
Ontario, Canada
$47K