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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
2026
Wolff Wiese Magana
California
$18.7K
TFGT
2027
TS Financial Group (TSFG)
Illinois
$18K
WAG
2028
Wiser Advisor Group
Arizona
$17.1K +$131 +1 +0.8%
CA
2029
Continuum Advisory
Idaho
$17K -$393 -3 -2%
RF
2030
Roxbury Financial
New Jersey
$16.9K +$16.5K +126 New
PC
2031
Promus Capital
Illinois
$16.8K +$17.1K +130 New
HI
2032
Hoey Investments
Pennsylvania
$16.5K -$1.97K -15 -10%
AW
2033
Avion Wealth
Texas
$16K +$262 +2 +2%
MSE
2034
MUFG Securities EMEA
United Kingdom
$15.7K -$33.8K -258 -68%
OWP
2035
ORG Wealth Partners
Texas
$15.6K
AWM
2036
Atticus Wealth Management
Florida
$15.5K
BCPWM
2037
Bradley & Co Private Wealth Management
Florida
$15.1K +$15.3K +117 New
FIA
2038
FPC Investment Advisory
California
$14.9K +$12.9K +98 New
DWM
2039
Darwin Wealth Management
Florida
$14.6K
SAM
2040
Sherman Asset Management
California
$14.3K +$14.6K +111 New
KWAG
2041
Kiely Wealth Advisory Group
North Carolina
$14.2K
IMC
2042
Investment Management Corporation
Virginia
$14.2K +$14.4K +110 New
CAM
2043
Creekmur Asset Management
Illinois
$13.4K
BIA
2044
Bell Investment Advisors
California
$13.2K -$5.51K -42 -29%
CFG
2045
CKW Financial Group
Hawaii
$13K +$13.1K +100 New
NOI
2046
Newton One Investments
Delaware
$13K +$13.1K +100 New
GPFA
2047
Game Plan Financial Advisors
Ohio
$12.9K
OIA
2048
Optimum Investment Advisors
Illinois
$12.9K -$13.1K -100 -50%
DFA
2049
DHJJ Financial Advisors
Illinois
$12.9K
EFP
2050
EnRich Financial Partners
Wisconsin
$12.9K