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Name Holding Trade Value Shares
Change
Change in
Stake
SNB
2026
Security National Bank
Nebraska
$23.2K – – –
PWMG
2027
Private Wealth Management Group
New Jersey
$22.9K – – –
IA
2028
IFS Advisors
Kansas
$22.9K – – –
AT
2029
Arlington Trust
Alabama
$22.5K – – –
HFM
2030
Harvest Fund Management
China
$22K -$297K -1,864 -93%
AW
2031
Avion Wealth
Texas
$22K +$1.75K +11 +8%
APW
2032
Atlantic Private Wealth
North Carolina
$21.8K – – –
FGA
2033
Fortis Group Advisors
New Jersey
$21.8K – – –
MDA
2034
Minot DeBlois Advisors
Massachusetts
$21.8K – – –
PWM
2035
Peck Wealth Management
New York
$21.8K – – –
NECFA
2036
New England Capital Financial Advisors
Connecticut
$21.1K – – –
FFL
2037
Financial Freedom LLC
Ohio
$21.1K – – –
BH
2038
Burk Holdings
Oklahoma
$20.2K +$22.1K +139 New
TFG
2039
Team Financial Group
California
$20K +$159 +1 +0.7%
TFGT
2040
TS Financial Group (TSFG)
Illinois
$20K – – –
PAI
2041
Pittenger & Anderson Inc
Nebraska
$19.9K – – –
WAG
2042
Wiser Advisor Group
Arizona
$19.6K +$159 +1 +0.7%
AAG
2043
Accordant Advisory Group
Maryland
$19.6K -$10.5K -66 -33%
Loomis, Sayles & Company
2044
Loomis, Sayles & Company
Massachusetts
$19.6K -$8.6K -54 -29%
RF
2045
Roxbury Financial
New Jersey
$19.1K +$159 +1 +0.8%
HHCP
2046
Hilton Head Capital Partners
South Carolina
$18.2K – – –
AWM
2047
Activest Wealth Management
Florida
$17.5K -$18.5K -116 -49%
WCM
2048
Winthrop Capital Management
Indiana
$17K – – –
BCPWM
2049
Bradley & Co Private Wealth Management
Florida
$17K – – –
RS
2050
Rakuten Securities
Japan
$16.7K -$2.71K -17 -13%