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Name Holding Trade Value Shares
Change
Change in
Stake
HFM
2026
Harvest Fund Management
China
$22K -$297K -1,864 -93%
AW
2027
Avion Wealth
Texas
$22K +$1.75K +11 +8%
APW
2028
Atlantic Private Wealth
North Carolina
$21.8K
FGA
2029
Fortis Group Advisors
New Jersey
$21.8K
MDA
2030
Minot DeBlois Advisors
Massachusetts
$21.8K
PWM
2031
Peck Wealth Management
New York
$21.8K
NECFA
2032
New England Capital Financial Advisors
Connecticut
$21.1K
FFL
2033
Financial Freedom LLC
Ohio
$21.1K
BH
2034
Burk Holdings
Oklahoma
$20.2K +$22.1K +139 New
TFG
2035
Team Financial Group
California
$20K +$159 +1 +0.7%
TFGT
2036
TS Financial Group (TSFG)
Illinois
$20K
PAI
2037
Pittenger & Anderson Inc
Nebraska
$19.9K
WAG
2038
Wiser Advisor Group
Arizona
$19.6K +$159 +1 +0.7%
AAG
2039
Accordant Advisory Group
Maryland
$19.6K -$10.5K -66 -33%
Loomis, Sayles & Company
2040
Loomis, Sayles & Company
Massachusetts
$19.6K -$8.6K -54 -29%
RF
2041
Roxbury Financial
New Jersey
$19.1K +$159 +1 +0.8%
HHCP
2042
Hilton Head Capital Partners
South Carolina
$18.2K
AWM
2043
Activest Wealth Management
Florida
$17.5K -$18.5K -116 -49%
WCM
2044
Winthrop Capital Management
Indiana
$17K
BCPWM
2045
Bradley & Co Private Wealth Management
Florida
$17K
RS
2046
Rakuten Securities
Japan
$16.7K -$2.71K -17 -13%
FLP
2047
Financial Life Planners
Arizona
$16.6K +$18.2K +114 New
DWM
2048
Darwin Wealth Management
Florida
$16.5K
SAM
2049
Sherman Asset Management
California
$16.1K
C
2050
Covestor
United Kingdom
$16K -$13.9K -87 -45%