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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
2026
EverSource Wealth Advisors
Alabama
$777K +$344K +3,856 +75%
BHIC
2027
Bassett Hargrove Investment Counsel
Delaware
$772K +$801K +8,969 New
MIM
2028
MTM Investment Management
South Carolina
$771K
RIS
2029
Retirement Income Solutions
Michigan
$768K
FIA
2030
Foundations Investment Advisors
Arizona
$767K +$330K +3,702 +71%
OGC
2031
Oak Grove Capital
New Hampshire
$766K
HFM
2032
Harvest Fund Management
China
$766K +$50.3K +564 +7%
WW
2033
Westshore Wealth
California
$765K -$35.6K -399 -4%
LIA
2034
LBMC Investment Advisors
Tennessee
$765K -$9.28K -104 -1%
GSB
2035
Greenfield Savings Bank
Massachusetts
$765K -$625 -7 -0.1%
JWBC
2036
J.W. Burns & Co
New York
$765K +$179 +2 +0%
KFA
2037
Krane Funds Advisors
New York
$763K -$44.5K -498 -5%
RCM
2038
RNC Capital Management
California
$762K -$34.2K -383 -4%
BC
2039
Barrett & Company
Rhode Island
$762K +$613K +6,864 New
AWMG
2040
Alliance Wealth Management Group
New Jersey
$759K
TCM
2041
Towercrest Capital Management
Pennsylvania
$759K
GWA
2042
GGM Wealth Advisors
Maryland
$759K +$179 +2 +0%
FF
2043
FourThought Financial
Florida
$758K -$98.8K -1,107 -11%
ER
2044
Enlightenment Research
Florida
$758K +$786K +8,800 New
JSW
2045
Journey Strategic Wealth
New Jersey
$757K +$302K +3,379 +63%
OCG
2046
Opus Capital Group
Ohio
$755K +$179 +2 +0%
MCM
2047
MV Capital Management
Maryland
$754K +$136K +1,519 +21%
CA
2048
Claro Advisors
Massachusetts
$753K
LI
2049
Lafayette Investments
Maryland
$752K -$223K -2,500 -22%
FFIC
2050
First Fiduciary Investment Counsel
Ohio
$751K