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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
2026
Towercrest Capital Management
Pennsylvania
$722K -$1.59K -20 -0.2%
AWMG
2027
Alliance Wealth Management Group
New Jersey
$722K
BIG
2028
Brookwood Investment Group
Arizona
$722K -$69.2K -871 -9%
CM
2029
Capula Management
Cayman Islands
$721K +$424K +5,331 +141%
AFP
2030
Ausdal Financial Partners
Iowa
$720K +$194K +2,439 +37%
AWP
2031
Abacus Wealth Partners
California
$719K -$11.4K -144 -2%
FWA
2032
FSM Wealth Advisors
Ohio
$717K +$318K +4,003 +82%
I
2033
InvesTrust
Oklahoma
$717K
MSR
2034
Main Street Research
Connecticut
$717K -$20.8K -262 -3%
FBFS
2035
First Business Financial Services
Wisconsin
$716K -$21.4K -269 -3%
LAI
2036
Legal Advantage Investments
California
$716K +$401K +5,040 +126%
CFA
2037
Capstone Financial Advisors
Illinois
$715K -$30.3K -381 -4%
MMM
2038
Mendel Money Management
Illinois
$715K +$22.7K +286 +3%
DW30
2039
Drucker Wealth 3.0
New Jersey
$713K +$432K +5,434 +176%
EP
2040
Essential Partners
California
$713K +$715K +9,001 New
LAM
2041
Lynch Asset Management
Pennsylvania
$712K +$15.9K +200 +2%
SLWA
2042
San Luis Wealth Advisors
California
$711K +$714K +8,983 New
BWP
2043
Barlow Wealth Partners
Kentucky
$709K
SA
2044
Strategic Advisors
New York
$708K -$349K -4,391 -33%
LRPA
2045
L. Roy Papp & Associates
Arizona
$707K +$79 +1 +0%
SAA
2046
Southeast Asset Advisors
Georgia
$706K +$40.8K +513 +6%
FCM
2047
Family Capital Management
Michigan
$705K +$407K +5,122 +136%
SCM
2048
Schnieders Capital Management
California
$704K -$330K -4,157 -32%
IA
2049
Integrity Alliance
Iowa
$703K -$1.3M -16,295 -65%
AG
2050
AmeriFlex Group
Nevada
$701K -$55.8K -702 -7%