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Name Holding Trade Value Shares
Change 		Change in
Stake
VFG
2026
V2 Financial group
Illinois
$404K – – –
AWM
2027
Ariadne Wealth Management
California
$403K +$338K +5,060 New
SCM
2028
Seascape Capital Management
New Hampshire
$403K +$669 +10 +0.2%
LWM
2029
Liberty Wealth Management
California
$401K -$2.23M -33,360 -85%
CWM
2030
Cherrydale Wealth Management
New Jersey
$401K – – –
CTA
2031
Colonial Trust Advisors
South Carolina
$401K +$15.4K +230 +4%
WMWM
2032
Whitaker-Myers Wealth Managers
Ohio
$400K +$136K +2,040 +57%
SB
2033
Sunflower Bank
Texas
$399K +$32.8K +490 +10%
APM
2034
a16z Perennial Management
California
$399K – – –
AA
2035
Acorns Advisers
California
$398K +$20.1K +300 +6%
RWA
2036
Rooted Wealth Advisors
Illinois
$397K +$102K +1,530 +37%
APG
2037
Abacus Planning Group
South Carolina
$396K +$50.2K +750 +15%
4WM
2038
44 Wealth Management
Oregon
$396K +$354K +5,290 New
TCOV
2039
Trust Company of Vermont
Vermont
$394K +$20.1K +300 +6%
BWP
2040
Barlow Wealth Partners
Kentucky
$394K – – –
PWS
2041
Peterson Wealth Services
Utah
$394K -$161K -2,400 -30%
TF
2042
Trek Financial
Arizona
$394K -$38.1K -570 -9%
TFA
2043
Tobias Financial Advisors
Florida
$394K -$8.03K -120 -2%
MWM
2044
Mindset Wealth Management
Indiana
$394K +$371K +5,550 New
WC
2045
Weil Company
California
$393K – – –
SFS
2046
Summit Financial Strategies
Ohio
$392K +$370K +5,530 New
AA
2047
Auxano Advisors
Washington
$391K +$6.02K +90 +2%
BMC
2048
Benin Management Corp
Connecticut
$391K +$16.7K +250 +5%
OWMIAS
2049
One Wealth Management Investment & Advisory Services
Florida
$390K -$1.74M -25,960 -83%
OWM
2050
Opes Wealth Management
California
$389K -$3.34K -50 -0.9%
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