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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2026
RMG Wealth Management
Wisconsin
$42.5K -$1.39K -14 -4%
CAL
2027
Capital Advisors Ltd
Ohio
$41K -$10K -101 -20%
PMFA
2028
Plante Moran Financial Advisors
Michigan
$40.3K +$22.9K +231 +132%
PWMG
2029
Prestige Wealth Management Group
New Jersey
$39.7K -$13.7K -138 -26%
API
2030
Asset Planning Inc
California
$39.7K +$9.9K +100 +33%
FFO
2031
Fortitude Family Office
Arizona
$39.5K +$25.6K +259 +186%
WAG
2032
Wilkerson Advisory Group
Missouri
$38.6K +$2.18K +22 +6%
NF
2033
Napier Financial
Massachusetts
$38.2K -$55.4K -560 -59%
MSG
2034
Main Street Group
Virginia
$38.2K – – –
FCAS
2035
First Command Advisory Services
Texas
$37.5K +$10.2K +103 +37%
RA
2036
Rational Advisors
New York
$37.2K -$1.85M -18,664 -98%
BLC
2037
Brown, Lisle/Cummings
Rhode Island
$35.9K +$891 +9 +3%
SWIM
2038
Smallwood Wealth Investment Management
New Jersey
$35.7K – – –
CA
2039
Centerpoint Advisors
Massachusetts
$35K – – –
SC
2040
Solstein Capital
California
$34.7K – – –
SA
2041
Strategic Advocates
Utah
$34.3K -$23.3K -235 -41%
DF
2042
Downshift Financial
Colorado
$34.2K +$34.1K +344 New
AW
2043
Avion Wealth
Texas
$34K -$5.74K -58 -14%
TC
2044
Trust Company
Kansas
$33.7K +$2.48K +25 +8%
JGCM
2045
Joseph Group Capital Management
Ohio
$33.6K -$2.77K -28 -8%
MFC
2046
Mechanics Financial Corp
Ohio
$33.5K +$198 +2 +0.6%
CSC
2047
Caldwell Sutter Capital
California
$33.5K +$15.9K +161 +91%
MP
2048
McDonald Partners
Ohio
$33.3K +$33.2K +335 New
PF
2049
PlanVest Financial
Maryland
$32.2K – – –
BG
2050
Bollard Group
Massachusetts
$32K – – –
80 81
82
83 84