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Name Holding Trade Value Shares
Change
Change in
Stake
OAJ
2026
Ogorek Anthony Joseph
New York
$17K -$93.1K -8,000 -86%
FPFS
2027
First Personal Financial Services
North Carolina
$16K
MAM
2028
Marquette Asset Management
Minnesota
$16K
LS
2029
Leelyn Smith
Illinois
$15K
BWA
2030
Burt Wealth Advisors
Maryland
$15K +$465 +40 +4%
LAS
2031
Lloyd Advisory Services
Georgia
$15K +$13K +1,120 New
GTAM
2032
Global Trust Asset Management
Florida
$14K -$549K -47,160 -98%
APWM
2033
Atlas Private Wealth Management
New York
$14K -$12.1K -1,040 -51%
SWM
2034
Selective Wealth Management
Virginia
$14K -$5.58K -480 -32%
SC
2035
SouthState Corp
Florida
$14K +$11.6K +1,000 New
FCM
2036
Firestone Capital Management
Florida
$14K +$12.1K +1,040 New
FEG
2037
Financial Enhancement Group
Indiana
$12K
PK
2038
Pflug Koory
Nebraska
$12K
AW
2039
Avion Wealth
Texas
$11K +$9.31K +800 New
CCM
2040
Chiron Capital Management
Florida
$11K +$9.31K +800 New
TIM
2041
Tortoise Investment Management
New York
$9K
AA
2042
AlphaMark Advisors
Kentucky
$8K -$2.33K -200 -25%
DTIM
2043
Danda Trouve Investment Management
Kansas
$8K +$6.98K +600 New
TI
2044
tru Independence
Oregon
$7K -$48.9K -4,200 -89%
HF
2045
Halpern Financial
Virginia
$6.5K +$5.58K +480 New
CG
2046
Cutler Group
California
$5K
DOA
2047
D'Orazio & Associates
Virginia
$5K
PCTC
2048
Perkins Coie Trust Company
Washington
$5K
IF
2049
Ironwood Financial
Arizona
$5K +$4.19K +360 New
CWA
2050
Carolina Wealth Advisors
South Carolina
$5K +$4.65K +400 New