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Name Holding Trade Value Shares
Change 		Change in
Stake
RW
2026
Rede Wealth
Virginia
$486K – – –
VC
2027
Veracity Capital
Georgia
$485K +$19.2K +1,200 +5%
ONST
2028
Old North State Trust
North Carolina
$484K +$1.28K +80 +0.3%
HFS
2029
Howard Financial Services
Texas
$484K +$4.49K +280 +1%
HI
2030
Hudock Inc
Pennsylvania
$483K +$32.1K +2,000 +9%
AWM
2031
Aries Wealth Management
Maine
$480K – – –
OFA
2032
Oak Family Advisors
Illinois
$480K – – –
CA
2033
Centerpoint Advisors
Massachusetts
$480K +$385K +24,000 New
E
2034
Ergoteles
New York
$480K +$385K +24,000 New
PAA
2035
Peregrine Asset Advisers
Oregon
$478K +$73.1K +4,560 +24%
AWA
2036
Aaron Wealth Advisors
Illinois
$476K +$40.4K +2,520 +12%
WFMPM
2037
Woodley Farra Manion Portfolio Management
Indiana
$471K -$9.62K -600 -2%
WA
2038
Wealth Architects
California
$471K +$5.77K +360 +2%
SIC
2039
Samalin Investment Counsel
New York
$466K +$19.2K +1,200 +5%
HR
2040
Howe & Rusling
New York
$465K -$70.5K -4,400 -16%
SIAP
2041
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$461K – – –
MFWM
2042
Motley Fool Wealth Management
Virginia
$460K -$3.21K -200 -0.9%
TWM
2043
Titus Wealth Management
California
$460K +$73.1K +4,560 +25%
TS
2044
Tamar Securities
California
$460K +$369K +23,000 New
CG
2045
Clarus Group
Texas
$457K – – –
APA
2046
Allegiant Private Advisors
Florida
$456K +$3.21K +200 +0.9%
T
2047
TRUADVICE
Florida
$456K +$1.23M +77,000 +427%
FWM
2048
Focused Wealth Management
New York
$454K -$41.7K -2,600 -10%
ESBC
2049
E.S. Barr & Co
Kentucky
$454K +$2.56K +160 +0.7%
SMA
2050
Sage Mountain Advisors
Georgia
$454K +$118K +7,360 +48%
80 81
82
83 84