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Name Holding Trade Value Shares
Change
Change in
Stake
XS
2026
XR Securities
Illinois
$668K +$117K +2,640 +20%
IDBONY
2027
Israel Discount Bank of New York
New York
$668K +$687K +15,518 New
WPC
2028
White Pine Capital
Minnesota
$664K
ESBC
2029
E.S. Barr & Co
Kentucky
$663K +$2.52K +57 +0.4%
CCWA
2030
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$662K +$18.7K +421 +3%
GWSG
2031
GPS Wealth Strategies Group
Colorado
$660K +$2.88K +65 +0.4%
NG
2032
Northstar Group
New York
$660K +$11K +248 +2%
GIA
2033
GHP Investment Advisors
Colorado
$659K -$25.5K -575 -4%
CYG
2034
Clean Yield Group
Vermont
$659K +$24.9K +562 +4%
B
2035
Bridgeworth
Alabama
$659K +$29.5K +666 +5%
OAM
2036
Oak Asset Management
California
$658K
GAG
2037
GM Advisory Group
New York
$655K +$133 +3 +0%
SFI
2038
SPC Financial Inc
Maryland
$653K -$28.8K -651 -4%
JCIA
2039
Jackson Creek Investment Advisors
Colorado
$653K -$21.9K -494 -3%
RTC
2040
Riverview Trust Company
Washington
$653K +$11.1K +250 +2%
EFM
2041
E Fund Management
China
$652K +$672K +15,163 New
WAG
2042
Winthrop Advisory Group
Massachusetts
$649K +$33.6K +759 +5%
CHA
2043
Carmichael Hill & Associates
Maryland
$648K +$6.47K +146 +1%
ZAM
2044
Zevin Asset Management
Massachusetts
$645K -$6.64K -150 -1%
MFS
2045
Monetta Financial Services
Illinois
$645K +$665K +15,000 New
Wealth Enhancement Advisory Services
2046
Wealth Enhancement Advisory Services
Minnesota
$644K -$2.28M -51,508 -78%
AL
2047
ACAS LLC
California
$642K -$27.5K -621 -4%
CAN
2048
Claraphi Advisory Network
United States
$642K +$25.5K +575 +4%
SIC
2049
Sigma Investment Counselors
Michigan
$641K +$4.39K +99 +0.7%
KWMG
2050
King Wealth Management Group
Florida
$641K +$9.04K +204 +1%