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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2026
Merriman Wealth Management
Washington
$446K +$41.8K +1,506 +10%
W
2027
Wealthquest
Ohio
$446K -$6.05K -218 -1%
NCM
2028
Next Capital Management
New York
$445K +$445K +16,020 New
CGA
2029
Crescent Grove Advisors
Illinois
$445K -$5.02K -181 -1%
VCP
2030
Verus Capital Partners
Arizona
$445K +$2.94K +106 +0.7%
PRI
2031
Prepared Retirement Institute
Pennsylvania
$443K +$3.55K +128 +0.8%
ADL
2032
Asset Dedication LLC
California
$443K -$10.5K -379 -2%
FFWM
2033
Future Financial Wealth Management
Ohio
$443K +$109K +3,929 +33%
PFS
2034
Prospect Financial Services
New York
$442K +$79.5K +2,864 +22%
CASB
2035
Cape Ann Savings Bank
Massachusetts
$441K -$15K -542 -3%
ACM
2036
Alethea Capital Management
Washington
$441K +$440K +15,874 New
TFS
2037
Thoroughbred Financial Services
Tennessee
$440K -$347K -12,505 -44%
MA
2038
MBA Advisors
Pennsylvania
$439K -$2.03K -73 -0.5%
BWA
2039
Burt Wealth Advisors
Maryland
$439K +$31.7K +1,143 +8%
PSC
2040
Prentiss Smith & Co
Vermont
$439K -$41.5K -1,496 -9%
WFI
2041
West Family Investments
California
$439K +$439K +15,824 New
GCP
2042
GSA Capital Partners
United Kingdom
$439K +$439K +15,826 New
EA
2043
Eclectic Associates
California
$438K -$27.9K -1,006 -6%
FHC
2044
First Heartland Consultants
Missouri
$438K +$76.9K +2,773 +21%
CWP
2045
Core Wealth Partners
California
$437K +$11.5K +413 +3%
APW
2046
Acima Private Wealth
Virginia
$437K
DWM
2047
Drive Wealth Management
Utah
$435K -$159K -5,719 -27%
CRIG
2048
Charter Research & Investment Group
Connecticut
$435K -$50.8K -1,831 -10%
CHP
2049
Cable Hill Partners
Oregon
$434K
CW
2050
Channel Wealth
California
$432K +$12.9K +466 +3%