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Name Holding Trade Value Shares
Change
Change in
Stake
TWML
2026
Todd Wealth Management, LLC
Florida
$377K +$382K +15,148 New
RZH
2027
Relyea Zuckerberg Hanson
Connecticut
$376K +$65.5K +2,598 +21%
CAC
2028
Certified Advisory Corp
Florida
$376K -$10.8K -427 -3%
WEG
2029
World Equity Group
Illinois
$376K -$343K -13,601 -47%
WSCM
2030
Wellington Shields Capital Management
New York
$374K +$12K +476 +3%
EC
2031
Estate Counselors
Wisconsin
$374K +$126K +5,000 +50%
CRWM
2032
Castle Rock Wealth Management
California
$373K -$33.7K -1,335 -8%
JEST
2033
JTC Employer Solutions Trustee
Jersey
$373K – – –
AHB
2034
Abner Herrman & Brock
New Jersey
$373K +$6.28K +249 +2%
AIS
2035
Advocate Investing Services
Maryland
$373K +$377K +14,967 New
SIM
2036
Stratos Investment Management
Ohio
$373K -$23.4K -926 -6%
ACS
2037
Archford Capital Strategies
Illinois
$373K -$33.6K -1,334 -8%
WAAG
2038
Wealth Alliance Advisory Group
Kansas
$372K -$30.2K -1,198 -7%
BB
2039
Berkshire Bank
Massachusetts
$372K -$16.3K -647 -4%
MFS
2040
Mattson Financial Services
Michigan
$372K -$281K -11,142 -43%
PE
2041
PCM Encore
Colorado
$372K +$376K +14,927 New
SC
2042
Sawyer & Company
Massachusetts
$372K -$84.7K -3,359 -18%
GS
2043
GWN Securities
Florida
$371K +$150K +5,954 +66%
BOJHT
2044
Bank of Jackson Hole Trust
Wyoming
$369K +$24K +950 +7%
SSWM
2045
Sheets Smith Wealth Management
North Carolina
$369K -$106K -4,204 -22%
Two Sigma Advisers
2046
Two Sigma Advisers
New York
$369K -$2.8M -111,000 -88%
KCIC
2047
Kuhn & Co Investment Counsel
Illinois
$369K +$8.32K +330 +2%
SPF
2048
South Plains Financial
Texas
$368K -$1.26K -50 -0.3%
FPB
2049
First PREMIER Bank
South Dakota
$368K -$38.6K -1,530 -9%
CFFP
2050
Center for Financial Planning
Michigan
$367K +$10.5K +416 +3%