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Name Holding Trade Value Shares
Change
Change in
Stake
WEG
2026
World Equity Group
Illinois
$376K -$343K -13,601 -47%
WSCM
2027
Wellington Shields Capital Management
New York
$374K +$12K +476 +3%
EC
2028
Estate Counselors
Wisconsin
$374K +$126K +5,000 +50%
CRWM
2029
Castle Rock Wealth Management
California
$373K -$33.7K -1,335 -8%
JEST
2030
JTC Employer Solutions Trustee
Jersey
$373K
AHB
2031
Abner Herrman & Brock
New Jersey
$373K +$6.28K +249 +2%
AIS
2032
Advocate Investing Services
Maryland
$373K +$377K +14,967 New
SIM
2033
Stratos Investment Management
Ohio
$373K -$23.4K -926 -6%
ACS
2034
Archford Capital Strategies
Illinois
$373K -$33.6K -1,334 -8%
WAAG
2035
Wealth Alliance Advisory Group
Kansas
$372K -$30.2K -1,198 -7%
BB
2036
Berkshire Bank
Massachusetts
$372K -$16.3K -647 -4%
MFS
2037
Mattson Financial Services
Michigan
$372K -$281K -11,142 -43%
PE
2038
PCM Encore
Colorado
$372K +$376K +14,927 New
SC
2039
Sawyer & Company
Massachusetts
$372K -$84.7K -3,359 -18%
GS
2040
GWN Securities
Florida
$371K +$150K +5,954 +66%
BOJHT
2041
Bank of Jackson Hole Trust
Wyoming
$369K +$24K +950 +7%
SSWM
2042
Sheets Smith Wealth Management
North Carolina
$369K -$106K -4,204 -22%
Two Sigma Advisers
2043
Two Sigma Advisers
New York
$369K -$2.8M -111,000 -88%
KCIC
2044
Kuhn & Co Investment Counsel
Illinois
$369K +$8.32K +330 +2%
SPF
2045
South Plains Financial
Texas
$368K -$1.26K -50 -0.3%
FPB
2046
First PREMIER Bank
South Dakota
$368K -$38.6K -1,530 -9%
CFFP
2047
Center for Financial Planning
Michigan
$367K +$10.5K +416 +3%
OFS
2048
OneAscent Financial Services
Alabama
$367K -$640K -25,394 -63%
ONST
2049
Old North State Trust
North Carolina
$367K -$134K -5,324 -27%
BW
2050
BIP Wealth
Georgia
$367K +$165K +6,534 +80%