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Name Holding Trade Value Shares
Change
Change in
Stake
WFC
2026
Western Financial Corp
California
$408K +$32.6K +1,223 +9%
SSWM
2027
Sheets Smith Wealth Management
North Carolina
$408K -$7.43K -279 -2%
ACP
2028
Argyle Capital Partners
California
$407K +$16.1K +606 +4%
CFD
2029
Creative Financial Designs
Indiana
$407K +$46.5K +1,748 +14%
LAI
2030
Legal Advantage Investments
California
$407K
SC
2031
Saybrook Capital
North Carolina
$407K
SPA
2032
Sound Portfolio Advisors
Connecticut
$405K -$319 -12 -0.1%
GWA
2033
Gratus Wealth Advisors
Virginia
$405K +$958 +36 +0.3%
BI
2034
Beckerman Institutional
New Jersey
$405K -$7.32K -275 -2%
SAW
2035
Signal Advisors Wealth
Michigan
$404K +$383K +14,389 New
MWA
2036
Midland Wealth Advisors
Illinois
$403K -$25.3K -949 -6%
VDI
2037
Vaughan David Investments
Illinois
$402K +$49.7K +1,866 +15%
WAM
2038
Walker Asset Management
Missouri
$401K -$1.25K -47 -0.3%
SC
2039
Sawyer & Company
Massachusetts
$401K -$17.3K -650 -4%
GWMR
2040
GC Wealth Management RIA
Massachusetts
$400K -$112K -4,205 -23%
SPF
2041
South Plains Financial
Texas
$400K -$14.7K -552 -4%
PA
2042
PSI Advisors
Florida
$399K +$10.6K +400 +3%
DWM
2043
Denver Wealth Management
Colorado
$398K +$132K +4,965 +54%
CMP
2044
Coston McIsaac & Partners
Maine
$398K +$2.72K +102 +0.7%
ONST
2045
Old North State Trust
North Carolina
$397K -$16K -600 -4%
TWP
2046
Triad Wealth Partners
Kansas
$397K -$168K -6,328 -31%
LCM
2047
LCM Capital Management
Illinois
$396K +$2.93K +110 +0.8%
MFG
2048
Mainsail Financial Group
Washington
$396K
OIA
2049
Oakmont Investment Advisors
Pennsylvania
$395K -$54.3K -2,039 -13%
JTWM
2050
Jackson Thornton Wealth Management
Alabama
$395K +$52K +1,953 +15%