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Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
2026
Founders Financial Securities
Maryland
$500K +$235K +888 +107%
CWA
2027
Clarus Wealth Advisors
Arizona
$497K +$2.64K +10 +0.6%
SAM
2028
Security Asset Management
New York
$496K – – –
FPCP
2029
Fort Point Capital Partners
California
$495K +$5.28K +20 +1%
TIAM2
2030
Tru Independence Asset Management 2
Oregon
$495K +$64.4K +244 +17%
PAM
2031
Private Asset Management
California
$493K -$76.6K -290 -15%
EWM
2032
Evermay Wealth Management
Virginia
$493K – – –
MA
2033
MCF Advisors
Kentucky
$493K +$58.9K +223 +15%
LCM
2034
Leisure Capital Management
California
$490K – – –
PL
2035
Parthenon LLC
Kentucky
$490K – – –
RCA
2036
Ranch Capital Advisors
Florida
$489K -$13.2K -50 -3%
CWP
2037
Capital Wealth Planning
Florida
$488K -$22.7K -86 -5%
CPA
2038
Capital Planning Advisors
California
$488K +$8.72K +33 +2%
FG
2039
Fiduciary Group
Georgia
$487K +$2.38K +9 +0.5%
GFPC
2040
Global Financial Private Client
Florida
$485K +$153K +580 +53%
SCM
2041
Southport Capital Management
Tennessee
$481K -$4.75K -18 -1%
CHP
2042
Cable Hill Partners
Oregon
$480K +$28.8K +109 +7%
EWM
2043
Endurance Wealth Management
Rhode Island
$479K – – –
MWA
2044
Moser Wealth Advisors
Washington
$479K +$243K +920 +127%
BFC
2045
Bedel Financial Consulting
Indiana
$477K +$102K +385 +31%
WCA
2046
Waratah Capital Advisors
Ontario, Canada
$475K +$431K +1,631 New
GFS
2047
GYL Financial Synergies
Connecticut
$473K +$3.43K +13 +0.8%
TWP
2048
Tempus Wealth Planning
California
$472K +$29.6K +112 +7%
ANB
2049
Amarillo National Bank
Texas
$470K – – –
ODG
2050
O'Dell Group
Ohio
$468K – – –
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