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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
2026
Legend Financial Advisors
Pennsylvania
$22.7K +$23.4K +264 New
CCA
2027
Column Capital Advisors
Indiana
$22K -$39.9K -450 -63%
DWP
2028
Destiny Wealth Partners
Florida
$22K – – –
GC
2029
Gould Capital
Washington
$22K – – –
RA
2030
Resolute Advisors
California
$22K – – –
RCM
2031
Raleigh Capital Management
North Carolina
$22K +$22.2K +250 +8,333%
CWA
2032
Clearview Wealth Advisors
Oregon
$21K -$7.18K -81 -25%
TCM
2033
Tradewinds Capital Management
Washington
$21K – – –
AFS
2034
Annapolis Financial Services
Maryland
$20K -$4.7K -53 -19%
HWM
2035
HighMark Wealth Management
Minnesota
$20K +$709 +8 +3%
OLVIG
2036
Oliver Lagore Vanvalin Investment Group
Michigan
$19K +$355 +4 +2%
CTC (Chicago Trading Company)
2037
CTC (Chicago Trading Company)
Illinois
$18.6K +$7.71K +87 +67%
CDIA
2038
Capital Directions Investment Advisors
Georgia
$18K -$18.2K -205 Closed
BHWM
2039
Beaird Harris Wealth Management
Texas
$18K -$12K -135 -40%
LWP
2040
Lumature Wealth Partners
Georgia
$18K – – –
FCG
2041
Financial Connections Group
California
$17K -$16.8K -190 -49%
BCMLT
2042
Beacon Capital Management LLC (Tennessee)
Tennessee
$17K -$10.1K -114 -32%
APW
2043
Axim Planning & Wealth
Ohio
$17K – – –
PP
2044
PrairieView Partners
Minnesota
$17K – – –
PCA
2045
Providence Capital Advisors
North Carolina
$17K – – –
PO
2046
Private Ocean
California
$17K +$4.26K +48 +31%
RCG
2047
Rock Creek Group
District of Columbia
$15K +$9.84K +111 +185%
BAM
2048
Baldrige Asset Management
Pennsylvania
$14K – – –
AA
2049
Addison Advisors
Vermont
$14K +$10.6K +120 +267%
KA
2050
Kozak & Associates
Colorado
$13K -$94.5K -1,066 -87%