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Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
2026
Divergent Wealth Advisors
Utah
$216K +$224K +8,034 New
GWM
2027
Greenwich Wealth Management
Connecticut
$216K +$224K +8,035 New
SC
2028
Stratford Consulting
Texas
$214K -$41.4K -1,488 -16%
AWP
2029
Ascent Wealth Partners
New York
$214K -$13.7K -494 -6%
MAM
2030
Morse Asset Management
Connecticut
$214K +$22.1K +794 +11%
FP
2031
Factorial Partners
New York
$214K -$575K -20,654 -72%
HA
2032
Harborview Advisors
Maine
$213K +$250 +9 +0.1%
AMM
2033
American Money Management
California
$213K +$15.5K +556 +8%
CG
2034
CFO4Life Group
Texas
$212K -$80.1K -2,877 -27%
KA
2035
Kaizen Advisory
Illinois
$212K – – –
RIS
2036
Retirement Income Solutions
Michigan
$211K -$23.2K -834 -10%
ABP
2037
Arthur B. Page
$211K -$7.35K -264 -3%
KWA
2038
KCS Wealth Advisory
California
$211K +$27.4K +985 +14%
PWM
2039
Perigon Wealth Management
California
$209K -$53.8K -1,933 -20%
KPCM
2040
Kings Point Capital Management
New York
$209K -$37.2K -1,335 -15%
AC
2041
Allstate Corporation
Illinois
$207K +$9.1K +327 +4%
TCM
2042
Tradewinds Capital Management
Washington
$206K +$30.6K +1,099 +17%
VNA
2043
VNBTrust National Association
Virginia
$205K -$12.5K -448 -6%
JFGLC
2044
Johnson Financial Group LLC (Colorado)
Colorado
$204K -$44.3K -1,593 -17%
RP
2045
Riverbridge Partners
Minnesota
$203K +$250 +9 +0.1%
GCA
2046
Greenwood Capital Associates
South Carolina
$201K – – –
JWBC
2047
John W. Bristol & Co
New York
$201K +$207K +7,454 New
CA
2048
Crewe Advisors
Utah
$199K -$5.93K -213 -3%
CF
2049
Corrigan Financial
Rhode Island
$196K -$445 -16 -0.2%
SIAP
2050
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$191K – – –
80 81
82
83 84