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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
2026
Pinnacle Family Advisors
Missouri
$331K +$40.1K +1,672 +15%
GWM
2027
GSB Wealth Management
Connecticut
$330K
IAA
2028
Ironsides Asset Advisors
North Carolina
$327K
VLC
2029
Van Leeuwen & Company
New Jersey
$327K +$54.1K +2,256 +21%
FPGK
2030
Financial Partners Group (Kansas)
Kansas
$326K -$24.1K -1,005 -7%
CA
2031
Crewe Advisors
Utah
$326K +$13.3K +556 +5%
MF
2032
Manchester Financial
California
$325K -$22.5K -940 -7%
SC
2033
Slow Capital
California
$325K +$308K +12,840 New
WDL
2034
Well Done LLC
Michigan
$324K +$2.76K +115 +0.9%
SFC
2035
SYM Financial Corp
Indiana
$324K +$5.88K +245 +2%
FM
2036
Family Management
New York
$323K +$306K +12,770 New
PFS
2037
Physicians Financial Services
North Carolina
$321K -$440K -18,360 -59%
TA
2038
TCG Advisors
Texas
$320K -$48.5K -2,021 -14%
FAM
2039
Fenimore Asset Management
New York
$320K +$1.13K +47 +0.4%
DC
2040
DeDora Capital
California
$320K +$5.28K +220 +2%
WA
2041
WP Advisors
California
$319K -$130K -5,439 -30%
RP
2042
Rice Partnership
Hawaii
$318K -$1.51K -63 -0.5%
UCI
2043
Uncommon Cents Investing
Wisconsin
$317K -$50.4K -2,102 -14%
SRC
2044
Sage Rhino Capital
California
$317K +$21.1K +878 +8%
LFG
2045
Larson Financial Group
Missouri
$317K +$24.3K +1,015 +9%
RGIA
2046
Rainier Group Investment Advisory
Washington
$317K +$37.2K +1,553 +14%
WAS
2047
Winch Advisory Services
Wisconsin
$317K +$50.5K +2,105 +20%
MPIA
2048
Mountain Pacific Investment Advisers
Idaho
$317K +$65.5K +2,732 +28%
FBA
2049
Front Barnett Associates
Illinois
$316K -$7.34K -306 -2%
WC
2050
Weil Company
California
$316K +$720 +30 +0.2%