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Name Holding Trade Value Shares
Change
Change in
Stake
IIC
2026
Integrated Investment Consultants
Michigan
$154K -$72.6K -4,952 -33%
AWA
2027
Archvest Wealth Advisors
California
$154K +$150K +10,244 New
HCM
2028
Hollencrest Capital Management
California
$154K
RA
2029
Rational Advisors
New York
$154K -$61.3K -4,179 -29%
LWM
2030
LJI Wealth Management
Indiana
$153K -$26.4K -1,799 -15%
T
2031
TCWP
Ohio
$153K +$150K +10,216 New
CW
2032
CIC Wealth
Maryland
$153K -$8.06K -550 -5%
IGGA
2033
Iron Gate Global Advisors
Utah
$153K -$8.4K -573 -5%
CWM
2034
Collaborative Wealth Management
Florida
$153K +$149K +10,170 New
GWA
2035
GGM Wealth Advisors
Maryland
$153K -$3.4K -232 -2%
DIM
2036
Delta Investment Management
California
$152K
BA
2037
Bluesphere Advisors
Pennsylvania
$152K -$33.7K -2,296 -18%
MAG
2038
MRA Advisory Group
New Jersey
$152K +$148K +10,119 New
NJBEST
2039
New Jersey Better Educational Savings Trust
New Jersey
$152K
DWA
2040
Douglass Winthrop Advisors
New York
$151K -$36.6K -2,495 -20%
CAM
2041
Cacti Asset Management
Georgia
$150K
RAM
2042
Roanoke Asset Management
New Jersey
$150K -$375K -25,594 -72%
FMP
2043
Financial Management Professionals
Texas
$145K +$18.5K +1,265 +15%
TWM
2044
Tradition Wealth Management
Minnesota
$144K +$2.05K +140 +1%
SOAMC
2045
Spirit of America Management Corp
New York
$143K +$44K +3,000 +46%
FPFS
2046
First Personal Financial Services
North Carolina
$141K +$23.7K +1,616 +21%
GM
2047
GeoWealth Management
Illinois
$141K -$109K -7,423 -44%
WOSD
2048
WFA of San Diego
California
$141K +$14.6K +996 +12%
SAM
2049
S.A. Mason
Michigan
$139K -$154K -10,514 -53%
JFGIW
2050
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$138K -$85.1K -5,806 -39%