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Name Holding Trade Value Shares
Change
Change in
Stake
WS
2026
Wela Strategies
Georgia
$233K +$211K +10,606 New
TAM
2027
TCP Asset Management
Ohio
$233K -$12.5K -626 -6%
PAMG
2028
Patton Albertson Miller Group
Tennessee
$232K -$756 -38 -0.4%
DWAM
2029
Duncan Williams Asset Management
Tennessee
$232K +$209K +10,523 New
MWM
2030
MBE Wealth Management
Wisconsin
$231K -$19.4K -977 -8%
CCA
2031
Carrera Capital Advisors
Michigan
$231K -$20.3K -1,022 -9%
TWP
2032
Triad Wealth Partners
Kansas
$231K -$24.1K -1,209 -10%
BFG
2033
Bouchey Financial Group
New York
$230K -$30.2K -1,516 -13%
PWM
2034
Palumbo Wealth Management
New York
$230K +$2.05K +103 +1%
RA
2035
Rodgers & Associates
Pennsylvania
$230K +$3.36K +169 +2%
MA
2036
MKT Advisors
California
$230K -$2.79K -140 -1%
EG
2037
Ellerson Group
Maryland
$230K
EWM
2038
Endowment Wealth Management
Wisconsin
$230K -$4.4K -221 -2%
SFG
2039
Sowa Financial Group
Rhode Island
$229K +$207K +10,394 New
CGA
2040
Crescent Grove Advisors
Illinois
$229K +$207K +10,404 New
BTIM
2041
BancFirst Trust & Investment Management
Oklahoma
$229K -$122K -6,146 -37%
GDP
2042
Great Diamond Partners
Maine
$228K -$127K -6,384 -38%
JWCA
2043
J.W. Coons Advisors
Ohio
$228K
WEG
2044
World Equity Group
Illinois
$228K -$27.5K -1,384 -12%
OS
2045
Objectivity Squared
South Carolina
$228K
CWA
2046
CJM Wealth Advisers
Virginia
$227K +$1.19K +60 +0.6%
CB
2047
Centennial Bank
Arkansas
$227K -$25.6K -1,289 -11%
CVA
2048
Central Valley Advisors
California
$227K +$60 +3 +0%
HBS
2049
Howard Bailey Securities
Indiana
$227K +$205K +10,308 New
WA
2050
WBH Advisory
Maryland
$227K +$205K +10,304 New