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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
2026
Bouchey Financial Group
New York
$377K +$101K +3,650 +39%
FAFN
2027
First Affirmative Financial Network
Colorado
$377K -$20.3K -736 -5%
GSWA
2028
Good Steward Wealth Advisors
Tennessee
$376K -$200K -7,253 -36%
BHIA
2029
Birch Hill Investment Advisors
Massachusetts
$376K
ISFAN
2030
Investor's Fiduciary Advisor Network
Washington
$376K +$358K +13,004 New
SPA
2031
Shore Point Advisors
New Jersey
$375K
SI
2032
Seeds Investor
New York
$375K -$6.37K -231 -2%
SCM
2033
Schnieders Capital Management
California
$374K -$104K -3,785 -23%
FFA
2034
Fi3 Financial Advisors
Indiana
$374K -$17.4K -630 -5%
LCM
2035
LCM Capital Management
Illinois
$373K +$7.22K +262 +2%
RWP
2036
Revolve Wealth Partners
New Jersey
$373K +$193 +7 +0.1%
CFA
2037
Capstone Financial Advisors
Illinois
$373K -$9.73K -353 -3%
VPP
2038
Vertex Planning Partners
Illinois
$372K +$110 +4 +0%
CL
2039
CLG LLC
California
$370K -$26.8K -972 -7%
MIP
2040
Marietta Investment Partners
Wisconsin
$369K
PAG
2041
Poinciana Advisors Group
Florida
$369K +$4K +145 +1%
GFPC
2042
Global Financial Private Client
Florida
$369K +$3.83K +139 +1%
MAM
2043
MWA Asset Management
Massachusetts
$368K +$13.6K +492 +4%
PAG
2044
Powers Advisory Group
Illinois
$367K +$7.69K +279 +2%
RA
2045
Riversedge Advisors
Delaware
$367K +$20.9K +757 +6%
GAM
2046
Gemmer Asset Management
California
$367K +$103K +3,738 +42%
PWM
2047
Paulson Wealth Management
Illinois
$366K +$22.3K +809 +7%
MWM
2048
Maridea Wealth Management
New York
$366K -$205K -7,457 -37%
CGH
2049
CMG Global Holdings
Texas
$366K -$21.3K -772 -6%
NWAG
2050
Net Worth Advisory Group
Utah
$366K +$107K +3,865 +44%