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Name Holding Trade Value Shares
Change 		Change in
Stake
RF
2026
Rossby Financial
Florida
$1.62M +$375K +942 +32%
PWA
2027
PCG Wealth Advisors
Kansas
$1.62M +$165K +415 +12%
KFI
2028
Key Financial Inc
Pennsylvania
$1.62M -$59.7K -150 -4%
IWM
2029
Iams Wealth Management
Nebraska
$1.61M +$140K +353 +10%
BFC
2030
Bedel Financial Consulting
Indiana
$1.61M +$126K +317 +9%
ACM
2031
Allred Capital Management
Texas
$1.61M +$26.2K +66 +2%
PWM
2032
Parkway Wealth Management
Texas
$1.61M +$3.58K +9 +0.2%
GAM
2033
Gemmer Asset Management
California
$1.61M -$12.3K -31 -0.8%
NHFG
2034
New Harbor Financial Group
Massachusetts
$1.61M +$824K +2,072 +119%
GFA
2035
Gallagher Fiduciary Advisors
Illinois
$1.6M -$105K -265 -6%
CA
2036
Cullinan Associates
Kentucky
$1.6M +$278K +700 +23%
SMA
2037
Seven Mile Advisory
New Jersey
$1.6M -$237K -596 -14%
BW
2038
Balance Wealth
Ohio
$1.6M +$257K +645 +20%
MFGM
2039
Marshall Financial Group (Maryland)
Maryland
$1.6M +$594K +1,494 +65%
WQ
2040
Wealth Quarterback
New Jersey
$1.6M +$117K +294 +8%
CA
2041
Cornerstone Advisory
Maryland
$1.59M +$27K +68 +2%
MFG
2042
Menard Financial Group
Texas
$1.59M +$71.2K +179 +5%
GC
2043
GFG Capital
Florida
$1.59M +$254K +638 +20%
ISL
2044
Ingalls & Snyder LLC
New York
$1.59M +$795 +2 +0.1%
LCG
2045
Lakeshore Capital Group
Illinois
$1.59M -$2.39K -6 -0.2%
SRS
2046
Strong Retirement Solutions
Washington
$1.59M +$149K +375 +11%
GBWM
2047
Granite Bay Wealth Management
New Hampshire
$1.58M +$1.24M +3,130 +494%
RFA
2048
Reyes Financial Architecture
California
$1.58M -$119K -300 -7%
NEWAS
2049
N.E.W. Advisory Services
Wisconsin
$1.58M +$30.2K +76 +2%
WFS
2050
WealthGarden F.S.
California
$1.58M +$507K +1,276 +52%
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