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Name Holding Trade Value Shares
Change 		Change in
Stake
FP
2026
Fiduciary Planning
Florida
$91K +$43K +252 +187%
IBOK
2027
Independence Bank of Kentucky
Kentucky
$88K – – –
PA
2028
Perennial Advisors
New York
$88K +$64K +375 New
MFT
2029
Moisand Fitzgerald Tamayo
Florida
$86K +$512 +3 +0.8%
CFN
2030
Cordasco Financial Network
Florida
$85K – – –
TC
2031
Truvestments Capital
Florida
$82K +$34.8K +204 +136%
IF
2032
Ironwood Financial
Arizona
$81K – – –
APC
2033
Asset Planning Corporation
Tennessee
$81K +$58.9K +345 New
IHWM
2034
Iron Horse Wealth Management
Iowa
$81K +$58.9K +345 New
DSC
2035
Duncker Streett & Co
Missouri
$80K -$8.7K -51 -13%
CWP
2036
Concord Wealth Partners
Virginia
$76K +$55.3K +324 New
TCWA
2037
Ten Capital Wealth Advisors
Washington
$76K +$55.3K +324 New
CL
2038
COWA LLC
Oklahoma
$75K +$54.3K +318 New
FCMT
2039
Founders Capital Management (Texas)
Texas
$75K +$54.3K +318 New
SQA
2040
Simon Quick Advisors
New Jersey
$74K +$44.5K +261 +483%
FWM
2041
ForthRight Wealth Management
Georgia
$74K +$53.8K +315 New
TF
2042
Tompkins Financial
New York
$71K – – –
CCM
2043
Cribstone Capital Management
Maine
$71K +$30.7K +180 +150%
CA
2044
Centerpoint Advisors
Massachusetts
$69K +$50.2K +294 New
CAL
2045
Capital Advisors Ltd
Ohio
$67K – – –
CWAF
2046
Core Wealth Advisors (Florida)
Florida
$67K – – –
RWM
2047
Raffa Wealth Management
District of Columbia
$62.1K +$9.21K +54 +26%
KIG
2048
Kessler Investment Group
Indiana
$60K -$2.74M -16,053 -98%
DWM
2049
Defined Wealth Management
Oregon
$59K +$43K +252 New
DTIM
2050
Danda Trouve Investment Management
Kansas
$57K -$9.73K -57 -19%
80 81
82
83 84