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Name Holding Trade Value Shares
Change
Change in
Stake
JMF
2026
Johnson Midwest Financial
Iowa
$372K +$36.9K +135 +9%
DWM
2027
Drive Wealth Management
Utah
$372K +$54K +198 +14%
CCM
2028
Canal Capital Management
Virginia
$371K -$18K -66 -4%
TFA
2029
Triad Financial Advisors
North Carolina
$371K -$15.6K -57 -3%
HC
2030
Hamilton Capital
Ohio
$371K +$9.83K +36 +2%
MC
2031
Merlin Capital
Rhode Island
$370K
SWK
2032
Stephen W. Kidder
$370K
BWA
2033
Beam Wealth Advisors
Louisiana
$370K +$17.2K +63 +4%
KC
2034
Kepos Capital
New York
$370K +$49.1K +180 +12%
AW
2035
Alaethes Wealth
Nevada
$368K +$139K +510 +45%
Cohen & Steers
2036
Cohen & Steers
New York
$368K +$189K +693 +73%
MWPCG
2037
Measured Wealth Private Client Group
New Hampshire
$367K -$498K -1,824 -53%
VAFP
2038
Vahanian & Associates Financial Planning
New York
$366K -$550K -2,016 -55%
SWRP
2039
Summit Wealth & Retirement Planning
California
$366K +$445K +1,632 New
MSS
2040
Mitchell Sinkler & Starr
Pennsylvania
$363K -$123K -450 -22%
BBA
2041
Braun-Bostich & Associates
Pennsylvania
$362K +$150K +549 +52%
RS
2042
Retirement Solution
Washington
$362K +$440K +1,611 New
PCM
2043
Pennsylvania Capital Management
Pennsylvania
$361K +$439K +1,608 New
YWP
2044
YorkBridge Wealth Partners
New York
$360K -$13.1K -48 -3%
RWG
2045
Regal Wealth Group
California
$360K -$4.09K -15 -0.9%
PIFP
2046
Partners in Financial Planning
Virginia
$360K +$655K +2,400 +200%
DFA
2047
Delta Financial Advisors
Louisiana
$359K +$61.4K +225 +16%
SSWM
2048
Sheets Smith Wealth Management
North Carolina
$358K +$819 +3 +0.2%
DA
2049
Dash Acquisitions
California
$358K +$40.9K +150 +10%
RWP
2050
RWA Wealth Partners
Massachusetts
$358K +$102K +375 +31%