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Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
2026
Total Wealth Planning
Ohio
$411K +$38.4K +220 +12%
PPW
2027
Pasadena Private Wealth
California
$410K -$122K -701 -26%
WCG
2028
Weaver Consulting Group
California
$410K -$23.6K -135 -6%
MC
2029
Merlin Capital
Rhode Island
$410K +$27.7K +159 +9%
FMTC
2030
Farmers & Merchants Trust Company
California
$410K -$37.3K -214 -10%
FPIS
2031
Financial Planning & Information Services
Wisconsin
$409K +$349 +2 +0.1%
PCA
2032
Pallas Capital Advisors
Massachusetts
$409K -$189K -1,085 -30%
CFA
2033
Compass Financial Advisors
Indiana
$408K -$84.8K -486 -20%
VWM
2034
Vigilare Wealth Management
Arizona
$406K +$341K +1,957 New
MHR
2035
Matthew Hamilton Rosenberg
$406K -$243K -1,395 -42%
MPPLM
2036
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$405K +$341K +1,952 New
SIC
2037
Sterling Investment Counsel
New York
$403K -$414K -2,371 -55%
AGC
2038
Aspen Grove Capital
Colorado
$402K +$338K +1,937 New
MLIC
2039
Mandatum Life Insurance Company
Finland
$400K +$337K +1,930 New
FA
2040
Fermata Advisors
California
$398K -$130K -748 -28%
ACA
2041
Aspire Capital Advisors
Washington
$398K -$31.2K -179 -9%
LI
2042
LVZ Inc
Michigan
$397K – – –
ACG
2043
Allen Capital Group
Nebraska
$397K +$334K +1,914 New
LL
2044
LWMG LLC
Minnesota
$397K +$1.4K +8 +0.4%
CCM
2045
Crew Capital Management
Ohio
$396K +$333K +1,911 New
EWM
2046
Edge Wealth Management
New York
$396K -$108K -620 -24%
AT
2047
Arden Trust
Delaware
$395K +$332K +1,903 New
KFA
2048
Kapstone Financial Advisors
Ohio
$395K +$18K +103 +5%
ANBT
2049
American National Bank & Trust
Texas
$394K -$55.5K -318 -14%
ST
2050
Sageworth Trust
Pennsylvania
$393K +$128K +732 +63%
80 81
82
83 84