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Name Holding Trade Value Shares
Change
Change in
Stake
IPW
2026
Invictus Private Wealth
Colorado
$439K -$172K -880 -26%
HWP
2027
Heritage Wealth Partners
Ohio
$439K
GG
2028
Gleason Group
Kentucky
$438K +$486K +2,490 New
AWM
2029
Affinity Wealth Management
Delaware
$437K
RCS
2030
Retirement Capital Strategies
California
$436K +$32K +164 +7%
EHC
2031
Everett Harris & Co
California
$436K -$95.7K -490 -16%
SB
2032
Sunflower Bank
Texas
$436K -$11.1K -57 -2%
RBC
2033
Romano Brothers & Co
Illinois
$436K +$17.6K +90 +4%
CCM
2034
Check Capital Management
California
$436K
BWL
2035
Bogart Wealth LLC
Virginia
$435K -$44.7K -229 -8%
CWM
2036
Certus Wealth Management
California
$435K -$107K -547 -19%
BWM
2037
BCGM Wealth Management
Indiana
$435K +$44.4K +227 +10%
CWA
2038
Consilium Wealth Advisory
Texas
$434K -$7.42K -38 -2%
WWC
2039
Waypoint Wealth Counsel
Georgia
$434K +$294K +1,507 +156%
ACA
2040
Aspire Capital Advisors
Washington
$433K +$48.3K +247 +11%
M1FG
2041
Mach-1 Financial Group
Arkansas
$433K +$43.8K +224 +10%
AFS
2042
AFG Fiduciary Services
Massachusetts
$433K -$130K -665 -21%
AC
2043
AlphaCore Capital
California
$432K +$283K +1,450 +144%
SSW
2044
Stone Summit Wealth
Florida
$432K -$39.1K -200 -8%
FCG
2045
Financial Connections Group
California
$431K
ES
2046
ETF Store
Kansas
$430K
FWM
2047
FMB Wealth Management
California
$430K -$26.2K -134 -5%
CCM
2048
Crew Capital Management
Ohio
$430K -$106K -543 -18%
CTB
2049
Country Trust Bank
Illinois
$429K -$7.23K -37 -1%
WP
2050
WMS Partners
Maryland
$428K -$42.6K -218 -8%