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Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
2026
Arcus Capital Partners
Georgia
$1.77M +$55K +124 +3%
SPC
2027
Spirepoint Private Client
Florida
$1.76M +$90.9K +205 +6%
SFG
2028
SageGuard Financial Group
Tennessee
$1.76M +$1.73M +3,911 New
SIA
2029
Sit Investment Associates
Minnesota
$1.76M -$787K -1,776 -31%
JWM
2030
Jeppson Wealth Management
California
$1.75M +$79.8K +180 +5%
PWA
2031
PCG Wealth Advisors
Kansas
$1.75M -$59.4K -134 -3%
IF
2032
Intrua Financial
Texas
$1.74M -$268K -604 -13%
LWM
2033
Laidlaw Wealth Management
New York
$1.74M -$135K -304 -7%
OFW
2034
Omnia Family Wealth
Florida
$1.73M -$36.8K -83 -2%
FPI
2035
Financial Plan Inc
Washington
$1.73M +$1.71M +3,851 New
HP
2036
Holistic Planning
Texas
$1.73M +$114K +258 +7%
UWP
2037
Uniting Wealth Partners
Kansas
$1.73M +$49.6K +112 +3%
KF
2038
KKM Financial
Illinois
$1.73M -$887 -2 -0.1%
BCG
2039
BayBridge Capital Group
California
$1.73M -$11.1K -25 -0.6%
FPGK
2040
Financial Partners Group (Kansas)
Kansas
$1.72M +$57.6K +130 +3%
CFG
2041
Carr Financial Group
Massachusetts
$1.71M -$156K -353 -8%
WIA
2042
Wealthedge Investment Advisors
New York
$1.71M +$697K +1,572 +70%
EAM
2043
Empirical Asset Management
Massachusetts
$1.71M +$9.31K +21 +0.6%
JWBC
2044
J.W. Burns & Co
New York
$1.71M -$57.2K -129 -3%
CIG
2045
Consolidated Investment Group
Colorado
$1.71M – – –
TIA
2046
Traphagen Investment Advisors
New Jersey
$1.71M +$254K +573 +18%
GTWM
2047
Global Trust Wealth Management
Florida
$1.7M +$1.68M +3,789 New
GWM
2048
Goldenstone Wealth Management
California
$1.7M +$1.68M +3,779 New
NS
2049
NBC Securities
Alabama
$1.7M +$125K +282 +8%
BFS
2050
Bradley Foster & Sargent
Connecticut
$1.7M -$349K -787 -17%
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