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Name Holding Trade Value Shares
Change
Change in
Stake
CCAM
2026
Cascades Capital Asset Management
North Carolina
$501K +$63.6K +260 +17%
IAS
2027
Integrity Advisory Solutions
Texas
$500K +$437K +1,789 New
M1FG
2028
Mach-1 Financial Group
Arkansas
$500K +$437K +1,789 New
MWM
2029
Mascagni Wealth Management
Mississippi
$498K -$5.62K -23 -1%
PAWA
2030
Palo Alto Wealth Advisors
California
$497K +$19.6K +80 +5%
WN
2031
Williams & Novak
California
$495K -$800K -3,271 -65%
RIG
2032
RiverFront Investment Group
Virginia
$494K +$19.3K +79 +5%
CFG
2033
Certior Financial Group
Pennsylvania
$494K -$734 -3 -0.2%
BHWM
2034
Beaird Harris Wealth Management
Texas
$494K +$18.6K +76 +4%
CCC
2035
Compass Capital Corp
Massachusetts
$493K -$186K -760 -31%
SMG
2036
Smart Money Group
Texas
$492K +$10.5K +43 +3%
PAG
2037
Paladin Advisory Group
Iowa
$492K -$163K -668 -28%
IBOK
2038
Independence Bank of Kentucky
Kentucky
$488K -$31.1K -127 -7%
WWMSC
2039
Wagner Wealth Management (South Carolina)
South Carolina
$488K – – –
IA
2040
Insight Advisors
Pennsylvania
$488K +$5.13K +21 +1%
RFA
2041
Register Financial Advisors
Georgia
$485K -$16.4K -67 -4%
RPC
2042
Rossmore Private Capital
Connecticut
$485K +$6.11K +25 +1%
MSFS
2043
Main Street Financial Solutions
Pennsylvania
$485K +$133K +542 +45%
TNA
2044
True North Advisors
Texas
$482K -$30.3K -124 -7%
SIAG
2045
Safeguard Investment Advisory Group
California
$482K +$20.5K +84 +5%
GF
2046
Gries Financial
Ohio
$481K – – –
VCM
2047
Versant Capital Management
Arizona
$479K +$150K +612 +56%
NIA
2048
NBZ Investment Advisors
Tennessee
$476K +$19.6K +80 +5%
MFG
2049
Menard Financial Group
Texas
$476K -$1.22K -5 -0.3%
DWS
2050
Discipline Wealth Solutions
South Carolina
$475K +$19.3K +79 +5%