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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2026
Centurion Wealth Management
Virginia
$697K +$2.64K +9 +0.4%
MC
2027
Marest Capital
California
$697K +$78.6K +268 +13%
PHS
2028
Pekin Hardy Strauss
Illinois
$696K +$5.58K +19 +0.8%
PCH
2029
PGIM Custom Harvest
New Jersey
$694K +$108K +367 +19%
CA
2030
Capital Advantage
California
$693K +$26.4K +90 +4%
SQA
2031
Simon Quick Advisors
New Jersey
$693K +$351K +1,197 +110%
WH
2032
Willner & Heller
California
$693K +$293 +1 +0%
RFN
2033
Redwood Financial Network
Ohio
$693K +$47.2K +161 +8%
NB
2034
NBT Bank
New York
$692K -$48.4K -165 -7%
KOC
2035
Koss-Olinger Consulting
Florida
$692K -$2.16M -7,368 -76%
BFC
2036
Bedel Financial Consulting
Indiana
$692K -$12.3K -42 -2%
AF
2037
Abound Financial
California
$688K
KWS
2038
Keystone Wealth Services
California
$685K +$44K +150 +7%
PFT
2039
Providence First Trust
Arizona
$685K +$661K +2,253 New
GWP
2040
Gateway Wealth Partners
Wisconsin
$685K +$391K +1,333 +145%
TWM
2041
TCFG Wealth Management
California
$684K -$880 -3 -0.1%
WWMSC
2042
Wagner Wealth Management (South Carolina)
South Carolina
$684K +$147K +501 +29%
TSMHT
2043
Thurston Springer Miller Herd & Titak
Indiana
$684K +$465K +1,586 +239%
BW
2044
BXM Wealth
Colorado
$683K +$659K +2,247 New
CIS
2045
Continental Investors Services
Washington
$682K
AMM
2046
American Money Management
California
$682K +$28.2K +96 +4%
BOPW
2047
Brandywine Oak Private Wealth
Pennsylvania
$681K
BCG
2048
Breakwater Capital Group
New Jersey
$679K -$9.98K -34 -1%
RCG
2049
Regatta Capital Group
California
$679K +$38.7K +132 +6%
AWM
2050
Accel Wealth Management
Iowa
$677K +$57.8K +197 +10%