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Name Holding Trade Value Shares
Change
Change in
Stake
WWA
2026
Wisconsin Wealth Advisors
Wisconsin
$703K -$275K -938 -29%
BWA
2027
Bestgate Wealth Advisors
Maryland
$703K -$8.8K -30 -1%
GTAM
2028
Global Trust Asset Management
Florida
$702K -$551K -1,877 -45%
WCP
2029
Wick Capital Partners
Pennsylvania
$702K +$278K +948 +70%
BWM
2030
BankPlus Wealth Management
Mississippi
$701K +$4.11K +14 +0.6%
EPAM
2031
Euro Pacific Asset Management
Puerto Rico
$700K +$23.5K +80 +3%
CWM
2032
Centurion Wealth Management
Virginia
$697K +$2.64K +9 +0.4%
MC
2033
Marest Capital
California
$697K +$78.6K +268 +13%
PHS
2034
Pekin Hardy Strauss
Illinois
$696K +$5.58K +19 +0.8%
PGIM Custom Harvest
2035
PGIM Custom Harvest
New Jersey
$694K +$108K +367 +19%
CA
2036
Capital Advantage
California
$693K +$26.4K +90 +4%
Simon Quick Advisors
2037
Simon Quick Advisors
New Jersey
$693K +$351K +1,197 +110%
WH
2038
Willner & Heller
California
$693K +$293 +1 +0%
RFN
2039
Redwood Financial Network
Ohio
$693K +$47.2K +161 +8%
NB
2040
NBT Bank
New York
$692K -$48.4K -165 -7%
KOC
2041
Koss-Olinger Consulting
Florida
$692K -$2.16M -7,368 -76%
BFC
2042
Bedel Financial Consulting
Indiana
$692K -$12.3K -42 -2%
AF
2043
Abound Financial
California
$688K – – –
KWS
2044
Keystone Wealth Services
California
$685K +$44K +150 +7%
PFT
2045
Providence First Trust
Arizona
$685K +$661K +2,253 New
GWP
2046
Gateway Wealth Partners
Wisconsin
$685K +$391K +1,333 +145%
TWM
2047
TCFG Wealth Management
California
$684K -$880 -3 -0.1%
WWMSC
2048
Wagner Wealth Management (South Carolina)
South Carolina
$684K +$147K +501 +29%
TSMHT
2049
Thurston Springer Miller Herd & Titak
Indiana
$684K +$465K +1,586 +239%
BW
2050
BXM Wealth
Colorado
$683K +$659K +2,247 New