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Name Holding Trade Value Shares
Change 		Change in
Stake
EC
2026
EdgeRock Capital
Colorado
$222K +$196K +2,375 New
CCG
2027
Cypress Capital Group
Florida
$221K +$195K +2,373 New
GFA
2028
Gallagher Fiduciary Advisors
Illinois
$221K +$195K +2,372 New
3IP
2029
3Chopt Investment Partners
Virginia
$221K +$195K +2,371 New
DFG
2030
Demars Financial Group
Washington
$219K +$193K +2,350 New
SSW
2031
Stone Summit Wealth
Florida
$219K +$193K +2,350 New
S
2032
Sunpointe
Missouri
$219K +$193K +2,347 New
PBK
2033
Peoples Bank (Kansas)
Kansas
$218K +$24.7K +300 +15%
CFAM
2034
Center For Asset Management
Florida
$217K +$54.4K +661 +23%
SI
2035
Seeds Investor
New York
$217K +$191K +2,324 New
GWP
2036
Gateway Wealth Partners
Wisconsin
$216K +$191K +2,319 New
TCWM
2037
Total Clarity Wealth Management
Illinois
$216K +$191K +2,315 New
HCWM
2038
Hidden Cove Wealth Management
Washington
$216K +$190K +2,312 New
KSWA
2039
Kathleen S. Wright Associates
Pennsylvania
$216K – – –
AWM
2040
AllSquare Wealth Management
New York
$214K – – –
SA
2041
SRH Advisors
Kansas
$214K – – –
OWCM
2042
One Wealth Capital Management
Arizona
$214K +$189K +2,292 New
KFC
2043
Klingenstein Fields & Co
New York
$213K +$188K +2,288 New
HWM
2044
Hemington Wealth Management
Virginia
$213K +$28.7K +349 +18%
MHC
2045
May Hill Capital
Massachusetts
$213K +$188K +2,282 New
TWM
2046
Thrive Wealth Management
Pennsylvania
$213K +$188K +2,282 New
TFG
2047
Taylor Financial Group
Virginia
$212K +$187K +2,275 New
CCIA
2048
Cherry Creek Investment Advisors
Colorado
$212K +$187K +2,270 New
WDC
2049
Woodward Diversified Capital
California
$212K +$187K +2,268 New
CWA
2050
Clarity Wealth Advisors
California
$211K +$186K +2,263 New
80 81
82
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