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Name Holding Trade Value Shares
Change 		Change in
Stake
AFAS
2026
Acorn Financial Advisory Services
Virginia
$267K +$4.39K +47 +2%
PCS
2027
Private Client Services
Kentucky
$267K +$24.8K +265 +11%
SIS
2028
Sound Income Strategies
Florida
$267K +$111K +1,186 +74%
DOA
2029
D'Orazio & Associates
Virginia
$265K +$4.49K +48 +2%
FW
2030
FullCircle Wealth
Texas
$265K +$262K +2,799 New
CG
2031
Clifford Group
Massachusetts
$265K – – –
MW
2032
Maia Wealth
Colorado
$264K -$30.2K -323 -10%
OWP
2033
ORG Wealth Partners
Texas
$263K +$210K +2,245 +507%
QWM
2034
Quaker Wealth Management
New Jersey
$263K +$1.03K +11 +0.4%
MIM
2035
Moseley Investment Management
Florida
$263K +$17.5K +187 +7%
SAM
2036
Simplify Asset Management
Nevada
$263K +$251K +2,680 New
PAG
2037
Poinciana Advisors Group
Florida
$262K -$7.76K -83 -3%
MSWM
2038
McGlone Suttner Wealth Management
Wisconsin
$261K -$187 -2 -0.1%
AF
2039
Arrow Financial
New York
$261K +$15.8K +169 +7%
LWM
2040
LeConte Wealth Management
Tennessee
$261K +$249K +2,659 New
FMWA
2041
Forvis Mazars Wealth Advisors
Missouri
$260K -$1.03K -11 -0.4%
GCM
2042
G2 Capital Management
Ohio
$260K +$5.05K +54 +2%
BFO
2043
Boston Family Office
Massachusetts
$260K +$248K +2,651 New
CWG
2044
Crown Wealth Group
North Carolina
$259K +$44.5K +476 +22%
SSWM
2045
Smith Salley Wealth Management
North Carolina
$259K +$16.6K +178 +7%
SB
2046
Sunflower Bank
Texas
$259K – – –
TA
2047
Tactive Advisors
Florida
$259K -$131K -1,400 -35%
TIA
2048
Trust Investment Advisors
Indiana
$258K -$31.8K -340 -11%
WKWM
2049
Walter & Keenan Wealth Management
Indiana
$258K +$5.24K +56 +2%
WEG
2050
World Equity Group
Illinois
$258K +$41.5K +444 +20%
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