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Name Holding Trade Value Shares
Change
Change in
Stake
OFW
2026
Omnia Family Wealth
Florida
$102K
TC
2027
Trilogy Capital
California
$100K +$18.5K +144 +24%
SIM
2028
Sonora Investment Management
Arizona
$98K
AF
2029
Allworth Financial
California
$94K -$386 -3 -0.4%
CB
2030
CNB Bank
Pennsylvania
$93K -$4.5K -35 -5%
FPB
2031
First PREMIER Bank
South Dakota
$93K
SFA
2032
Spectrum Financial Alliance
Kentucky
$93K
IGGA
2033
Iron Gate Global Advisors
Utah
$93K +$90.6K +704 New
NWM
2034
Northwest Wealth Management
Iowa
$84K
WAM
2035
Watermark Asset Management
California
$83K
CFD
2036
Creative Financial Designs
Indiana
$81K +$129 +1 +0.2%
FCB
2037
First Command Bank
Texas
$80K -$4.63K -36 -6%
FCFS
2038
First Command Financial Services
Texas
$80K -$4.63K -36 -6%
PW
2039
Price Wealth
Texas
$80K +$47.6K +370 +155%
CAL
2040
Capital Advisors Ltd
Ohio
$77K
TG
2041
TLP Group
Illinois
$76K -$146K -1,138 -67%
FWM
2042
Focused Wealth Management
New York
$69K +$21.9K +170 +48%
MA
2043
MCF Advisors
Kentucky
$63K +$10.6K +82 +21%
AWM
2044
AllSquare Wealth Management
New York
$61K +$13.6K +106 +30%
FGAM
2045
Financial Gravity Asset Management
Texas
$60K -$56.8K -441 -51%
MWM
2046
MinichMacGregor Wealth Management
New York
$59K +$386 +3 +0.7%
RWG
2047
Regal Wealth Group
California
$58K
VEA
2048
Virtus ETF Advisers
New York
$57K
PS
2049
Portfolio Strategies
New York
$56K
CWM
2050
Cedar Wealth Management
California
$55K +$15.1K +117 +39%