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Name Holding Trade Value Shares
Change 		Change in
Stake
SAI
2026
Systematic Alpha Investments
New Jersey
$2.42M – – –
AW
2027
Alaethes Wealth
Nevada
$2.42M -$47.8K -173 -2%
FHC
2028
First Heartland Consultants
Missouri
$2.42M +$147K +532 +7%
HAG
2029
HF Advisory Group
Maryland
$2.41M +$200K +726 +9%
AC
2030
ASB Consultores
Florida
$2.39M +$1.83M +6,638 +344%
FTWA
2031
Fifth Third Wealth Advisors
Ohio
$2.39M +$475K +1,720 +25%
FNT
2032
First Nebraska Trust
Nebraska
$2.39M – – –
RPCONE
2033
Retirement Planning Company of New England
Rhode Island
$2.39M -$722K -2,615 -23%
A
2034
AlphaQuest
New York
$2.38M +$450K +1,631 +24%
TSW
2035
Three Seasons Wealth
Utah
$2.38M +$689K +2,496 +41%
SW
2036
SkyOak Wealth
Michigan
$2.38M -$2.48K -9 -0.1%
SXL
2037
Summit X LLC
Missouri
$2.38M -$9.94K -36 -0.4%
CFG
2038
Cooper Financial Group
California
$2.38M +$163K +591 +7%
SC
2039
Savoie Capital
Illinois
$2.37M – – –
CWP
2040
Concord Wealth Partners
Virginia
$2.37M +$531K +1,925 +29%
MSFP
2041
Mark Sheptoff Financial Planning
Connecticut
$2.37M +$2.76K +10 +0.1%
FWM
2042
ForthRight Wealth Management
Georgia
$2.36M -$98.3K -356 -4%
TIM
2043
Triad Investment Management
California
$2.35M -$335K -1,213 -13%
DCM
2044
Dudley Capital Management
Virginia
$2.35M +$20.7K +75 +0.9%
GWM
2045
Gray Wealth Management
Maine
$2.34M +$137K +495 +6%
SLC
2046
Second Line Capital
Louisiana
$2.34M +$96.6K +350 +4%
SWM
2047
Sculati Wealth Management
Michigan
$2.34M +$6.35K +23 +0.3%
AWMT
2048
AAFMAA Wealth Management & Trust
North Carolina
$2.33M -$583K -2,111 -20%
RIA
2049
Regal Investment Advisors
Michigan
$2.33M -$36.2K -131 -2%
SFM
2050
Systematic Financial Management
New Jersey
$2.32M – – –
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