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Name Holding Trade Value Shares
Change
Change in
Stake
HA
2026
Harfst & Associates
Wyoming
$2.71M +$77.2K +240 +3%
FMWA
2027
Forvis Mazars Wealth Advisors
Missouri
$2.7M +$13.8K +43 +0.5%
TAFW
2028
Tred Avon Family Wealth
Maryland
$2.7M +$84.2K +262 +3%
CAM
2029
Cozad Asset Management
Illinois
$2.7M +$59.2K +184 +2%
EA
2030
Ellsworth Advisors
Ohio
$2.7M +$85.2K +265 +3%
MA
2031
MONECO Advisors
Connecticut
$2.7M +$69.5K +216 +2%
WSCM
2032
Wellington Shields Capital Management
New York
$2.69M -$482K -1,500 -14%
AWAU
2033
Alliance Wealth Advisors (Utah)
Utah
$2.69M -$1.21M -3,755 -30%
CFA
2034
Churchill Financial Advisors
Kentucky
$2.69M -$326K -1,013 -10%
CAG
2035
Cypress Advisory Group
Arizona
$2.67M +$37.6K +117 +1%
RIA
2036
Regal Investment Advisors
Michigan
$2.67M +$896K +2,785 +46%
WWM
2037
WT Wealth Management
Arizona
$2.67M -$187K -582 -6%
NG
2038
Novem Group
New York
$2.66M -$69.5K -216 -2%
Koshinski Asset Management
2039
Koshinski Asset Management
Illinois
$2.65M -$143K -446 -5%
MG
2040
Montaka Global
$2.65M -$1.87M -5,831 -40%
BWP
2041
Burling Wealth Partners
Illinois
$2.65M -$287K -894 -9%
SB
2042
SIG Brokerage
New York
$2.64M +$484K +1,505 +21%
LWA
2043
Lineweaver Wealth Advisors
Ohio
$2.63M -$31.8K -99 -1%
NPA
2044
Nichols & Pratt Advisers
Massachusetts
$2.63M
AMCA
2045
Arthur M. Cohen & Associates
Illinois
$2.62M -$82K -255 -3%
EWM
2046
EPG Wealth Management
Georgia
$2.62M +$62.1K +193 +2%
QWP
2047
Quotient Wealth Partners
Texas
$2.62M -$214K -667 -7%
SAI
2048
Systematic Alpha Investments
New Jersey
$2.62M
FWM
2049
ForthRight Wealth Management
Georgia
$2.62M -$1.61K -5 -0.1%
MSFP
2050
Mark Sheptoff Financial Planning
Connecticut
$2.62M -$129K -400 -5%