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Name Holding Trade Value Shares
Change 		Change in
Stake
NG
2026
NWK Group
California
$7.55M +$53.7K +492 +0.8%
RI
2027
Redwood Investments
Massachusetts
$7.52M +$2.78M +25,452 +65%
HL
2028
HeadInvest LLC
Maine
$7.51M -$543K -4,976 -7%
MA
2029
Menlo Advisors
California
$7.51M -$52.4K -480 -0.7%
HBWM
2030
Hollow Brook Wealth Management
New York
$7.49M +$604K +5,540 +9%
WAOTB
2031
Wealth Advisors of Tampa Bay
Florida
$7.49M -$113K -1,035 -2%
EI
2032
Ellevest Inc
New York
$7.49M +$24K +220 +0.3%
WAS
2033
Wealth Advisory Solutions
Indiana
$7.48M -$4.53M -41,529 -39%
TCM
2034
Towercrest Capital Management
Pennsylvania
$7.47M -$229K -2,100 -3%
EFSCE
2035
Enterprise Financial Services Corp (EFSC)
Missouri
$7.47M -$76.6K -702 -1%
CFA
2036
CWS Financial Advisors
Michigan
$7.45M +$213K +1,951 +3%
CAIMH
2037
Central Asset Investments & Management Holdings
Hong Kong
$7.45M +$3.4M +31,124 +94%
ASA
2038
Armstrong Shaw Associates
Connecticut
$7.45M – – –
NWS
2039
Newport Wealth Strategies
California
$7.44M -$135K -1,239 -2%
CWA
2040
Clarus Wealth Advisors
Arizona
$7.44M +$130K +1,188 +2%
CCT
2041
Chemung Canal Trust
New York
$7.43M -$6.56M -60,143 -48%
LFM
2042
Lumina Fund Management
New York
$7.41M – – –
GA
2043
Gateway Advisory
New Jersey
$7.41M -$13K -119 -0.2%
LBA
2044
Lowell Blake & Associates
Massachusetts
$7.4M +$708K +6,493 +11%
XWM
2045
Xcel Wealth Management
Florida
$7.39M -$964K -8,838 -12%
BCM
2046
Bourgeon Capital Management
Connecticut
$7.39M -$819K -7,510 -11%
PWA
2047
Physician Wealth Advisors
Utah
$7.35M +$48K +440 +0.7%
TCM
2048
Tanaka Capital Management
New York
$7.35M -$234K -2,147 -3%
FIM
2049
Fernwood Investment Management
Massachusetts
$7.33M +$3.26M +29,918 +90%
5L
2050
55I LLC
Massachusetts
$7.31M +$4.73M +43,339 +219%
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82
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