Name Holding Trade Value Shares
Change
Change in
Stake
LCWP
2026
Legacy Capital Wealth Partners
Arkansas
$457K -$329K -1,160 -41%
ECAM
2027
East Coast Asset Management
Massachusetts
$455K – – –
S
2028
Sachetta
Massachusetts
$454K -$44.5K -157 -9%
KWM
2029
Kaydan Wealth Management
Michigan
$453K -$9.91K -35 -2%
RZH
2030
Relyea Zuckerberg Hanson
Connecticut
$452K -$28.3K -100 -6%
LEA
2031
Legacy Edge Advisors
New York
$452K +$28.3K +100 +7%
CAAS
2032
Capital Asset Advisory Services
Michigan
$452K -$21.5K -76 -5%
RI
2033
Ridgewood Investments
New Jersey
$450K -$26.6K -94 -6%
SOS
2034
Silver Oak Securities
Tennessee
$449K -$43.1K -152 -9%
OL
2035
Optas LLC
Texas
$448K +$68.8K +243 +18%
CH
2036
Cromwell Holdings
Wyoming
$448K – – –
BFC
2037
Bedel Financial Consulting
Indiana
$444K – – –
MSE
2038
MUFG Securities EMEA
United Kingdom
$444K +$450K +1,589 New
DIM
2039
Delta Investment Management
California
$443K -$19.3K -68 -4%
BT
2040
Banque Transatlantique
France
$442K -$37.4K -132 -8%
FFA
2041
Founders Financial Alliance
North Carolina
$442K +$1.7K +6 +0.4%
TBT
2042
Texas Bank & Trust
Texas
$442K – – –
FWA
2043
FSM Wealth Advisors
Ohio
$440K +$426K +1,503 New
SFG
2044
Sovereign Financial Group
Connecticut
$440K -$6.52K -23 -1%
DWM
2045
Defined Wealth Management
Oregon
$440K -$850 -3 -0.2%
BC
2046
Bridgefront Capital
Texas
$440K +$446K +1,575 New
RIS
2047
Retirement Income Solutions
Michigan
$439K – – –
SWA
2048
SFMG Wealth Advisors
Texas
$439K -$198K -700 -31%
IFPG
2049
Intrepid Financial Planning Group
Indiana
$438K -$39.1K -138 -8%
KA
2050
Kovack Advisors
Florida
$438K +$24.9K +88 +6%