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Name Holding Trade Value Shares
Change
Change in
Stake
MCCP
2026
Mission Creek Capital Partners
California
$7.63M +$997K +5,975 +16%
HNW
2027
High Note Wealth
Minnesota
$7.63M +$401K +2,401 +6%
VWM
2028
Venturi Wealth Management
Texas
$7.63M +$61.4K +368 +0.9%
MMM
2029
Mendel Money Management
Illinois
$7.62M -$340K -2,034 -5%
SFG
2030
Synergy Financial Group
California
$7.62M -$25.7K -154 -0.4%
TSW
2031
Three Seasons Wealth
Utah
$7.62M +$1.12M +6,697 +19%
NFGCM
2032
Norman Fields Gottscho Capital Management
New York
$7.62M +$77K +461 +1%
SOS
2033
Silver Oak Securities
Tennessee
$7.6M -$665K -3,982 -9%
CE
2034
Cornerstone Enterprises
Wisconsin
$7.57M -$164K -985 -2%
WWM
2035
WT Wealth Management
Arizona
$7.56M +$114K +683 +2%
SFCL
2036
Strengthening Families & Communities LLC
Massachusetts
$7.56M +$257K +1,542 +4%
SAF
2037
Smith Anglin Financial
Texas
$7.56M +$102K +609 +1%
HCS
2038
Himension Capital (Singapore)
Singapore
$7.55M -$1.43M -8,579 -17%
IRAG
2039
Investment Research & Advisory Group
Georgia
$7.54M +$222K +1,329 +3%
CFA
2040
Capstone Financial Advisors
Illinois
$7.52M +$1.08M +6,487 +18%
RWP
2041
Revolve Wealth Partners
New Jersey
$7.51M +$109K +654 +2%
BL
2042
BFSG LLC
California
$7.49M +$29.5K +177 +0.4%
AC
2043
Asio Capital
Kentucky
$7.49M +$149K +890 +2%
MWA
2044
Martel Wealth Advisors
Washington
$7.48M -$442K -2,646 -6%
EP
2045
Edgestream Partners
New Jersey
$7.47M +$1.29M +7,706 +23%
BIP
2046
Bouvel Investment Partners
Pennsylvania
$7.46M -$27.2K -163 -0.4%
TBA
2047
Tower Bridge Advisors
Pennsylvania
$7.45M +$228K +1,365 +3%
BEI
2048
Benjamin Edwards Inc
Missouri
$7.44M +$218K +1,303 +3%
RBC
2049
Romano Brothers & Co
Illinois
$7.44M -$41.7K -250 -0.6%
MCWS
2050
McKinley Carter Wealth Services
West Virginia
$7.43M +$5.61M +33,611 +442%