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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
2026
JPL Wealth Management
Colorado
$56.8K +$58.9K +43 New
SA
2027
SRH Advisors
Kansas
$55.5K
HIIFS
2028
Harel Insurance Investments & Financial Services
Israel
$55K +$58.9K +43 New
IWP
2029
IAG Wealth Partners
Wisconsin
$52.8K
PAM
2030
Parvin Asset Management
South Dakota
$52.8K
RF
2031
Robinswood Financial
Washington
$52.8K
AWM
2032
Abound Wealth Management
Tennessee
$51.5K
EWM
2033
Evolution Wealth Management
Florida
$50.2K +$9.59K +7 +23%
OAJ
2034
Ogorek Anthony Joseph
New York
$48K
NRWA
2035
North Ridge Wealth Advisors
Oregon
$47.5K
FIM
2036
FWL Investment Management
Texas
$47.5K +$1.37K +1 +3%
KFAS
2037
Keating Financial Advisory Services
Kansas
$46.2K -$2.11M -1,540 -98%
POIA
2038
Pin Oak Investment Advisors
Texas
$46K
Optiver Holding
2039
Optiver Holding
Netherlands
$43.6K -$7.67M -5,595 -99%
PGAM
2040
Princeton Global Asset Management
New Jersey
$43.6K
T
2041
Transce3nd
Texas
$42.3K -$23.3K -17 -35%
BGAI
2042
Bruce G. Allen Investments
Colorado
$42.3K -$19.2K -14 -30%
CCA
2043
Catalyst Capital Advisors
New York
$42.3K
BDPWM
2044
Barnes Dennig Private Wealth Management
Ohio
$42.3K +$43.9K +32 New
BHWM
2045
Beaird Harris Wealth Management
Texas
$41.4K
RWS
2046
Retirement Wealth Solutions
Wisconsin
$40.9K +$5.48K +4 +15%
DIP
2047
DT Investment Partners
Pennsylvania
$40.9K +$42.5K +31 New
GCP
2048
Gill Capital Partners
Colorado
$40.9K +$42.5K +31 New
TTIC
2049
Tower Trust & Investment Company
Iowa
$40.9K +$42.5K +31 New
RWM
2050
RMG Wealth Management
Wisconsin
$40.7K +$21.9K +16 +160%