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Name Holding Trade Value Shares
Change
Change in
Stake
MFAM
2026
Motley Fool Asset Management
Virginia
$271K +$278K +1,250 New
EWP
2027
Elevation Wealth Partners
California
$270K +$196K +879 +238%
CWS
2028
Cypress Wealth Services
California
$270K +$9.34K +42 +3%
MBWA
2029
Marin Bay Wealth Advisors
California
$270K -$6.07M -27,287 -96%
EMAM
2030
Encompass More Asset Management
California
$269K -$20K -90 -7%
PNFS
2031
PW Nova Financial Services
Pennsylvania
$269K -$18.5K -83 -6%
CFO
2032
CVA Family Office
Colorado
$269K +$890 +4 +0.3%
CCM
2033
Crabel Capital Management
California
$268K -$298K -1,341 -52%
BWM
2034
BlackDiamond Wealth Management
New York
$268K +$256K +1,152 New
MSA
2035
Marino Stram & Associates
Massachusetts
$267K – – –
AWM
2036
Arista Wealth Management
Nevada
$267K +$274K +1,232 New
HCM
2037
Hengehold Capital Management
Ohio
$266K -$4.23K -19 -2%
UAML
2038
US Asset Management LLC
Pennsylvania
$266K +$1.33K +6 +0.5%
OWP
2039
ORG Wealth Partners
Texas
$266K -$890 -4 -0.3%
PCA
2040
Prosperity Capital Advisors
Ohio
$266K +$10K +45 +4%
RWB
2041
RMR Wealth Builders
New Jersey
$266K -$16.2K -73 -6%
NL
2042
NDWM LLC
California
$266K – – –
QC
2043
Quent Capital
New York
$265K +$10.9K +49 +4%
OFS
2044
Orrstown Financial Services
Pennsylvania
$264K – – –
SFGM
2045
Stonebridge Financial Group (Missouri)
Missouri
$263K -$20K -90 -7%
CDWM
2046
Campbell Deegan Wealth Management
Virginia
$263K +$890 +4 +0.3%
LPFG
2047
Landing Point Financial Group
Ohio
$263K – – –
KAM
2048
Knightsbridge Asset Management
California
$263K +$270K +1,213 New
ACM
2049
Aurdan Capital Management
Pennsylvania
$262K -$1.56K -7 -0.6%
AWG
2050
Altus Wealth Group
Colorado
$262K +$2.45K +11 +0.9%