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Name Holding Trade Value Shares
Change 		Change in
Stake
JRFS
2026
James Reed Financial Services
Ohio
$91K +$96.1K +455 New
IFAM
2027
Institutional & Family Asset Management
Colorado
$87K -$18K -85 -17%
AWM
2028
Atticus Wealth Management
Florida
$87K -$3.38K -16 -4%
SIS
2029
Sound Income Strategies
Florida
$84K +$18.8K +89 +27%
SFPG
2030
Stonebridge Financial Planning Group
Florida
$83K -$15.6K -74 -15%
CWM
2031
Curi Wealth Management
North Carolina
$83K +$88.1K +417 New
WIA
2032
Wealthstreet Investment Advisors
Texas
$81K – – –
BHWM
2033
Beaird Harris Wealth Management
Texas
$81K +$85.1K +403 New
WAM
2034
WFA Asset Management
Wisconsin
$80.9K +$84.9K +402 New
OA
2035
Operose Advisors
Wisconsin
$80K +$83.5K +395 New
CCM
2036
CAAS Capital Management
New York
$76K +$79.7K +377 New
PCFFS
2037
Pacific Center for Financial Services
California
$71K – – –
EAM
2038
Erste Asset Management
Austria
$70.3K – – –
BWM
2039
Baystate Wealth Management
Massachusetts
$70K -$44.2K -209 -38%
BCA
2040
Bray Capital Advisors
Florida
$70K – – –
EPM
2041
Equitec Proprietary Markets
Illinois
$70K +$73.9K +350 New
TFP
2042
Tilia Fiduciary Partners
North Carolina
$69K +$72.5K +343 New
LWANC
2043
Laurel Wealth Advisors (North Carolina)
North Carolina
$68K – – –
AAP
2044
Arax Advisory Partners
Colorado
$67K -$14.8K -70 -17%
NC
2045
NewSquare Capital
Pennsylvania
$67K – – –
SF
2046
SBK Financial
Virginia
$65K +$68.7K +325 New
MS
2047
Mizuho Securities
Japan
$63K -$1.08M -5,110 -94%
FRA
2048
Front Row Advisors
California
$63K – – –
HWM
2049
HighMark Wealth Management
Minnesota
$62K -$41.4K -196 -39%
CWM
2050
Cranbrook Wealth Management
Michigan
$62K – – –
80 81
82
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