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Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
2026
Ritter Daniher Financial Advisory
Ohio
$16.3K – – –
MPW
2027
MASECO Private Wealth
$16.3K -$51.7K -161 -76%
EFMH
2028
E Fund Management (HK)
Hong Kong
$16K +$14.8K +46 +1,533%
CWM
2029
Copia Wealth Management
Oregon
$14.7K – – –
CTA
2030
Colonial Trust Advisors
South Carolina
$14.3K +$8.02K +25 +132%
NF
2031
Napier Financial
Massachusetts
$14.3K +$14.1K +44 New
Kayne Anderson Rudnick Investment Management
2032
Kayne Anderson Rudnick Investment Management
California
$14K – – –
DF
2033
Dunhill Financial
United Kingdom
$13.3K +$642 +2 +5%
BHWM
2034
Bay Harbor Wealth Management
Maryland
$12.7K +$3.53K +11 +39%
RTL
2035
Red Tortoise LLC
Georgia
$12.7K – – –
CW
2036
Curio Wealth
Maryland
$12.7K +$642 +2 +5%
CI
2037
Clal Insurance
Israel
$12K -$963 -3 -7%
PWMG
2038
Private Wealth Management Group
New Jersey
$12K +$2.25K +7 +23%
AP
2039
Aspect Partners
Virginia
$11.7K +$963 +3 +9%
LWMI
2040
Legacy Wealth Management (Idaho)
Idaho
$11.7K +$7.7K +24 +200%
DIP
2041
DT Investment Partners
Pennsylvania
$11.4K – – –
DWM
2042
Dogwood Wealth Management
Kansas
$11.4K +$4.17K +13 +59%
HIW
2043
Holos Integrated Wealth
Pennsylvania
$11.1K – – –
MWM
2044
Mascoma Wealth Management
New Hampshire
$11.1K – – –
MIM
2045
Marshall Investment Management
Colorado
$11.1K +$10.9K +34 New
UIA
2046
Ulland Investment Advisors
Minnesota
$11K – – –
Walleye Capital
2047
Walleye Capital
New York
$10.4K -$1.35M -4,219 -99%
CWM
2048
Cranbrook Wealth Management
Michigan
$10.4K – – –
SIM
2049
Synergy Investment Management
Florida
$10.4K +$10.3K +32 New
PCM
2050
Penserra Capital Management
California
$10K – – –