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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
2026
Personal Wealth Partners
Minnesota
$10K +$9.83K +120 New
O
2027
Ossiam
France
$8K -$12.5M -152,578 -100%
GWMIA
2028
Global Wealth Management Investment Advisory
Florida
$8K – – –
MIM
2029
Macroview Investment Management
Maryland
$8K – – –
PFA
2030
Professional Financial Advisors
Nebraska
$8K – – –
RDFA
2031
Ritter Daniher Financial Advisory
Ohio
$8K – – –
SFPG
2032
Stonebridge Financial Planning Group
Florida
$8K – – –
AW
2033
Alaethes Wealth
Nevada
$8K +$7.78K +95 New
MS
2034
Mizuho Securities
Japan
$7K -$82 -1 -1%
CPWM
2035
Cypress Point Wealth Management
Texas
$7K – – –
IPW
2036
IronBridge Private Wealth
Texas
$7K – – –
AWM
2037
Activest Wealth Management
Florida
$6K – – –
SCA
2038
Stuart Chaussee & Associates
California
$6K – – –
TAM
2039
Tucker Asset Management
Colorado
$5.76K – – –
CWAF
2040
Core Wealth Advisors (Florida)
Florida
$5K – – –
FPFS
2041
First Personal Financial Services
North Carolina
$5K – – –
GG
2042
Gleason Group
Kentucky
$5K – – –
LS
2043
Leelyn Smith
Illinois
$5K – – –
SFO
2044
Standard Family Office
South Dakota
$5K – – –
IRAG
2045
Investment Research & Advisory Group
Georgia
$5K +$4.59K +56 New
PCH
2046
Polar Capital Holdings
United Kingdom
$4.83K +$4.74M +57,917 New
BC
2047
Burleson & Co
California
$4K – – –
CWM
2048
Cedar Wealth Management
California
$4K – – –
CMBA
2049
C.M. Bidwell & Associates
Hawaii
$4K – – –
OSNBOA
2050
Old Second National Bank of Aurora
Illinois
$4K – – –
80 81
82
83 84