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Name Holding Trade Value Shares
Change 		Change in
Stake
JMFC
2026
J.M. Forbes & Co
Massachusetts
$870K -$17.5K -122 -2%
LCM
2027
Leisure Capital Management
California
$870K – – –
WCM
2028
WealthBridge Capital Management
Ohio
$870K +$766K +5,341 New
BCMLT
2029
Beacon Capital Management LLC (Tennessee)
Tennessee
$868K +$765K +5,336 New
MAG
2030
Mayfair Advisory Group
Alabama
$867K -$3.44K -24 -0.5%
ACM
2031
Alta Capital Management
Utah
$867K +$3.01K +21 +0.4%
NW
2032
NewEdge Wealth
Pennsylvania
$867K +$256K +1,785 +50%
LDFR
2033
Lehman & Derafelo Financial Resources
Pennsylvania
$865K +$2.01K +14 +0.3%
MGAM
2034
McGowan Group Asset Management
Texas
$863K +$316K +2,202 +71%
CWP
2035
Curated Wealth Partners
California
$861K – – –
GWM
2036
Gray Wealth Management
Maine
$860K -$17.6K -123 -2%
SP
2037
Successful Portfolios
Florida
$860K +$3.73K +26 +0.5%
MWM
2038
Merriman Wealth Management
Washington
$858K -$83.2K -580 -10%
BWM
2039
BCS Wealth Management
Tennessee
$857K -$446K -3,108 -37%
MWM
2040
Moulton Wealth Management
Washington
$854K +$430 +3 +0.1%
BW
2041
Bison Wealth
Georgia
$853K +$14.6K +102 +2%
ODFS
2042
O'Donnell Financial Services
California
$852K -$33.1K -231 -4%
SDH
2043
Sloy Dahl & Holst
Washington
$852K +$11.8K +82 +2%
HEIP
2044
Hudson Edge Investment Partners
New Jersey
$849K -$5.82M -40,599 -89%
GG
2045
Golden Green
South Carolina
$849K -$162K -1,131 -18%
WAM
2046
WFA Asset Management
Wisconsin
$849K +$6.02K +42 +0.8%
SWM
2047
Salvus Wealth Management
New Jersey
$848K -$63.8K -445 -8%
BDWM
2048
Brewin Dolphin Wealth Management
Ireland
$848K – – –
CSI
2049
Cross Staff Investments
New York
$843K +$54.5K +380 +8%
JHCP
2050
Jackson Hole Capital Partners
Oklahoma
$840K -$6.45K -45 -0.9%
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