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Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
2026
Leisure Capital Management
California
$870K – – –
WCM
2027
WealthBridge Capital Management
Ohio
$870K +$766K +5,341 New
BCMLT
2028
Beacon Capital Management LLC (Tennessee)
Tennessee
$868K +$765K +5,336 New
MAG
2029
Mayfair Advisory Group
Alabama
$867K -$3.44K -24 -0.5%
ACM
2030
Alta Capital Management
Utah
$867K +$3.01K +21 +0.4%
NW
2031
NewEdge Wealth
Pennsylvania
$867K +$256K +1,785 +50%
LDFR
2032
Lehman & Derafelo Financial Resources
Pennsylvania
$865K +$2.01K +14 +0.3%
MGAM
2033
McGowan Group Asset Management
Texas
$863K +$316K +2,202 +71%
CWP
2034
Curated Wealth Partners
California
$861K – – –
GWM
2035
Gray Wealth Management
Maine
$860K -$17.6K -123 -2%
SP
2036
Successful Portfolios
Florida
$860K +$3.73K +26 +0.5%
MWM
2037
Merriman Wealth Management
Washington
$858K -$83.2K -580 -10%
BWM
2038
BCS Wealth Management
Tennessee
$857K -$446K -3,108 -37%
MWM
2039
Moulton Wealth Management
Washington
$854K +$430 +3 +0.1%
BW
2040
Bison Wealth
Georgia
$853K +$14.6K +102 +2%
ODFS
2041
O'Donnell Financial Services
California
$852K -$33.1K -231 -4%
SDH
2042
Sloy Dahl & Holst
Washington
$852K +$11.8K +82 +2%
HEIP
2043
Hudson Edge Investment Partners
New Jersey
$849K -$5.82M -40,599 -89%
GG
2044
Golden Green
South Carolina
$849K -$162K -1,131 -18%
WAM
2045
WFA Asset Management
Wisconsin
$849K +$6.02K +42 +0.8%
SWM
2046
Salvus Wealth Management
New Jersey
$848K -$63.8K -445 -8%
BDWM
2047
Brewin Dolphin Wealth Management
Ireland
$848K – – –
CSI
2048
Cross Staff Investments
New York
$843K +$54.5K +380 +8%
JHCP
2049
Jackson Hole Capital Partners
Oklahoma
$840K -$6.45K -45 -0.9%
NLP
2050
Next Level Private
New York
$838K – – –
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