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Name Holding Trade Value Shares
Change 		Change in
Stake
FC
2026
Fjell Capital
North Dakota
$1.27M +$56.2K +369 +5%
PA
2027
PSI Advisors
Florida
$1.27M -$62.3K -409 -5%
MWA
2028
Meridian Wealth Advisors
Texas
$1.27M -$131K -857 -9%
CM
2029
CoreCommodity Management
Connecticut
$1.27M +$1.05M +6,871 +474%
TWPM
2030
Total Wealth Planning & Management
Florida
$1.26M +$1.26M +8,292 New
BFO
2031
Biltmore Family Office
North Carolina
$1.26M +$208K +1,364 +20%
DFG
2032
Demars Financial Group
Washington
$1.26M +$22.8K +150 +2%
NIM
2033
Needham Investment Management
New York
$1.26M – – –
FFA
2034
Florida Financial Advisors
Florida
$1.26M -$206K -1,353 -14%
BCMLT
2035
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.25M -$592K -3,885 -32%
RCM
2036
Requisite Capital Management
Texas
$1.25M +$503K +3,302 +67%
FCM
2037
Fell Capital Management
California
$1.25M +$1.25M +8,199 New
GAA
2038
Global Assets Advisory
Florida
$1.25M +$20.1K +132 +2%
GWANC
2039
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.25M +$7.31K +48 +0.6%
UF
2040
Univest Financial
Pennsylvania
$1.25M -$60.9K -400 -5%
DFC
2041
DB Fitzpatrick & Co
Idaho
$1.25M -$52.9K -347 -4%
GDP
2042
Great Diamond Partners
Maine
$1.24M +$14K +92 +1%
FPW
2043
Fairvoy Private Wealth
Alabama
$1.24M -$50.7K -333 -4%
CTC
2044
Cetera Trust Company
Minnesota
$1.24M -$149K -976 -11%
WQ
2045
Wealth Quarterback
New Jersey
$1.24M -$73.6K -483 -6%
AWMG
2046
ADG Wealth Management Group
Louisiana
$1.24M -$113K -739 -8%
EFSCE
2047
Enterprise Financial Services Corp (EFSC)
Missouri
$1.24M -$2.13K -14 -0.2%
PL
2048
PeakShares LLC
Florida
$1.24M +$1.23M +8,105 New
SVCP
2049
Silicon Valley Capital Partners
California
$1.23M +$141K +925 +13%
SAM
2050
Sawgrass Asset Management
Florida
$1.23M – – –
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