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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2026
Raffa Wealth Management
District of Columbia
$74.6K – – –
SHJ
2027
Sharkey, Howes & Javer
Colorado
$69K -$5.25K -51 -7%
BC
2028
Barnett & Company
Tennessee
$69K +$7.73K +75 +13%
GSC
2029
G&S Capital
Colorado
$68K +$65.1K +632 New
SPI
2030
Santori & Peters Inc
Pennsylvania
$66K +$66.7K +647 New
TC
2031
Trust Company
Kansas
$65K -$17.2K -167 -22%
EMG
2032
ETF Managers Group
New Jersey
$61K +$7.83K +76 +16%
TCCM
2033
Timber Creek Capital Management
Massachusetts
$60K -$5.15K -50 -8%
LYV
2034
Live Your Vision
Pennsylvania
$60K +$309 +3 +0.6%
RPG
2035
Risk Paradigm Group
Texas
$59.7K +$21.1K +205 +59%
DRS
2036
Deane Retirement Strategies
Louisiana
$58K – – –
HFP
2037
Holistic Financial Partners
Indiana
$58K +$55.7K +541 New
PW
2038
Price Wealth
Texas
$58K +$56K +544 New
CWM
2039
Cranbrook Wealth Management
Michigan
$57K – – –
EWM
2040
Endurance Wealth Management
Rhode Island
$56K – – –
TWMP
2041
Taylor Wealth Management Partners
Massachusetts
$56K – – –
JAM
2042
Jolley Asset Management
North Carolina
$55K -$10.3K -100 -16%
NC
2043
NewSquare Capital
Pennsylvania
$55K – – –
MUS
2044
Mitsubishi UFJ Securities
Japan
$55K +$40.2K +390 +325%
CAL
2045
Capital Advisors Ltd
Ohio
$54K -$1.54K -15 -3%
EPM
2046
Equitec Proprietary Markets
Illinois
$54K – – –
AWMS
2047
Advocacy Wealth Management Services
Georgia
$48K -$9.79K -95 -17%
MBT
2048
Monroe Bank & Trust
Michigan
$48K +$46.4K +450 New
T2I
2049
Turim 21 Investimentos
Brazil
$47K – – –
SIS
2050
Sound Income Strategies
Florida
$47K +$46.8K +454 New
80 81
82
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