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Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
2026
Capital Advisors Ltd
Ohio
$51K – – –
MUS
2027
Mitsubishi UFJ Securities
Japan
$51K – – –
EPM
2028
Equitec Proprietary Markets
Illinois
$50K – – –
HFP
2029
Holistic Financial Partners
Indiana
$49K -$5.63K -53 -10%
AWMS
2030
Advocacy Wealth Management Services
Georgia
$45K – – –
BA
2031
Ballew Advisors
Mississippi
$45K +$47.3K +445 New
CAM
2032
Chandler Asset Management
California
$45K +$47.6K +448 New
WDL
2033
Well Done LLC
Michigan
$45K +$47.7K +449 New
T2I
2034
Turim 21 Investimentos
Brazil
$44K – – –
NEAM
2035
New England Asset Management
Connecticut
$42K – – –
WAM
2036
Watermark Asset Management
California
$39K – – –
CG
2037
Cutler Group
California
$38K -$757K -7,120 -95%
LWA
2038
Lenox Wealth Advisors
New York
$38K -$5.63K -53 -12%
WAS
2039
Winch Advisory Services
Wisconsin
$38K +$213 +2 +0.5%
OBWP
2040
O'Brien Wealth Partners
Massachusetts
$38K +$40.2K +378 New
HS
2041
Horan Securities
United States
$37K -$2.98K -28 -7%
RPG
2042
Risk Paradigm Group
Texas
$35.2K -$21.8K -205 -37%
AWM
2043
AllSquare Wealth Management
New York
$34K – – –
FPF
2044
FNY Partners Fund
New York
$34K +$36.4K +343 New
DOA
2045
D'Orazio & Associates
Virginia
$32K – – –
MBT
2046
Monroe Bank & Trust
Michigan
$30K -$15.9K -150 -33%
TCM
2047
Tanaka Capital Management
New York
$29K – – –
CA
2048
Crewe Advisors
Utah
$28K – – –
PCIA
2049
Prime Capital Investment Advisors
Kansas
$28K – – –
PW
2050
Price Wealth
Texas
$27K -$28.9K -272 -50%
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82
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