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Name Holding Trade Value Shares
Change 		Change in
Stake
LF
2026
Lee Financial
Texas
$122K +$24.5K +240 +26%
ML
2027
McAdam LLC
Pennsylvania
$121K -$24.7K -242 -17%
FL
2028
Fort LP
Maryland
$121K +$119K +1,159 New
MS
2029
Marshall & Sullivan
Washington
$121K +$118K +1,152 New
FA
2030
Fortis Advisors
Pennsylvania
$118K – – –
VCM
2031
Versant Capital Management
Arizona
$115K +$1.53K +15 +1%
NCM
2032
New Capital Management
Texas
$113K – – –
TC
2033
Trilogy Capital
California
$113K +$1.02K +10 +0.9%
LYV
2034
Live Your Vision
Pennsylvania
$113K +$51.1K +500 +92%
CIA
2035
CSat Investment Advisory
Michigan
$112K +$109K +1,070 New
CFG
2036
CKW Financial Group
Hawaii
$111K – – –
FRA
2037
Front Row Advisors
California
$111K +$6.75K +66 +7%
EWM
2038
Endurance Wealth Management
Rhode Island
$107K – – –
SCA
2039
Stuart Chaussee & Associates
California
$105K – – –
AA
2040
AlphaMark Advisors
Kentucky
$100K – – –
IWP
2041
Icon Wealth Partners
Texas
$99K +$96.3K +942 New
ARMC
2042
American Research & Management Company
Massachusetts
$97K – – –
GFP
2043
Gryphon Financial Partners
Ohio
$94K -$4.5K -44 -5%
GWA
2044
Guidant Wealth Advisors
Illinois
$92K – – –
BAMG
2045
Brand Asset Management Group
Missouri
$91K +$89.1K +871 New
CWM
2046
Catamount Wealth Management
Connecticut
$90K +$3.38K +33 +4%
RWG
2047
Regal Wealth Group
California
$86K – – –
RWM
2048
Raffa Wealth Management
District of Columbia
$85.7K – – –
LWM
2049
Lenox Wealth Management
Ohio
$85K +$6.14K +60 +8%
1IA
2050
1834 Investment Advisors
Wisconsin
$84K – – –
80 81
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