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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2026
Bernard Wealth Management
Michigan
$238K
PCP
2027
Proficio Capital Partners
Massachusetts
$237K -$811K -2,231 -78%
EFG
2028
Everhart Financial Group
Ohio
$237K +$231K +634 New
ODIJL
2029
One Day In July LLC
Vermont
$237K +$1.46K +4 +0.6%
TT
2030
TI-Trust
Illinois
$237K +$7.27K +20 +3%
AWG
2031
Altus Wealth Group
Colorado
$236K
AAB
2032
ABN AMRO Bank
Netherlands
$235K +$229K +630 New
TFA
2033
Tobias Financial Advisors
Florida
$234K -$4K -11 -2%
VFG
2034
Victory Financial Group
Texas
$233K -$44K -121 -16%
TWA
2035
TCI Wealth Advisors
Arizona
$233K +$226K +622 New
MG
2036
McHugh Group
Ohio
$232K
PWMA
2037
Pension & Wealth Management Advisors
Massachusetts
$231K +$33.5K +92 +18%
ECAM
2038
East Coast Asset Management
Massachusetts
$231K
VC
2039
Veracity Capital
Georgia
$231K -$8K -22 -3%
LOPW
2040
Live Oak Private Wealth
North Carolina
$231K
SCP
2041
Silverleafe Capital Partners
Tennessee
$231K +$224K +616 New
MR
2042
Munich Reinsurance
$230K +$224K +615 New
PWM
2043
PBMares Wealth Management
Virginia
$230K +$364 +1 +0.2%
TFM
2044
TFC Financial Management
Massachusetts
$230K
AGP
2045
Autumn Glory Partners
Texas
$228K
FA
2046
FDx Advisors
Illinois
$228K +$217K +598 New
FFO
2047
Fortitude Family Office
Arizona
$228K +$364 +1 +0.2%
ACM
2048
Avalon Capital Management
California
$228K
CWS
2049
Cypress Wealth Services
California
$227K
GWP
2050
Gen-Wealth Partners
Michigan
$227K