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Name Holding Trade Value Shares
Change
Change in
Stake
JAFL
2026
Jay A. Fishman Ltd
Michigan
$238K +$232K +637 New
BWM
2027
Bernard Wealth Management
Michigan
$238K – – –
PCP
2028
Proficio Capital Partners
Massachusetts
$237K -$811K -2,231 -78%
EFG
2029
Everhart Financial Group
Ohio
$237K +$231K +634 New
ODIJL
2030
One Day In July LLC
Vermont
$237K +$1.46K +4 +0.6%
TT
2031
TI-Trust
Illinois
$237K +$7.27K +20 +3%
AWG
2032
Altus Wealth Group
Colorado
$236K – – –
ABN AMRO Bank
2033
ABN AMRO Bank
Netherlands
$235K +$229K +630 New
TFA
2034
Tobias Financial Advisors
Florida
$234K -$4K -11 -2%
VFG
2035
Victory Financial Group
Texas
$233K -$44K -121 -16%
TCI Wealth Advisors
2036
TCI Wealth Advisors
Arizona
$233K +$226K +622 New
MG
2037
McHugh Group
Ohio
$232K – – –
PWMA
2038
Pension & Wealth Management Advisors
Massachusetts
$231K +$33.5K +92 +18%
ECAM
2039
East Coast Asset Management
Massachusetts
$231K – – –
VC
2040
Veracity Capital
Georgia
$231K -$8K -22 -3%
LOPW
2041
Live Oak Private Wealth
North Carolina
$231K – – –
SCP
2042
Silverleafe Capital Partners
Tennessee
$231K +$224K +616 New
Munich Reinsurance
2043
Munich Reinsurance
$230K +$224K +615 New
PWM
2044
PBMares Wealth Management
Virginia
$230K +$364 +1 +0.2%
TFM
2045
TFC Financial Management
Massachusetts
$230K – – –
AGP
2046
Autumn Glory Partners
Texas
$228K – – –
FA
2047
FDx Advisors
Illinois
$228K +$217K +598 New
FFO
2048
Fortitude Family Office
Arizona
$228K +$364 +1 +0.2%
ACM
2049
Avalon Capital Management
California
$228K – – –
CWS
2050
Cypress Wealth Services
California
$227K – – –