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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2026
Advance Capital Management
Michigan
$552K – – –
SFGP
2027
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$550K +$3.31K +11 +0.6%
SSWM
2028
Smith Salley Wealth Management
North Carolina
$550K +$138K +458 +35%
RCP
2029
Rothschild Capital Partners
New York
$548K – – –
NP
2030
Ninepoint Partners
Ontario, Canada
$548K – – –
OHWP
2031
Oak Harbor Wealth Partners
North Carolina
$548K -$12K -40 -2%
EDRH
2032
Edmond de Rothschild Holding
Switzerland
$548K – – –
SMA
2033
Seven Mile Advisory
New Jersey
$547K -$70.8K -235 -12%
NRG
2034
Nemes Rush Group
Michigan
$546K +$41K +136 +8%
LRPA
2035
L. Roy Papp & Associates
Arizona
$546K – – –
CWP
2036
Capital Wealth Planning
Florida
$544K +$2.11K +7 +0.4%
BRG
2037
Bay Rivers Group
Virginia
$544K +$49.4K +164 +10%
ETS
2038
ESL Trust Services
New York
$543K – – –
QWM
2039
Quadcap Wealth Management
Texas
$542K -$215K -713 -29%
KAS
2040
KPP Advisory Services
Kentucky
$541K -$87.6K -291 -14%
NGA
2041
Naples Global Advisors
Florida
$540K – – –
WAG
2042
Winthrop Advisory Group
Massachusetts
$540K +$59K +196 +13%
TA
2043
Townsend & Associates
Colorado
$540K – – –
VW
2044
Vantus Wealth
Pennsylvania
$539K +$527K +1,751 New
AIS
2045
American Investment Services
Massachusetts
$538K -$106K -352 -17%
PCFFS
2046
Pacific Center for Financial Services
California
$537K – – –
CA
2047
Calton & Associates
Florida
$534K +$13.2K +44 +3%
MFC
2048
Morris Financial Concepts
South Carolina
$534K – – –
EW
2049
Expressive Wealth
Illinois
$534K +$522K +1,733 New
CSI
2050
Clark & Stuart Inc
Maine
$534K – – –
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