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Name Holding Trade Value Shares
Change 		Change in
Stake
MIFH
2026
Migdal Insurance & Financial Holdings
Israel
$552K – – –
SP
2027
Successful Portfolios
Florida
$552K -$34.9K -111 -5%
HA
2028
Huntleigh Advisors
Missouri
$551K +$135K +430 +28%
SSWG
2029
Seven Springs Wealth Group
Tennessee
$549K -$16K -51 -3%
AT
2030
American Trust
Kentucky
$548K -$42.4K -135 -7%
RGC
2031
Roberts, Glore & Co
Illinois
$547K – – –
ICP
2032
Interchange Capital Partners
Pennsylvania
$546K -$461K -1,468 -37%
IG
2033
IFS Group
Pennsylvania
$545K +$603K +1,920 New
NSG
2034
Nalls Sherbakoff Group
Tennessee
$545K -$127K -404 -17%
CCAM
2035
Cascades Capital Asset Management
North Carolina
$544K – – –
BWP
2036
BlueStem Wealth Partners
Minnesota
$543K +$20.1K +64 +3%
HFBOT
2037
Home Federal Bank of Tennessee
Tennessee
$543K +$102K +325 +20%
GAA
2038
Guardian Asset Advisors
Pennsylvania
$541K -$165K -525 -22%
PMG
2039
ProVise Management Group
Florida
$541K -$16K -51 -3%
GWAG
2040
Garrett Wealth Advisory Group
Texas
$540K +$216K +688 +57%
ACG
2041
Allen Capital Group
Nebraska
$539K -$10.1K -32 -2%
CWM
2042
Consultiva Wealth Management
Puerto Rico
$539K – – –
PCA
2043
Prosperity Capital Advisors
Ohio
$539K -$102K -323 -15%
FTUS
2044
Flow Traders U.S.
New York
$539K -$608K -1,933 -50%
5NPW
2045
55 North Private Wealth
Florida
$537K +$8.17K +26 +1%
SWG
2046
Summit Wealth Group
Vermont
$535K -$12.9K -41 -2%
AHL
2047
Abel Hall LLC
Louisiana
$535K +$5.03K +16 +0.9%
PWMG
2048
Prestige Wealth Management Group
New Jersey
$534K +$3.14K +10 +0.5%
MCM
2049
MV Capital Management
Maryland
$534K +$2.83K +9 +0.5%
CCA
2050
Clearwater Capital Advisors
Illinois
$534K +$4.4K +14 +0.7%
80 81
82
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