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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2026
Mystic Asset Management
Rhode Island
$1.02M +$14.2K +48 +1%
TFA
2027
Triad Financial Advisors
North Carolina
$1.02M -$4.43K -15 -0.4%
SQA
2028
Simon Quick Advisors
New Jersey
$1.02M +$220K +745 +29%
CANC
2029
Culbertson A N & Co
Virginia
$1.02M -$23.6K -80 -2%
TWM
2030
Tradition Wealth Management
Minnesota
$1.02M +$47.8K +162 +5%
HCP
2031
Hexagon Capital Partners
Arkansas
$1.02M -$75K -254 -6%
DCM
2032
Davidson Capital Management
Texas
$1.02M +$7.09K +24 +0.7%
KA
2033
Kercheville Advisors
Texas
$1.01M -$1.24M -4,200 -53%
MFG
2034
Menard Financial Group
Texas
$1.01M -$25.7K -87 -2%
FFA
2035
Founders Financial Alliance
North Carolina
$1.01M -$95.1K -322 -8%
LDFR
2036
Lehman & Derafelo Financial Resources
Pennsylvania
$1.01M +$27.2K +92 +3%
TWP
2037
Tower Wealth Partners
Pennsylvania
$1.01M -$6.5K -22 -0.6%
CSWG
2038
Cardinal Strategic Wealth Guidance
Kentucky
$1M – – –
AG
2039
Algert Global
California
$1M +$1.08M +3,666 New
NEAM
2040
New England Asset Management
Connecticut
$994K – – –
SFG
2041
Sovereign Financial Group
Connecticut
$993K -$12.1K -41 -1%
PA
2042
Probity Advisors
Texas
$992K +$7.68K +26 +0.7%
CWP
2043
Curated Wealth Partners
California
$991K +$355K +1,202 +50%
BSB
2044
Bangor Savings Bank
Maine
$990K – – –
FCM
2045
Firestone Capital Management
Florida
$990K – – –
NFSG
2046
Newbridge Financial Services Group
Florida
$989K -$14.8K -50 -1%
PWSG
2047
Pacific Wealth Strategies Group
California
$988K -$2.97M -10,050 -74%
1W
2048
1776 Wealth
Georgia
$988K +$76.2K +258 +8%
CPIG
2049
Chicago Partners Investment Group
Illinois
$988K +$92.4K +313 +11%
BA
2050
Birinyi Associates
Connecticut
$987K -$73.8K -250 -6%
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