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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2026
C2C Wealth Management
Arizona
$1.38M -$557K -1,798 -31%
JWWM
2027
Johnson & White Wealth Management
Pennsylvania
$1.37M +$22.6K +73 +2%
SFB
2028
STAR Financial Bank
Indiana
$1.37M +$8.98K +29 +0.7%
MSFP
2029
Mark Sheptoff Financial Planning
Connecticut
$1.37M +$310 +1 +0%
PAA
2030
Peregrine Asset Advisers
Oregon
$1.36M -$23.5K -76 -2%
OFG
2031
OmniStar Financial Group
North Carolina
$1.36M +$70.3K +227 +6%
ACM
2032
AlphaStar Capital Management
North Carolina
$1.36M -$179K -577 -13%
MAM
2033
Mystic Asset Management
Rhode Island
$1.36M +$79.6K +257 +7%
LA
2034
Lifeworks Advisors
Michigan
$1.36M -$78K -252 -6%
C
2035
Certuity
Florida
$1.35M +$249K +805 +26%
FCM
2036
Fairbanks Capital Management
California
$1.35M +$61K +197 +5%
PIM
2037
Profit Investment Management
Maryland
$1.35M – – –
LWM
2038
Lionsbridge Wealth Management
Florida
$1.35M -$1.86K -6 -0.2%
WPA
2039
Winning Points Advisors
Florida
$1.35M – – –
NFG
2040
Norris Financial Group
South Carolina
$1.34M -$752K -2,427 -38%
FCM
2041
Firestone Capital Management
Florida
$1.34M -$10.2K -33 -0.8%
AFS
2042
Aft Forsyth & Sober
Florida
$1.33M – – –
BAM
2043
BOS Asset Management
Illinois
$1.33M – – –
BIA
2044
Bigelow Investment Advisors
Maine
$1.33M -$3.72K -12 -0.3%
SIM
2045
Sentry Investment Management
Wisconsin
$1.33M -$620K -2,003 -34%
JSW
2046
Journey Strategic Wealth
New Jersey
$1.33M +$68.1K +220 +6%
MWC
2047
MBM Wealth Consultants
Missouri
$1.33M +$63.2K +204 +6%
HIA
2048
Harvest Investment Advisors
Florida
$1.32M +$2.17K +7 +0.2%
GWSG
2049
GPS Wealth Strategies Group
Colorado
$1.32M -$142K -460 -11%
EFG
2050
Everhart Financial Group
Ohio
$1.32M +$204K +659 +21%
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