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Name Holding Trade Value Shares
Change 		Change in
Stake
JWWM
2026
Johnson & White Wealth Management
Pennsylvania
$361K +$69.9K +1,568 +24%
FWP
2027
Falcon Wealth Planning
California
$360K +$39.7K +892 +12%
VH
2028
Visionary Horizons
Tennessee
$359K -$12.3K -276 -3%
VAM
2029
Vienna Asset Management
California
$359K -$529K -11,870 -59%
IGGA
2030
Iron Gate Global Advisors
Utah
$359K +$1.07K +24 +0.3%
GKWIM
2031
Gerber Kawasaki Wealth & Investment Management
California
$358K -$7.71K -173 -2%
OFW
2032
Omnia Family Wealth
Florida
$357K -$4.01K -90 -1%
EA
2033
Eudaimonia Advisors
Tennessee
$357K -$29K -650 -7%
SL
2034
Stevard LLC
Illinois
$357K – – –
MFG
2035
Menard Financial Group
Texas
$356K +$359K +8,060 New
OWA
2036
Octavia Wealth Advisors
Ohio
$356K -$140K -3,144 -28%
PFSC
2037
Peoples Financial Services Corp
Pennsylvania
$356K -$223K -5,015 -38%
SGK
2038
Steigerwald Gordon & Koch
Virginia
$355K +$45 +1 +0%
EPA
2039
Element Pointe Advisors
Florida
$355K +$17.8K +400 +5%
IAG
2040
Investment Advisory Group
Massachusetts
$355K -$19.1K -428 -5%
SPC
2041
Spirepoint Private Client
Florida
$355K +$358K +8,030 New
BDFN
2042
Bond & Devick Financial Network
Minnesota
$353K -$9.8K -220 -3%
AWM
2043
Act Wealth Management
Texas
$353K – – –
FOA
2044
Five Oceans Advisors
California
$353K +$356K +7,999 New
PFGIA
2045
Patriot Financial Group Insurance Agency
Massachusetts
$353K -$10.1K -226 -3%
C
2046
Covestor
United Kingdom
$353K -$83.1K -1,865 -19%
FVCM
2047
F&V Capital Management
Florida
$353K – – –
IBOK
2048
Independence Bank of Kentucky
Kentucky
$353K -$17.4K -390 -5%
WB
2049
West Bancorporation
Iowa
$352K – – –
GJWM
2050
Gilliland Jeter Wealth Management
Arkansas
$352K +$355K +7,971 New
80 81
82
83 84