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Name Holding Trade Value Shares
Change
Change in
Stake
TC
2026
Truvestments Capital
Florida
$198K -$11.6K -306 -5%
RFP
2027
Root Financial Partners
California
$196K +$14.1K +374 +8%
MEG
2028
Millstone Evans Group
Colorado
$195K +$68K +1,800 +52%
GFL
2029
Granite FO LLC
New Hampshire
$194K -$4.27K -113 -2%
TS
2030
Tamar Securities
California
$194K -$234K -6,204 -54%
CSPIA
2031
Cary Street Partners Investment Advisory
Virginia
$192K +$24K +635 +14%
PWG
2032
Portside Wealth Group
Utah
$192K +$197K +5,208 New
KFI
2033
Key Financial Inc
Pennsylvania
$191K +$3.78K +100 +2%
OC
2034
Optima Capital
Oregon
$190K +$195K +5,154 New
W
2035
WealthCollab
Washington
$188K – – –
WA
2036
Westfuller Advisors
New York
$187K +$4.53K +120 +2%
DMIC
2037
Dixon Mitchell Investment Counsel
British Columbia, Canada
$185K +$190K +5,025 New
RAM
2038
Reflection Asset Management
South Carolina
$185K +$190K +5,025 New
LC
2039
Lavaca Capital
Texas
$185K – – –
CCG
2040
Ceeto Capital Group
Florida
$185K – – –
AW
2041
Ankerstar Wealth
Texas
$185K +$189K +5,000 New
MR
2042
Munich Reinsurance
$184K +$186K +4,927 New
FFO
2043
Fortitude Family Office
Arizona
$184K -$41.5K -1,098 -18%
TFGT
2044
TS Financial Group (TSFG)
Illinois
$183K +$151 +4 +0.1%
PP
2045
PFS Partners
New Jersey
$180K – – –
FPB
2046
First PREMIER Bank
South Dakota
$176K -$9.33K -247 -5%
SC
2047
Solstein Capital
California
$175K – – –
APW
2048
Atlantic Private Wealth
North Carolina
$175K +$566 +15 +0.3%
AWM
2049
Activest Wealth Management
Florida
$174K -$11.9K -316 -6%
FC
2050
Fairscale Capital
New Hampshire
$172K – – –