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Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
2026
Cary Street Partners Investment Advisory
Virginia
$192K +$24K +635 +14%
PWG
2027
Portside Wealth Group
Utah
$192K +$197K +5,208 New
KFI
2028
Key Financial Inc
Pennsylvania
$191K +$3.78K +100 +2%
OC
2029
Optima Capital
Oregon
$190K +$195K +5,154 New
W
2030
WealthCollab
Washington
$188K – – –
WA
2031
Westfuller Advisors
New York
$187K +$4.53K +120 +2%
DMIC
2032
Dixon Mitchell Investment Counsel
British Columbia, Canada
$185K +$190K +5,025 New
RAM
2033
Reflection Asset Management
South Carolina
$185K +$190K +5,025 New
LC
2034
Lavaca Capital
Texas
$185K – – –
CCG
2035
Ceeto Capital Group
Florida
$185K – – –
AW
2036
Ankerstar Wealth
Texas
$185K +$189K +5,000 New
MR
2037
Munich Reinsurance
$184K +$186K +4,927 New
FFO
2038
Fortitude Family Office
Arizona
$184K -$41.5K -1,098 -18%
TFGT
2039
TS Financial Group (TSFG)
Illinois
$183K +$151 +4 +0.1%
PP
2040
PFS Partners
New Jersey
$180K – – –
FPB
2041
First PREMIER Bank
South Dakota
$176K -$9.33K -247 -5%
SC
2042
Solstein Capital
California
$175K – – –
APW
2043
Atlantic Private Wealth
North Carolina
$175K +$566 +15 +0.3%
AWM
2044
Activest Wealth Management
Florida
$174K -$11.9K -316 -6%
FC
2045
Fairscale Capital
New Hampshire
$172K – – –
CFS
2046
CGC Financial Services
Oregon
$172K – – –
PFSC
2047
Peoples Financial Services Corp
Pennsylvania
$171K -$18.9K -500 -10%
MTIC
2048
Missouri Trust & Investment Company
Missouri
$170K -$30.2K -800 -15%
WOSD
2049
WFA of San Diego
California
$169K -$7.59K -201 -4%
PSB
2050
Piscataqua Savings Bank
New Hampshire
$168K -$5.1K -135 -3%
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