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Name Holding Trade Value Shares
Change 		Change in
Stake
EW
2026
Element Wealth
Mississippi
$253K +$21.5K +447 +10%
CCP
2027
Cardan Capital Partners
Colorado
$251K -$26.9K -559 -10%
MLFP
2028
MPS Loria Financial Planners
Illinois
$251K +$1.54K +32 +0.6%
APWM
2029
Atlas Private Wealth Management
New York
$250K -$38K -790 -13%
NAM
2030
North American Management
Massachusetts
$250K -$5.43K -113 -2%
W
2031
WealthOne
New York
$250K +$13.1K +273 +6%
LJHT
2032
Laurie J. Hall Trustee
$250K +$243K +5,045 New
T
2033
TRUADVICE
Florida
$250K +$243K +5,045 New
HHGA
2034
Halbert Hargrove Global Advisors
California
$249K -$25.7K -534 -10%
RWP
2035
RWA Wealth Partners
Massachusetts
$249K -$3.17K -66 -1%
PTP
2036
Platform Technology Partners
New York
$249K +$243K +5,046 New
CWM
2037
Concentric Wealth Management
California
$247K -$5.63K -117 -2%
LDFR
2038
Lehman & Derafelo Financial Resources
Pennsylvania
$247K – – –
JWM
2039
Jupiter Wealth Management
Colorado
$247K +$240K +5,000 New
GTCM
2040
Gyon Technologies Capital Management
New Jersey
$247K +$241K +5,002 New
CBFP
2041
Cedar Brook Financial Partners
Ohio
$246K -$6.01K -125 -2%
AIM
2042
Axiom Investment Management
New York
$245K +$19.3K +401 +9%
OMC
2043
Old Mission Capital
Illinois
$244K +$238K +4,950 New
AF
2044
Apexium Financial
Texas
$242K +$4.42K +92 +2%
MCM
2045
McRae Capital Management
New Jersey
$241K -$9.81K -204 -4%
CWA
2046
Capital Wealth Alliance
Arizona
$241K +$234K +4,872 New
CBB
2047
Citizens Business Bank
California
$240K – – –
JWM
2048
Jeppson Wealth Management
California
$239K +$233K +4,839 New
MC
2049
Mathes Company
New York
$238K – – –
SFS
2050
Strategic Financial Services
New York
$237K -$45.3K -942 -16%
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