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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
2026
Gray Wealth Management
Maine
$662K +$3.2K +49 +0.5%
BWA
2027
BlueChip Wealth Advisors
Georgia
$662K -$16.9K -259 -2%
JSW
2028
Journey Strategic Wealth
New Jersey
$661K -$35.4K -543 -5%
EFSCE
2029
Enterprise Financial Services Corp (EFSC)
Missouri
$660K +$13.9K +213 +2%
MTIM
2030
Marathon Trading Investment Management
Pennsylvania
$660K +$692K +10,600 New
TW
2031
TrinityPoint Wealth
Connecticut
$660K +$33.4K +512 +5%
IC
2032
Iconiq Capital
California
$660K +$21.1K +324 +3%
ZF
2033
Zhang Financial
Michigan
$659K +$45.3K +694 +7%
RIA
2034
Richwood Investment Advisors
Ohio
$658K +$39.3K +602 +6%
DWM
2035
Drive Wealth Management
Utah
$658K +$24.6K +377 +4%
RIS
2036
Retirement Income Solutions
Michigan
$658K – – –
KWM
2037
Kiker Wealth Management
Georgia
$658K +$689K +10,561 New
HWP
2038
Highline Wealth Partners
California
$657K -$7.83K -120 -1%
FMTC
2039
Farmers & Merchants Trust Company
California
$654K -$40.5K -620 -6%
OL
2040
OneFund LLC
Florida
$653K +$19.3K +296 +3%
EIP
2041
Ellis Investment Partners
Pennsylvania
$652K -$196 -3 -0%
HCM
2042
Hutchinson Capital Management
California
$652K -$29.4K -450 -4%
BBP
2043
Banco BTG Pactual
Brazil
$652K +$401K +6,149 +140%
HWA
2044
HHM Wealth Advisors
Tennessee
$651K +$85.7K +1,313 +14%
HPBT
2045
Hickory Point Bank & Trust
Illinois
$650K +$682K +10,448 New
ACM
2046
Ashford Capital Management
Delaware
$650K -$24.4K -374 -3%
TWPM
2047
Total Wealth Planning & Management
Florida
$649K +$680K +10,423 New
OW
2048
Olistico Wealth
Oklahoma
$649K -$1.11K -17 -0.2%
CIA
2049
Compass Ion Advisors
Pennsylvania
$648K +$23.2K +355 +4%
SFG
2050
Sather Financial Group
Texas
$648K -$82.9K -1,270 -11%
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