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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2026
FFT Wealth Management
Pennsylvania
$1.16M – – –
SFA
2027
Souders Financial Advisors
Ohio
$1.16M +$198K +344 +20%
DFA
2028
Delta Financial Advisors
Louisiana
$1.15M +$1.16M +2,025 New
PWM
2029
Pines Wealth Management
North Carolina
$1.15M -$121K -210 -9%
FCFC
2030
First Commonwealth Financial Corp
Pennsylvania
$1.15M -$9.19K -16 -0.8%
RFP
2031
Root Financial Partners
California
$1.15M +$53.4K +93 +5%
FWA
2032
FSM Wealth Advisors
Ohio
$1.15M +$179K +311 +18%
GSEP
2033
Golden State Equity Partners
California
$1.14M +$14.9K +26 +1%
JTF
2034
J. Team Financial
Texas
$1.14M +$1.15M +2,006 New
FA
2035
Faithward Advisors
Pennsylvania
$1.14M -$97.1K -169 -8%
HAI
2036
Hennessy Advisors Inc
California
$1.14M -$402K -700 -26%
TNA
2037
True North Advisors
Texas
$1.14M +$259K +451 +29%
JIC
2038
Joel Isaacson & Co
New York
$1.14M +$28.7K +50 +3%
RPWA
2039
Regent Peak Wealth Advisors
Georgia
$1.13M +$1.14M +1,993 New
AFPL
2040
Advus Financial Partners, LLC
Florida
$1.13M -$31K -54 -3%
FMC
2041
First Merchants Corp
Indiana
$1.13M -$30.4K -53 -3%
AIM
2042
Advyzon Investment Management
Illinois
$1.13M -$80.4K -140 -7%
BB
2043
Berkshire Bank
Massachusetts
$1.13M -$196K -342 -15%
CFGW
2044
Chancellor Financial Group WB
Pennsylvania
$1.12M +$1.72K +3 +0.2%
CC
2045
Copperleaf Capital
North Carolina
$1.12M -$998K -1,738 -47%
WF
2046
Womack Financial
Texas
$1.12M – – –
PC
2047
Permanens Capital
New York
$1.12M +$1.13M +1,967 New
SAM
2048
Steinberg Asset Management
New York
$1.12M – – –
GHA
2049
Granite Harbor Advisors
Texas
$1.12M +$66.6K +116 +6%
SRC
2050
Shufro Rose & Co
New York
$1.12M – – –
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