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Name Holding Trade Value Shares
Change 		Change in
Stake
DW30
2026
Drucker Wealth 3.0
New Jersey
$5.24M -$888K -1,437 -17%
NHC
2027
Nicholas Hoffman & Company
Georgia
$5.24M +$310K +501 +8%
LJAC
2028
L.J. Altfest & Co
New York
$5.23M +$77.9K +126 +2%
RSWM
2029
Robertson Stephens Wealth Management
California
$5.23M -$237K -384 -5%
CCM
2030
Chickasaw Capital Management
Tennessee
$5.23M +$474K +767 +12%
CT
2031
Caldwell Trust
Florida
$5.23M +$488K +789 +13%
SWA
2032
Strategies Wealth Advisors
Michigan
$5.22M +$160K +259 +4%
AWCI
2033
Alpine Woods Capital Investors
New York
$5.21M -$115K -186 -3%
SA
2034
Strategic Advocates
Utah
$5.2M +$104K +168 +2%
FAIM
2035
Financial Advocates Investment Management
Washington
$5.2M -$2.02M -3,268 -32%
SFG
2036
Synergy Financial Group
California
$5.2M +$224K +363 +5%
LGA
2037
Lebenthal Global Advisors
New York
$5.2M +$425K +687 +11%
GHA
2038
Granite Harbor Advisors
Texas
$5.18M +$1.24K +2 +0%
ITFISA
2039
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$5.17M +$2.15M +3,474 +98%
FI
2040
Fosun International
China
$5.17M +$433K +700 New
KM
2041
KP Management
Minnesota
$5.17M -$5.56M -9,000 -56%
P8IP
2042
Pier 88 Investment Partners
California
$5.17M +$4.33M +7,000 New
FBT
2043
First Bankers Trust
Kentucky
$5.16M +$124K +200 +3%
IP
2044
Interval Partners
New York
$5.14M +$4.3M +6,964 New
USWG
2045
U.S. Wealth Group
New York
$5.12M +$58.1K +94 +1%
DWM
2046
Destination Wealth Management
California
$5.12M -$116K -187 -3%
AA
2047
Armis Advisers
Georgia
$5.12M +$1.67M +2,702 +62%
CF
2048
Convergence Financial
Missouri
$5.11M +$300K +486 +8%
SC
2049
Sawyer & Company
Massachusetts
$5.11M -$50.7K -82 -0.9%
PFBT
2050
Parkside Financial Bank & Trust
Missouri
$5.11M +$281K +454 +7%
80 81
82
83 84