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Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
2026
Sage Private Wealth Group
Illinois
$91K +$10.2K +160 +12%
EWM
2027
Elmwood Wealth Management
California
$90K +$95.8K +1,500 New
AWM
2028
Activest Wealth Management
Florida
$89K -$39K -610 -29%
PG
2029
Proffitt & Goodson
Tennessee
$89K – – –
MCM
2030
MV Capital Management
Maryland
$87K +$15.3K +240 +20%
RIM
2031
Rockbridge Investment Management
New York
$85K +$7.67K +120 +9%
AW
2032
Avion Wealth
Texas
$84K – – –
M1FG
2033
Mach-1 Financial Group
Arkansas
$84K +$89.4K +1,400 New
TC
2034
Truvestments Capital
Florida
$81K – – –
MTCM
2035
Mint Tower Capital Management
Netherlands
$80K +$84.3K +1,320 New
CC
2036
Corsicana & Co
Texas
$78K – – –
AFIA
2037
America First Investment Advisors
Nebraska
$77K – – –
IFAM
2038
Institutional & Family Asset Management
Colorado
$77K +$10.9K +170 +15%
SWM
2039
Sugarloaf Wealth Management
Georgia
$76K +$34.5K +540 +74%
ICM
2040
Islay Capital Management
Texas
$75K – – –
DWA
2041
Delos Wealth Advisors
Texas
$75K +$6.39K +100 +9%
TIM
2042
Tortoise Investment Management
New York
$72K – – –
PPWM
2043
PFG Private Wealth Management
Florida
$72K +$74.8K +1,170 +5,850%
RA
2044
Rise Advisors
New York
$69.3K +$73.5K +1,150 New
HCP
2045
Hexagon Capital Partners
Arkansas
$69K -$639 -10 -0.9%
MS
2046
Mizuho Securities
Japan
$65K -$894K -13,990 -93%
EL
2047
EMFO LLC
Florida
$65K – – –
SAM
2048
Sycomore Asset Management
France
$64K -$5.75M -90,000 -99%
GFPC
2049
Global Financial Private Client
Florida
$63.9K – – –
TF
2050
Tompkins Financial
New York
$63K -$12.8K -200 -16%
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82
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