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Name Holding Trade Value Shares
Change 		Change in
Stake
XWM
2026
Xcel Wealth Management
Florida
$201K +$180K +4,120 New
C
2027
Covestor
United Kingdom
$199K +$56.8K +1,300 +47%
CSWM
2028
Cassady Schiller Wealth Management
Ohio
$197K +$2.34M +53,630 +19,863%
A
2029
AJOVista
Massachusetts
$196K +$176K +4,030 New
CFD
2030
Creative Financial Designs
Indiana
$196K -$1.31K -30 -0.7%
CAL
2031
Capital Advisors Ltd
Ohio
$191K +$9.6K +220 +6%
FMB
2032
Field & Main Bank
Kentucky
$190K – – –
DIP
2033
DT Investment Partners
Pennsylvania
$190K – – –
DRS
2034
Deane Retirement Strategies
Louisiana
$189K -$881K -20,170 -84%
CWC
2035
Carolinas Wealth Consulting
North Carolina
$188K +$29.2K +670 +21%
MTIM
2036
Marathon Trading Investment Management
Pennsylvania
$186K -$1.3M -29,790 -89%
SC
2037
Solstein Capital
California
$185K – – –
CHA
2038
Carmichael Hill & Associates
Maryland
$184K -$18.3K -420 -10%
TIM
2039
Tortoise Investment Management
New York
$183K – – –
AJ
2040
Ashburton (Jersey)
Jersey
$183K – – –
PBK
2041
Peoples Bank (Kansas)
Kansas
$183K -$26.2K -600 -14%
WPA
2042
West Paces Advisors
Georgia
$181K +$4.8K +110 +3%
AWM
2043
Abound Wealth Management
Tennessee
$179K -$873 -20 -0.5%
SIM
2044
Studio Investment Management
Illinois
$175K -$2.18K -50 -1%
SMFG
2045
Sumitomo Mitsui Financial Group
Japan
$174K -$5.28M -121,060 -97%
RDFA
2046
Ritter Daniher Financial Advisory
Ohio
$173K -$22.3K -510 -13%
RA
2047
Rational Advisors
New York
$171K -$241K -5,520 -61%
BAM
2048
Bellevue Asset Management
Washington
$171K – – –
SN
2049
Sittner & Nelson
Oregon
$170K -$27.5K -630 -15%
BCM
2050
Birch Capital Management
Texas
$170K – – –
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