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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2026
Focused Wealth Management
New York
$1.06M -$2.26K -20 -0.3%
KFS
2027
Kaizen Financial Strategies
California
$1.06M +$291K +2,570 +48%
PW
2028
Paladin Wealth
Minnesota
$1.06M -$78K -690 -8%
ASG
2029
Ariston Services Group
California
$1.06M -$33.9K -300 -4%
RIG
2030
RiverFront Investment Group
Virginia
$1.06M +$589K +5,210 +195%
ACA
2031
Ackerman Capital Advisors
Texas
$1.05M – – –
PS
2032
Planned Solutions
California
$1.05M +$124K +1,100 +16%
RP
2033
Rowlandmiller & Partners
Georgia
$1.05M -$17K -150 -2%
MCA
2034
Martin Capital Advisors
Texas
$1.05M – – –
SWIM
2035
Smallwood Wealth Investment Management
New Jersey
$1.05M +$14.7K +130 +2%
VWM
2036
Valley Wealth Managers
New Jersey
$1.05M -$43K -380 -5%
JPLA
2037
Joseph P. Lucia & Associates
New York
$1.05M +$424K +3,750 +92%
Q
2038
QVR
California
$1.05M +$884K +7,820 New
AG
2039
AmeriFlex Group
Nevada
$1.05M -$6.78K -60 -0.7%
MWM
2040
MGB Wealth Management
Texas
$1.05M +$99.5K +880 +13%
HWM
2041
Howard Wealth Management
Connecticut
$1.04M +$2.26K +20 +0.3%
SI
2042
Stonekeep Investments
New Mexico
$1.04M -$1.13K -10 -0.1%
BC
2043
BIT Capital
Germany
$1.04M +$661K +5,850 +303%
DE
2044
Diversified Enterprises
Delaware
$1.04M -$47.5K -420 -5%
NPT
2045
National Philanthropic Trust
Pennsylvania
$1.04M -$381K -3,370 -30%
SIA
2046
Strategic Investment Advisors
Michigan
$1.04M +$139K +1,230 +19%
LIP
2047
Lighthouse Investment Partners
Florida
$1.03M -$3.59M -31,780 -81%
TWA
2048
TCI Wealth Advisors
Arizona
$1.03M +$6.78K +60 +0.8%
FMTC
2049
Farmers & Merchants Trust Company
California
$1.02M +$99.5K +880 +13%
CAM
2050
Clark Asset Management
New Hampshire
$1.02M -$26K -230 -3%
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