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Name Holding Trade Value Shares
Change
Change in
Stake
MAWCM
2026
Mine & Arao Wealth Creation & Management
California
$142K
TC
2027
Trust Company
Kansas
$142K +$4.77K +36 +4%
CM
2028
Capula Management
Cayman Islands
$140K +$131K +990 New
TFM
2029
TFC Financial Management
Massachusetts
$139K -$25.4K -192 -16%
NR
2030
Newfound Research
Massachusetts
$136K +$93.4K +705 +275%
Jones Financial Companies
2031
Jones Financial Companies
Missouri
$134K +$126K +948 New
FWM
2032
Focused Wealth Management
New York
$132K +$132 +1 +0.1%
ACM
2033
AUA Capital Management
Pennsylvania
$130K
BEI
2034
Benjamin Edwards Inc
Missouri
$127K +$16.7K +126 +16%
WAM
2035
Wolverine Asset Management
Illinois
$126K -$397 -3 -0.3%
PFO
2036
Pathstone Family Office
New Jersey
$126K +$55.6K +420 +90%
FP
2037
Financial Perspectives
Minnesota
$123K +$132 +1 +0.1%
CIA
2038
Cascade Investment Advisors
Oregon
$120K
DAM
2039
Delta Asset Management
Tennessee
$117K +$6.36K +48 +6%
LF
2040
Lee Financial
Texas
$113K
PCC
2041
Park Circle Company
Maryland
$113K
TWA
2042
TCI Wealth Advisors
Arizona
$112K -$265 -2 -0.3%
NFSG
2043
Newbridge Financial Services Group
Florida
$110K -$1.59K -12 -2%
CMBA
2044
C.M. Bidwell & Associates
Hawaii
$109K -$4.24K -32 -4%
FMP
2045
Financial Management Professionals
Texas
$109K +$4.11K +31 +4%
SLF
2046
Sun Life Financial
Ontario, Canada
$105K +$7.95K +60 +9%
EWM
2047
Edge Wealth Management
New York
$100K -$27.2K -205 -22%
VCG
2048
Vantage Consulting Group
Virginia
$98K +$92.2K +696 New
CFD
2049
Creative Financial Designs
Indiana
$97K
EWM
2050
Endurance Wealth Management
Rhode Island
$97K