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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
2026
Redhawk Wealth Advisors
Minnesota
$204K +$720 +7 +0.3%
Mount Yale Investment Advisors
2027
Mount Yale Investment Advisors
Colorado
$204K -$113K -1,096 -34%
EGA
2028
E&G Advisors
Texas
$204K -$12K -117 -5%
GFWA
2029
Grey Fox Wealth Advisors
Delaware
$204K – – –
SEEDPG
2030
S.E.E.D. Planning Group
New York
$203K +$219K +2,128 New
BFO
2031
Biltmore Family Office
North Carolina
$203K +$2.78K +27 +1%
AFP
2032
Ausdal Financial Partners
Iowa
$203K +$219K +2,125 New
OFS
2033
OneAscent Financial Services
Alabama
$203K +$217K +2,114 New
TCM
2034
Traynor Capital Management
Pennsylvania
$202K -$64.9K -631 -23%
BAM
2035
BOS Asset Management
Illinois
$202K -$30.8K -299 -12%
EFG
2036
Everhart Financial Group
Ohio
$202K -$96.5K -938 -31%
PSF
2037
Pacific Sun Financial
California
$202K +$4.11K +40 +2%
WW
2038
Westshore Wealth
California
$202K – – –
1W
2039
1776 Wealth
Georgia
$202K – – –
MW
2040
MBL Wealth
North Carolina
$201K -$11.3K -110 -5%
BFIM
2041
Beese Fulmer Investment Management
Ohio
$201K -$6.58K -64 -3%
EDRIA
2042
Edmonds Duncan Registered Investment Advisors
Kansas
$201K – – –
GC
2043
GFG Capital
Florida
$200K -$2.57K -25 -1%
VCM
2044
Versant Capital Management
Arizona
$195K +$4.42K +43 +2%
HCP
2045
Hexagon Capital Partners
Arkansas
$195K +$28.1K +273 +15%
PP
2046
PrairieView Partners
Minnesota
$193K – – –
Castleark Management
2047
Castleark Management
Illinois
$191K -$47.1M -458,080 -100%
LOAMU
2048
Lombard Odier Asset Management (USA)
New York
$191K +$206K +2,000 New
CF
2049
Centaurus Financial
California
$188K +$9.26K +90 +5%
HFM
2050
Hartford Financial Management
Connecticut
$186K – – –