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Name Holding Trade Value Shares
Change
Change in
Stake
GFWA
2026
Grey Fox Wealth Advisors
Delaware
$204K
SEEDPG
2027
S.E.E.D. Planning Group
New York
$203K +$219K +2,128 New
BFO
2028
Biltmore Family Office
North Carolina
$203K +$2.78K +27 +1%
AFP
2029
Ausdal Financial Partners
Iowa
$203K +$219K +2,125 New
OFS
2030
OneAscent Financial Services
Alabama
$203K +$217K +2,114 New
TCM
2031
Traynor Capital Management
Pennsylvania
$202K -$64.9K -631 -23%
BAM
2032
BOS Asset Management
Illinois
$202K -$30.8K -299 -12%
EFG
2033
Everhart Financial Group
Ohio
$202K -$96.5K -938 -31%
PSF
2034
Pacific Sun Financial
California
$202K +$4.11K +40 +2%
WW
2035
Westshore Wealth
California
$202K
1W
2036
1776 Wealth
Georgia
$202K
MW
2037
MBL Wealth
North Carolina
$201K -$11.3K -110 -5%
BFIM
2038
Beese Fulmer Investment Management
Ohio
$201K -$6.58K -64 -3%
EDRIA
2039
Edmonds Duncan Registered Investment Advisors
Kansas
$201K
GC
2040
GFG Capital
Florida
$200K -$2.57K -25 -1%
VCM
2041
Versant Capital Management
Arizona
$195K +$4.42K +43 +2%
HCP
2042
Hexagon Capital Partners
Arkansas
$195K +$28.1K +273 +15%
PP
2043
PrairieView Partners
Minnesota
$193K
CM
2044
Castleark Management
Illinois
$191K -$47.1M -458,080 -100%
LOAMU
2045
Lombard Odier Asset Management (USA)
New York
$191K +$206K +2,000 New
CF
2046
Centaurus Financial
California
$188K +$9.26K +90 +5%
HFM
2047
Hartford Financial Management
Connecticut
$186K
MHR
2048
Matthew Hamilton Rosenberg
$182K +$5.66K +55 +3%
SOS
2049
Silver Oak Securities
Tennessee
$179K -$63.3K -615 -25%
Cohen & Steers
2050
Cohen & Steers
New York
$178K -$159K -1,544 -45%