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Name Holding Trade Value Shares
Change
Change in
Stake
RFA
2026
Register Financial Advisors
Georgia
$52.8K – – –
SOAMC
2027
Spirit of America Management Corp
New York
$52.8K – – –
CA
2028
Continuum Advisory
Idaho
$52.1K +$4.09K +44 +7%
CB
2029
Chris Bulman
California
$50.6K +$62.4K +671 New
MFT
2030
Moisand Fitzgerald Tamayo
Florida
$50.3K +$2.79K +30 +5%
SC
2031
Stephens Consulting
Michigan
$48.2K – – –
DF
2032
DecisionPoint Financial
Arizona
$47.9K – – –
FP
2033
Financial Perspectives
Minnesota
$47.5K +$93 +1 +0.2%
NIMI
2034
Natixis Investment Managers International
France
$47.5K – – –
HDIM
2035
Hanson & Doremus Investment Management
Vermont
$47K -$9.66K -104 -14%
HBW
2036
Hazlett, Burt & Watson
West Virginia
$47K – – –
LIA
2037
Lynx Investment Advisory
District of Columbia
$46.7K +$57.5K +619 New
BCMLT
2038
Beacon Capital Management LLC (Tennessee)
Tennessee
$46.4K +$1.11K +12 +2%
JGIA
2039
Jackson Grant Investment Advisers
Connecticut
$45.7K – – –
MWA
2040
MFA Wealth Advisors
Pennsylvania
$45.6K +$56.2K +605 New
WFA
2041
West Financial Advisors
Iowa
$45.2K – – –
RTL
2042
Red Tortoise LLC
Georgia
$44.9K – – –
CIA
2043
Cape Investment Advisory
Georgia
$44.8K – – –
TWP
2044
Triad Wealth Partners
Kansas
$44.1K +$54.4K +585 New
EI
2045
Ecofi Investissements
France
$43.8K +$60.4K +650 New
EPW
2046
Evergreen Private Wealth
Colorado
$43.6K – – –
Optiver Holding
2047
Optiver Holding
Netherlands
$43.3K -$8.19M -88,176 -99%
AWM
2048
Abound Wealth Management
Tennessee
$42.9K -$23.2K -250 -31%
Loomis, Sayles & Company
2049
Loomis, Sayles & Company
Massachusetts
$41K -$184M -1,981,816 -100%
RFG
2050
RFP Financial Group
Georgia
$40.8K – – –