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Name Holding Trade Value Shares
Change 		Change in
Stake
MBFW
2026
Morton Brown Family Wealth
Pennsylvania
$2.34K -$66.3K -1,104 -97%
EWA
2027
EQ Wealth Advisors
Texas
$2.34K – – –
PWM
2028
Parkworth Wealth Management
California
$2.23K +$1.26K +21 +210%
DWA
2029
Delos Wealth Advisors
Texas
$2.13K +$1.8K +30 New
RI
2030
Ridgewood Investments
New Jersey
$2.08K – – –
PS
2031
PayPay Securities
Japan
$2.06K -$4.5K -75 -72%
BMC
2032
Bear Mountain Capital
Washington
$2.03K – – –
FWM
2033
FSA Wealth Management
Massachusetts
$1.99K – – –
BHWM
2034
Bay Harbor Wealth Management
Maryland
$1.93K +$240 +4 +17%
PA
2035
Pineridge Advisors
Missouri
$1.87K – – –
MSWA
2036
Marshall & Sterling Wealth Advisors
New York
$1.71K -$5.22K -87 -78%
WA
2037
WestEnd Advisors
North Carolina
$1.63K -$60 -1 -4%
CCMI
2038
Creative Capital Management Investments
California
$1.56K +$1.32K +22 New
CM
2039
Capula Management
Cayman Islands
$1.42K -$36.1M -601,995 -100%
FW
2040
Fairway Wealth
Ohio
$1.42K – – –
PG
2041
Proffitt & Goodson
Tennessee
$1.42K – – –
SWIM
2042
Smallwood Wealth Investment Management
New Jersey
$1.42K – – –
GFL
2043
Granite FO LLC
New Hampshire
$1.21K – – –
TC
2044
Tacita Capital
Ontario, Canada
$1.07K – – –
BG
2045
Bollard Group
Massachusetts
$1K – – –
BA
2046
Bellwether Advisors
Nebraska
$995 – – –
TFM
2047
TFC Financial Management
Massachusetts
$853 -$2.1K -35 -74%
YP
2048
YANKCOM Partnership
South Dakota
$852 +$720 +12 New
SIS
2049
Strategic Investment Solutions
Illinois
$792 -$12.8K -213 -95%
HIA
2050
HFM Investment Advisors
New Jersey
$781 +$120 +2 +22%
80 81
82
83 84