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Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
2026
Bare Financial Services
Pennsylvania
$2.42K +$2.04K +34 New
FF
2027
Friedenthal Financial
New Jersey
$2.35K – – –
MBFW
2028
Morton Brown Family Wealth
Pennsylvania
$2.34K -$66.3K -1,104 -97%
EWA
2029
EQ Wealth Advisors
Texas
$2.34K – – –
PWM
2030
Parkworth Wealth Management
California
$2.23K +$1.26K +21 +210%
DWA
2031
Delos Wealth Advisors
Texas
$2.13K +$1.8K +30 New
RI
2032
Ridgewood Investments
New Jersey
$2.08K – – –
PS
2033
PayPay Securities
Japan
$2.06K -$4.5K -75 -72%
BMC
2034
Bear Mountain Capital
Washington
$2.03K – – –
FWM
2035
FSA Wealth Management
Massachusetts
$1.99K – – –
BHWM
2036
Bay Harbor Wealth Management
Maryland
$1.93K +$240 +4 +17%
PA
2037
Pineridge Advisors
Missouri
$1.87K – – –
MSWA
2038
Marshall & Sterling Wealth Advisors
New York
$1.71K -$5.22K -87 -78%
WA
2039
WestEnd Advisors
North Carolina
$1.63K -$60 -1 -4%
CCMI
2040
Creative Capital Management Investments
California
$1.56K +$1.32K +22 New
CM
2041
Capula Management
Cayman Islands
$1.42K -$36.1M -601,995 -100%
FW
2042
Fairway Wealth
Ohio
$1.42K – – –
PG
2043
Proffitt & Goodson
Tennessee
$1.42K – – –
SWIM
2044
Smallwood Wealth Investment Management
New Jersey
$1.42K – – –
GFL
2045
Granite FO LLC
New Hampshire
$1.21K – – –
TC
2046
Tacita Capital
Ontario, Canada
$1.07K – – –
BG
2047
Bollard Group
Massachusetts
$1K – – –
BA
2048
Bellwether Advisors
Nebraska
$995 – – –
TFM
2049
TFC Financial Management
Massachusetts
$853 -$2.1K -35 -74%
YP
2050
YANKCOM Partnership
South Dakota
$852 +$720 +12 New
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