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Name Holding Trade Value Shares
Change 		Change in
Stake
MS
2026
Mizuho Securities
Japan
$2.09K +$2.24K +30 New
FWM
2027
FSA Wealth Management
Massachusetts
$1.95K – – –
BMC
2028
Bear Mountain Capital
Washington
$1.91K – – –
PA
2029
Pineridge Advisors
Missouri
$1.84K – – –
SVCP
2030
Silicon Valley Capital Partners
California
$1.75K -$69.2K -928 -97%
WA
2031
WestEnd Advisors
North Carolina
$1.67K +$75 +1 +4%
MSWA
2032
Marshall & Sterling Wealth Advisors
New York
$1.67K – – –
HIA
2033
HFM Investment Advisors
New Jersey
$1.6K +$894 +12 +109%
DCM
2034
Davis Capital Management
Florida
$1.53K +$1.64K +22 New
PG
2035
Proffitt & Goodson
Tennessee
$1.4K – – –
SWIM
2036
Smallwood Wealth Investment Management
New Jersey
$1.39K – – –
STB
2037
S&T Bank
Pennsylvania
$1.19K -$3.73K -50 -75%
GFL
2038
Granite FO LLC
New Hampshire
$1.19K – – –
MIFH
2039
Migdal Insurance & Financial Holdings
Israel
$1K -$16.8M -225,002 -100%
BG
2040
Bollard Group
Massachusetts
$1K – – –
UCB
2041
United Community Bank
South Carolina
$976 +$1.04K +14 New
SIS
2042
Strategic Investment Solutions
Illinois
$781 – – –
BCM
2043
Blume Capital Management
California
$698 – – –
AG
2044
AmeriFlex Group
Nevada
$697 -$4.62K -62 -86%
EP
2045
Essential Partners
California
$697 +$745 +10 New
VWM
2046
Vermillion Wealth Management
Minnesota
$667 – – –
CW
2047
Curio Wealth
Maryland
$628 +$522 +7 +350%
EFMH
2048
E Fund Management (HK)
Hong Kong
$558 +$596 +8 New
PMIM
2049
Prudent Man Investment Management
Colorado
$530 – – –
OA
2050
Operose Advisors
Wisconsin
$519 – – –
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