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Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
2026
TFC Financial Management
Massachusetts
$2.37K +$1.64K +22 +183%
FF
2027
Friedenthal Financial
New Jersey
$2.3K – – –
LWMI
2028
Legacy Wealth Management (Idaho)
Idaho
$2.24K -$447 -6 -16%
MS
2029
Mizuho Securities
Japan
$2.09K +$2.24K +30 New
FWM
2030
FSA Wealth Management
Massachusetts
$1.95K – – –
BMC
2031
Bear Mountain Capital
Washington
$1.91K – – –
PA
2032
Pineridge Advisors
Missouri
$1.84K – – –
SVCP
2033
Silicon Valley Capital Partners
California
$1.75K -$69.2K -928 -97%
WA
2034
WestEnd Advisors
North Carolina
$1.67K +$75 +1 +4%
MSWA
2035
Marshall & Sterling Wealth Advisors
New York
$1.67K – – –
HIA
2036
HFM Investment Advisors
New Jersey
$1.6K +$894 +12 +109%
DCM
2037
Davis Capital Management
Florida
$1.53K +$1.64K +22 New
PG
2038
Proffitt & Goodson
Tennessee
$1.4K – – –
SWIM
2039
Smallwood Wealth Investment Management
New Jersey
$1.39K – – –
STB
2040
S&T Bank
Pennsylvania
$1.19K -$3.73K -50 -75%
GFL
2041
Granite FO LLC
New Hampshire
$1.19K – – –
MIFH
2042
Migdal Insurance & Financial Holdings
Israel
$1K -$16.8M -225,002 -100%
BG
2043
Bollard Group
Massachusetts
$1K – – –
UCB
2044
United Community Bank
South Carolina
$976 +$1.04K +14 New
SIS
2045
Strategic Investment Solutions
Illinois
$781 – – –
BCM
2046
Blume Capital Management
California
$698 – – –
AG
2047
AmeriFlex Group
Nevada
$697 -$4.62K -62 -86%
EP
2048
Essential Partners
California
$697 +$745 +10 New
VWM
2049
Vermillion Wealth Management
Minnesota
$667 – – –
CW
2050
Curio Wealth
Maryland
$628 +$522 +7 +350%
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