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Name Holding Trade Value Shares
Change 		Change in
Stake
IUHSA
2026
Itau Unibanco Holding S.A.
Brazil
$1.78K -$485K -7,440 -100%
AIS
2027
Advocate Investing Services
Maryland
$1.78K +$1.82K +28 New
EPG
2028
Estate Planners Group
Pennsylvania
$1.78K +$1.82K +28 New
NI
2029
NCP Inc
California
$1.71K -$196K -3,010 -99%
SVCP
2030
Silicon Valley Capital Partners
California
$1.6K – – –
AG
2031
AmeriFlex Group
Nevada
$1.59K +$978 +15 +150%
DCM
2032
Davis Capital Management
Florida
$1.47K +$65 +1 +5%
BFS
2033
Bare Financial Services
Pennsylvania
$1.4K -$4.43K -68 -76%
QWM
2034
Quaker Wealth Management
New Jersey
$1.34K -$1.43K -22 -51%
PG
2035
Proffitt & Goodson
Tennessee
$1.27K – – –
SWIM
2036
Smallwood Wealth Investment Management
New Jersey
$1.27K – – –
KFG
2037
Kingdom Financial Group
Arizona
$1.19K +$1.24K +19 New
GFL
2038
Granite FO LLC
New Hampshire
$1.08K – – –
MS
2039
Monetary Solutions
Ohio
$1.02K +$1.04K +16 New
MIFH
2040
Migdal Insurance & Financial Holdings
Israel
$1K – – –
BG
2041
Bollard Group
Massachusetts
$1K +$65 +1 +5%
CT
2042
Clearstead Trust
Maine
$956 -$43.3K -664 -98%
SC
2043
Solstein Capital
California
$892 -$5.67K -87 -86%
UCB
2044
United Community Bank
South Carolina
$892 – – –
WA
2045
WestEnd Advisors
North Carolina
$765 -$782 -12 -50%
NA
2046
Networth Advisors
Pennsylvania
$765 +$782 +12 New
WA
2047
Whipplewood Advisors
Colorado
$765 +$782 +12 New
BCM
2048
Blume Capital Management
California
$638 – – –
CAIM
2049
Catherine Avery Investment Management
Florida
$637 -$3.52K -54 -84%
EP
2050
Essential Partners
California
$637 – – –
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