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Name Holding Trade Value Shares
Change 		Change in
Stake
FPF
2026
First Pacific Financial
Washington
$148K -$2.03K -10 -1%
EBA
2027
Eagle Bay Advisors
New York
$147K -$54.7K -270 -28%
LWANC
2028
Laurel Wealth Advisors (North Carolina)
North Carolina
$147K – – –
AT
2029
Avalon Trust
New Mexico
$141K +$57.7K +285 +75%
AF
2030
Advisornet Financial
Minnesota
$137K +$33.4K +165 +34%
A
2031
AlphaQuest
New York
$131K +$126K +620 New
BCWM
2032
Bartlett & Co Wealth Management
Ohio
$130K – – –
BWM
2033
Bernard Wealth Management
Michigan
$122K +$116K +575 New
DAM
2034
Delta Asset Management
Tennessee
$121K – – –
RCA
2035
Runnymede Capital Advisors
Ohio
$121K +$115K +570 New
AT
2036
Arlington Trust
Alabama
$118K +$8.1K +40 +8%
SWC
2037
Spectrum Wealth Counsel
Indiana
$117K – – –
GC
2038
Garde Capital
Washington
$113K +$108K +535 New
SAM
2039
S.A. Mason
Michigan
$110K +$105K +520 New
VWM
2040
Vermillion Wealth Management
Minnesota
$109K +$104K +515 New
MWA
2041
Medallion Wealth Advisors
Connecticut
$108K +$108K +535 New
AFM
2042
Aspetuck Financial Management
Connecticut
$106K +$101K +500 New
PD
2043
Point72 (DIFC)
United Arab Emirates
$106K +$101K +500 New
AG
2044
AmeriFlex Group
Nevada
$105K +$104K +515 New
FNWA
2045
Financial Network Wealth Advisors
Utah
$104K -$131K -645 -57%
CAL
2046
Capital Advisors Ltd
Ohio
$102K +$2.03K +10 +2%
MAM
2047
Meeder Asset Management
Ohio
$102K -$25.3K -125 -21%
BAM
2048
Byrne Asset Management
New Jersey
$101K – – –
BHWM
2049
Bay Harbor Wealth Management
Maryland
$101K +$1.01K +5 +1%
FFO
2050
Fortitude Family Office
Arizona
$101K +$15.2K +75 +19%
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