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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2026
Peterson Wealth Management
Nevada
$7.64M +$857K +7,254 +13%
CAM
2027
Carret Asset Management
New York
$7.61M +$1.06M +8,981 +17%
OC
2028
Oarsman Capital
Wisconsin
$7.6M -$585K -4,951 -7%
V
2029
ViaWealth
Kansas
$7.57M +$138K +1,171 +2%
ACM
2030
Arlington Capital Management
Illinois
$7.57M +$179K +1,512 +2%
IWP
2031
Innova Wealth Partners
Pennsylvania
$7.57M +$6.85M +57,974 +1,335%
RZH
2032
Relyea Zuckerberg Hanson
Connecticut
$7.56M +$251K +2,122 +4%
SGAM
2033
Smith Group Asset Management
Texas
$7.55M +$1.38M +11,670 +23%
LIP
2034
Lighthouse Investment Partners
Florida
$7.53M +$5.99M +50,694 +447%
MUAMU
2035
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$7.53M +$2.13M +18,000 +41%
UBG
2036
United Bank (Georgia)
Georgia
$7.53M -$1.75M -14,844 -19%
BWM
2037
Blossom Wealth Management
California
$7.51M +$13.3K +113 +0.2%
HH
2038
HWG Holdings
Texas
$7.51M -$4.32M -36,543 -37%
KWS
2039
Keystone Wealth Services
California
$7.5M +$4.39M +37,125 +151%
YDMI
2040
Y.D. More Investments
Israel
$7.48M -$3.94M -33,385 -35%
PF
2041
Prosperitas Financial
California
$7.47M +$204K +1,723 +3%
WMA
2042
West Michigan Advisors
Michigan
$7.47M -$425K -3,594 -6%
KFS
2043
Kaizen Financial Strategies
California
$7.46M -$144K -1,222 -2%
JGC
2044
J. Goldman & Co
New York
$7.45M -$9.92M -83,958 -58%
BIMC
2045
Benson Investment Management Company
Virginia
$7.44M +$4.13K +35 +0.1%
CSA
2046
Cottage Street Advisors
Massachusetts
$7.41M +$88.2K +747 +1%
TFGT
2047
TS Financial Group (TSFG)
Illinois
$7.41M +$43.2K +366 +0.6%
LWA
2048
Lineweaver Wealth Advisors
Ohio
$7.39M +$657K +5,563 +10%
MWM
2049
Modern Wealth Management
Kansas
$7.39M +$545K +4,613 +8%
FA
2050
Fountainhead AM
New Jersey
$7.38M +$680K +5,759 +10%
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