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Name Holding Trade Value Shares
Change 		Change in
Stake
GTAM
2026
Global Trust Asset Management
Florida
$193K – – –
RWM
2027
Raffa Wealth Management
District of Columbia
$190K – – –
NFSG
2028
Newbridge Financial Services Group
Florida
$190K +$12K +126 +8%
VCM
2029
Versant Capital Management
Arizona
$188K -$764 -8 -0.5%
MAM
2030
McCarthy Asset Management
California
$188K +$168K +1,760 New
WDL
2031
Well Done LLC
Michigan
$185K +$165K +1,733 New
MSFP
2032
Mark Sheptoff Financial Planning
Connecticut
$183K +$19.1K +200 +13%
CFD
2033
Creative Financial Designs
Indiana
$177K +$8.02K +84 +5%
WA
2034
Wealth Advisors
California
$174K +$286 +3 +0.2%
HWA
2035
HHM Wealth Advisors
Tennessee
$173K – – –
SCM
2036
Silvant Capital Management
Georgia
$172K – – –
LIA
2037
Luken Investment Analytics
Tennessee
$171K +$153K +1,600 New
CHC
2038
City Holding Co
West Virginia
$163K +$19.1K +200 +15%
RCA
2039
Ranch Capital Advisors
Florida
$163K +$33.4K +350 +30%
BSSFA
2040
Baron Silver Stevens Financial Advisors
Florida
$163K +$146K +1,525 New
MLFP
2041
MPS Loria Financial Planners
Illinois
$154K +$50.6K +530 +55%
MWA
2042
Moser Wealth Advisors
Washington
$150K -$19.1K -200 -13%
PS
2043
Planned Solutions
California
$147K – – –
BEI
2044
Benjamin Edwards Inc
Missouri
$146K +$13.9K +146 +12%
ST
2045
Sageworth Trust
Pennsylvania
$139K +$100K +1,047 +419%
ETC
2046
Exchange Traded Concepts
Oklahoma
$138K +$123K +1,291 New
AJ
2047
Ashburton (Jersey)
Jersey
$135K -$270K -2,826 -69%
SIS
2048
Sound Income Strategies
Florida
$133K +$2.58K +27 +2%
RWA
2049
Ropes Wealth Advisors
Massachusetts
$133K +$48.9K +512 +70%
CCA
2050
Childress Capital Advisors
Texas
$131K +$117K +1,221 New
80 81
82
83 84