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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2026
Milestone Asset Management
Pennsylvania
$251K +$256K +2,748 New
SW
2027
StrongBox Wealth
Missouri
$251K -$30.9K -332 -11%
JC
2028
JB Capital
Connecticut
$251K -$10.8K -116 -4%
JWA
2029
JFS Wealth Advisors
Pennsylvania
$250K -$24.3K -261 -9%
MFA
2030
Mayflower Financial Advisors
Massachusetts
$250K -$14K -150 -5%
PWA
2031
Physician Wealth Advisors
Utah
$249K -$3.35K -36 -1%
THWM
2032
Taylor Hoffman Wealth Management
Virginia
$249K – – –
BHC
2033
Bowen Hanes & Co
Florida
$249K – – –
IA
2034
Insight Advisors
Pennsylvania
$248K – – –
RFS
2035
Richardson Financial Services
Massachusetts
$248K +$37.7K +405 +18%
FEM
2036
Fulcrum Equity Management
Texas
$248K +$252K +2,709 New
SHGA
2037
Sand Hill Global Advisors
California
$248K -$172K -1,851 -41%
BWP
2038
Balboa Wealth Partners
Arizona
$247K -$12.8K -138 -5%
FF
2039
Francis Financial
$247K +$44.3K +476 +21%
TW
2040
TrinityPoint Wealth
Connecticut
$247K +$28.3K +304 +13%
SAF
2041
Smith Anglin Financial
Texas
$246K +$4.28K +46 +2%
SCA
2042
Stuart Chaussee & Associates
California
$245K – – –
BGAI
2043
Bruce G. Allen Investments
Colorado
$245K -$93 -1 -0%
WWP
2044
Walden Wealth Partners
Ohio
$245K – – –
RWM
2045
Rockline Wealth Management
New York
$245K -$31.3K -337 -11%
FFG
2046
Frisch Financial Group
New York
$244K -$61.2K -658 -20%
FCA
2047
FinTrust Capital Advisors
South Carolina
$244K -$34K -365 -12%
LGWM
2048
Litman Gregory Wealth Management
California
$244K +$248K +2,667 New
JFA
2049
JNBA Financial Advisors
Minnesota
$243K – – –
LCM
2050
Liberty Capital Management
Michigan
$243K – – –
80 81
82
83 84