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Name Holding Trade Value Shares
Change 		Change in
Stake
MG
2026
Marex Group
$215K -$49.5K -512 -18%
FBFS
2027
First Business Financial Services
Wisconsin
$215K – – –
PHAM
2028
Palisades Hudson Asset Management
Florida
$215K – – –
CAM
2029
Cozad Asset Management
Illinois
$214K -$12.1K -125 -5%
LWL
2030
Leo Wealth LLC
Texas
$214K -$37.6K -389 -14%
GA
2031
Goldstein Advisors
Wisconsin
$214K +$8.22K +85 +4%
JFA
2032
JNBA Financial Advisors
Minnesota
$214K – – –
GFP
2033
Gryphon Financial Partners
Ohio
$213K -$50.5K -522 -18%
GWSG
2034
GPS Wealth Strategies Group
Colorado
$213K -$22K -227 -9%
JF
2035
JSF Financial
California
$212K +$225K +2,328 New
HA
2036
Helium Advisors
Washington
$212K +$225K +2,323 New
AFG
2037
Allegheny Financial Group
Pennsylvania
$211K -$26.7K -276 -11%
OFW
2038
Omnia Family Wealth
Florida
$211K -$16.4K -169 -7%
SWM
2039
Seed Wealth Management
Illinois
$211K – – –
FA
2040
Fermata Advisors
California
$211K -$97 -1 -0%
GWP
2041
Gen-Wealth Partners
Michigan
$210K +$5.51K +57 +3%
APW
2042
Axim Planning & Wealth
Ohio
$210K -$99.9K -1,033 -31%
CCM
2043
Cohen Capital Management
California
$210K – – –
LFP
2044
Lakeshore Financial Planning
Michigan
$209K +$387 +4 +0.2%
SRC
2045
Sage Rhino Capital
California
$209K -$1.94K -20 -0.9%
BCP
2046
Blue Chip Partners
Michigan
$209K -$8.71K -90 -4%
PSFG
2047
Park Square Financial Group
Georgia
$208K +$221K +2,283 New
SFG
2048
Sovereign Financial Group
Connecticut
$208K +$2.13K +22 +1%
NCM
2049
Next Capital Management
New York
$207K +$219K +2,268 New
SHGA
2050
Sand Hill Global Advisors
California
$207K – – –
80 81
82
83 84