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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
2026
Sterling Financial Planning
New Jersey
$237K – – –
QAM
2027
QCI Asset Management
New York
$237K +$2.82K +12 +1%
TCM
2028
Triumph Capital Management
Colorado
$236K -$60K -255 -22%
HNW
2029
High Note Wealth
Minnesota
$236K – – –
SDWIA
2030
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$234K -$30.4K -129 -12%
TCM
2031
Tufton Capital Management
Maryland
$234K – – –
GWA
2032
GGM Wealth Advisors
Maryland
$234K +$162K +687 New
GAM
2033
Griffin Asset Management
New York
$234K +$213K +906 New
PCH
2034
PGIM Custom Harvest
New Jersey
$234K +$213K +906 New
LAM
2035
LifePro Asset Management
California
$233K -$706 -3 -0.3%
BHIA
2036
Birch Hill Investment Advisors
Massachusetts
$233K – – –
SFA
2037
Semmax Financial Advisors
North Carolina
$233K – – –
BAM
2038
Brave Asset Management
New Jersey
$233K +$706 +3 +0.3%
CWP
2039
Curated Wealth Partners
California
$233K +$213K +903 New
ECA
2040
Elevated Capital Advisors
Utah
$233K +$213K +903 New
OHIS
2041
Oak Harvest Investment Services
Texas
$233K +$213K +903 New
CWP
2042
Concord Wealth Partners
Virginia
$232K -$794K -3,375 -79%
AC
2043
AWM Capital
Arizona
$231K +$149K +633 New
RBFC
2044
Roman Butler Fullerton & Co
Missouri
$231K +$187K +795 New
BBA
2045
BLB&B Advisors
Pennsylvania
$230K – – –
CIA
2046
Compass Ion Advisors
Pennsylvania
$230K – – –
KL
2047
KWMG LLC
Kansas
$230K +$210K +891 New
SFP
2048
Sandbox Financial Partners
Maryland
$229K -$3.53K -15 -2%
AA
2049
AlphaMark Advisors
Kentucky
$228K – – –
KFP
2050
KB Financial Partners
New Jersey
$228K +$123K +522 +145%
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