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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2026
Avondale Wealth Management
Texas
$528K -$402K -1,200 -44%
APSP
2027
Asset Planning Services (Pennsylvania)
Pennsylvania
$528K
BC
2028
Belmont Capital
California
$528K
CCC
2029
Chelsea Counsel Company
California
$528K
GWM
2030
Gitterman Wealth Management
New Jersey
$528K
HFAS
2031
Hummer Financial Advisory Services
Illinois
$528K
MCM
2032
Marathon Capital Management
Maryland
$528K
PAMP
2033
Polar Asset Management Partners
Ontario, Canada
$528K +$503K +1,500 New
UMC
2034
United Maritime Capital
New York
$528K +$503K +1,500 New
ETIA
2035
Epic Trust Investment Advisors
Washington
$527K +$502K +1,497 New
BW
2036
Bison Wealth
Georgia
$526K -$174K -519 -26%
KFS
2037
Kaizen Financial Strategies
California
$526K +$501K +1,494 New
EWM
2038
Elite Wealth Management
Washington
$524K +$50.3K +150 +11%
NEWAS
2039
N.E.W. Advisory Services
Wisconsin
$523K +$13.1K +39 +3%
SCG
2040
Sonata Capital Group
Washington
$523K +$95.6K +285 +24%
ACM
2041
Anfield Capital Management
California
$521K +$34.2K +102 +7%
FMBTD
2042
First Midwest Bank Trust Division
Illinois
$520K +$142K +423 +40%
WFA
2043
Wellspring Financial Advisors
Ohio
$519K +$108K +321 +28%
VWM
2044
Vigilare Wealth Management
Arizona
$518K
WA
2045
Wealthstream Advisors
New York
$518K +$493K +1,470 New
CG
2046
CFO4Life Group
Texas
$517K -$89.5K -267 -15%
SP
2047
SWS Partners
Ohio
$516K
HTC
2048
Haverford Trust Company
Pennsylvania
$515K +$37.2K +111 +8%
CAM
2049
Crestone Asset Management
Colorado
$514K -$310K -924 -39%
LOPW
2050
Live Oak Private Wealth
North Carolina
$514K