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Name Holding Trade Value Shares
Change 		Change in
Stake
PHWM
2026
Pine Harbor Wealth Management
Maryland
$496K -$210K -1,200 -32%
MCI
2027
MRP Capital Investments
Georgia
$495K -$10.5K -60 -2%
LF
2028
LifeSteps Financial
California
$495K +$34.3K +196 +8%
MWM
2029
MorganRosel Wealth Management
Colorado
$495K +$437K +2,500 New
CPC
2030
Consolidated Planning Corp
Georgia
$494K -$71.1K -407 -14%
CS
2031
Cannell & Spears
New York
$494K -$128K -730 -23%
GG
2032
Gleason Group
Kentucky
$493K – – –
LGA
2033
Lebenthal Global Advisors
New York
$492K -$31.1K -178 -7%
RCS
2034
Retirement Capital Strategies
California
$491K – – –
CFAM
2035
Center For Asset Management
Florida
$491K +$9.09K +52 +2%
EHC
2036
Everett Harris & Co
California
$491K – – –
CCM
2037
Check Capital Management
California
$490K – – –
FCG
2038
Financial Connections Group
California
$490K +$5.24K +30 +1%
MAWCM
2039
Mine & Arao Wealth Creation & Management
California
$490K +$85.5K +489 +25%
BFWM
2040
Bright Futures Wealth Management
New York
$488K +$11.2K +64 +3%
ATIA
2041
American Trust Investment Advisors
New Hampshire
$488K +$12.8K +73 +3%
PF
2042
Prosperitas Financial
California
$488K +$13.3K +76 +3%
MFGM
2043
Marshall Financial Group (Maryland)
Maryland
$486K -$1.3M -7,417 -75%
CTB
2044
Country Trust Bank
Illinois
$483K +$350 +2 +0.1%
BFO
2045
Biltmore Family Office
North Carolina
$482K +$28K +160 +7%
PAM
2046
Pegasus Asset Management
New York
$480K -$14.9K -85 -3%
PRS
2047
Pinkerton Retirement Specialists
Idaho
$479K +$11K +63 +3%
WA
2048
Wealthstream Advisors
New York
$478K +$17.3K +99 +4%
OC
2049
Opinicus Capital
Florida
$478K +$17K +97 +4%
BWM
2050
BCGM Wealth Management
Indiana
$477K -$10.5K -60 -2%
80 81
82
83 84