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Name Holding Trade Value Shares
Change 		Change in
Stake
PW
2026
Pandora Wealth
Illinois
$279K +$86.3K +958 +39%
W
2027
WealthCollab
Washington
$279K -$1.89K -21 -0.6%
FG
2028
Foster Group
Iowa
$278K +$3.87K +43 +1%
TSMHT
2029
Thurston Springer Miller Herd & Titak
Indiana
$278K +$265K +2,948 +642%
KAS
2030
KPP Advisory Services
Kentucky
$278K +$12.6K +140 +4%
APW
2031
Aurora Private Wealth
New Jersey
$278K +$307K +3,408 New
MFFIA
2032
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$278K – – –
MCA
2033
Magnolia Capital Advisors
Mississippi
$277K +$305K +3,390 New
MAMU
2034
Myriad Asset Management US
Florida
$276K -$783K -8,699 -72%
CB
2035
Cadence Bank
Mississippi
$275K -$360K -4,000 -54%
SC
2036
Solstein Capital
California
$274K -$9.9K -110 -3%
ACI
2037
Alpha Cubed Investments
California
$274K +$6.21K +69 +2%
IFU
2038
iSAM Funds (UK)
United Kingdom
$274K +$302K +3,354 New
WAM
2039
Worth Asset Management
Texas
$274K +$4.41K +49 +1%
SWM
2040
SHP Wealth Management
Massachusetts
$273K +$301K +3,341 New
SHFP
2041
Second Half Financial Partners
Florida
$272K +$26.7K +297 +10%
A
2042
Argentarii
Ohio
$272K +$104K +1,160 +53%
BBA
2043
BLB&B Advisors
Pennsylvania
$272K -$2.25K -25 -0.7%
WC
2044
Wynn Capital
Georgia
$272K +$53.2K +591 +22%
TPWA
2045
Twin Peaks Wealth Advisors
California
$271K -$503K -5,586 -60%
ELM
2046
Elite Life Management
Florida
$271K +$326K +3,621 New
PA
2047
PFW Advisors
Georgia
$270K -$40.7K -452 -12%
BFA
2048
Beaumont Financial Advisors
Massachusetts
$270K -$29.6K -329 -9%
RFG
2049
Range Financial Group
Oregon
$270K +$43.5K +483 +17%
BWM
2050
BAM Wealth Management
Colorado
$270K +$15.1K +168 +5%
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