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Name Holding Trade Value Shares
Change 		Change in
Stake
MWAM
2026
Manhattan West Asset Management
California
$1.5M +$1.22M +5,618 +488%
AF
2027
Advisornet Financial
Minnesota
$1.5M +$73.3K +339 +5%
XT
2028
XTX Topco
Cayman Islands
$1.5M +$1.46M +6,746 New
DBIA
2029
Dumont & Blake Investment Advisors
New Jersey
$1.49M -$10.6K -49 -0.7%
LFA
2030
Legacy Financial Advisors
Kentucky
$1.48M +$203K +938 +16%
EWM
2031
Executive Wealth Management
Michigan
$1.48M -$7.35K -34 -0.5%
CAM
2032
Covenant Asset Management
New Jersey
$1.48M – – –
AIA
2033
Alera Investment Advisors
Illinois
$1.48M +$1.21M +5,595 +532%
FWM
2034
Finer Wealth Management
Massachusetts
$1.47M +$20.8K +96 +1%
DCM
2035
Davidson Capital Management
Texas
$1.47M +$134K +618 +10%
RFA
2036
Resurgent Financial Advisors
Georgia
$1.47M +$387K +1,791 +37%
GAM
2037
Grandview Asset Management
Pennsylvania
$1.47M +$20.3K +94 +1%
WHC
2038
Wulff, Hansen & Co
California
$1.47M +$483K +2,235 +51%
WCF
2039
West Coast Financial
California
$1.46M +$12.8K +59 +0.9%
SFP
2040
Sweet Financial Partners
Minnesota
$1.46M +$639K +2,956 +81%
SAI
2041
Systematic Alpha Investments
New Jersey
$1.46M – – –
SW
2042
SteelPeak Wealth
California
$1.46M -$3.39M -15,683 -70%
FIM
2043
Freedom Investment Management
Connecticut
$1.46M -$1.1M -5,065 -44%
CCM
2044
Cribstone Capital Management
Maine
$1.45M +$114K +525 +9%
SSW
2045
Stone Summit Wealth
Florida
$1.45M +$419K +1,935 +43%
BSA
2046
Braun Stacey Associates
New York
$1.45M +$43.3K +200 +3%
PIM
2047
Profit Investment Management
Maryland
$1.44M -$93.2K -431 -6%
KLCM
2048
KG&L Capital Management
Louisiana
$1.44M -$238K -1,101 -14%
SC
2049
Siena Capital
Ohio
$1.44M +$246K +1,136 +21%
SWA
2050
Sutton Wealth Advisors
Florida
$1.44M +$11K +51 +0.8%
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