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Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
2026
Romano Brothers & Co
Illinois
$1.75M +$269K +1,121 +17%
CCG
2027
Chatham Capital Group
Georgia
$1.75M +$3.61K +15 +0.2%
AFG
2028
Alterity Financial Group
Maine
$1.75M -$7.69K -32 -0.4%
BFA
2029
Beacon Financial Advisory
Ohio
$1.74M +$410K +1,707 +29%
SAM
2030
Secure Asset Management
Michigan
$1.74M +$126K +526 +7%
SCM
2031
Spreng Capital Management
Ohio
$1.73M +$19.2K +80 +1%
PFWA
2032
Paces Ferry Wealth Advisors
Georgia
$1.73M -$12.7K -53 -0.7%
SPWM
2033
Schrum Private Wealth Management
Florida
$1.73M – – –
PPWM
2034
Paragon Private Wealth Management
Kentucky
$1.73M +$26.7K +111 +2%
PIWA
2035
Prevail Innovative Wealth Advisors
Kansas
$1.73M +$1.8M +7,504 New
AG
2036
Artal Group
Luxembourg
$1.73M – – –
CFG
2037
Cooper Financial Group
California
$1.71M +$104K +433 +6%
EP
2038
Eudaimonia Partners
Tennessee
$1.7M -$13.5K -56 -0.8%
EGA
2039
E&G Advisors
Texas
$1.7M -$11.1K -46 -0.6%
MSFS
2040
Main Street Financial Solutions
Pennsylvania
$1.7M +$58.9K +245 +3%
PW
2041
Peninsula Wealth
California
$1.7M -$323K -1,345 -15%
SSW
2042
Stone Summit Wealth
Florida
$1.7M +$16.8K +70 +1%
PHS
2043
Pekin Hardy Strauss
Illinois
$1.69M -$69.7K -290 -4%
CC
2044
Constitution Capital
Connecticut
$1.68M +$24K +100 +1%
HEIP
2045
Hudson Edge Investment Partners
New Jersey
$1.68M -$55.3K -230 -3%
PBC
2046
Pavion Blue Capital
California
$1.68M -$4.09K -17 -0.2%
AA
2047
AlphaQ Advisors
Florida
$1.68M -$206K -858 -11%
LT
2048
Lindsell Train
United Kingdom
$1.68M – – –
CASB
2049
Cape Ann Savings Bank
Massachusetts
$1.68M -$33.7K -140 -2%
FFA
2050
Fortune Financial Advisors
Kansas
$1.68M +$11.1K +46 +0.6%
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