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Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
2026
Koshinski Asset Management
Illinois
$2.29M -$158K -584 -7%
JSW
2027
Journey Strategic Wealth
New Jersey
$2.29M +$698K +2,581 +45%
MFS
2028
Mattson Financial Services
Michigan
$2.28M -$17.6K -65 -0.7%
CPBTD
2029
Central Pacific Bank - Trust Division
Hawaii
$2.28M -$2.36M -8,717 -51%
KI
2030
Kapitalo Investimentos
Brazil
$2.28M +$2.24M +8,301 New
SFM
2031
Systematic Financial Management
New Jersey
$2.28M
AWC
2032
Abundance Wealth Counselors
Pennsylvania
$2.27M +$145K +537 +7%
TFA
2033
Teamwork Financial Advisors
Texas
$2.27M -$987K -3,649 -31%
NFG
2034
Northeast Financial Group
Pennsylvania
$2.27M +$209K +772 +10%
SWM
2035
Sculati Wealth Management
Michigan
$2.27M -$14.9K -55 -0.7%
ITIM
2036
Indiana Trust & Investment Management
Indiana
$2.26M +$13.8K +51 +0.6%
GWM
2037
Gray Wealth Management
Maine
$2.25M -$78.4K -290 -3%
PPWM
2038
Paragon Private Wealth Management
Kentucky
$2.25M +$91.4K +338 +4%
UW
2039
Unique Wealth
Florida
$2.25M +$317K +1,171 +17%
HCCM
2040
Hudson Canyon Capital Management
New York
$2.24M
MSFS
2041
Main Street Financial Solutions
Pennsylvania
$2.24M +$31.9K +118 +1%
FIM
2042
Freedom Investment Management
Connecticut
$2.23M +$152K +562 +7%
SCM
2043
Soros Capital Management
New York
$2.23M +$2.19M +8,107 New
BFA
2044
Beacon Financial Advisory
Ohio
$2.23M +$131K +483 +6%
CGFA
2045
Colton Groome Financial Advisors
North Carolina
$2.22M -$83.8K -310 -4%
SI
2046
Shaker Investments
Ohio
$2.22M -$2.05M -7,581 -48%
SP
2047
Stonebrook Private
Michigan
$2.22M -$45.7K -169 -2%
BCP
2048
Blackhawk Capital Partners
Wisconsin
$2.22M -$191K -708 -8%
NB
2049
Northwest Bancshares
Pennsylvania
$2.2M -$17K -63 -0.8%
9WM
2050
9258 Wealth Management
Ohio
$2.2M +$6.49K +24 +0.3%