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Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
2026
Three Seasons Wealth
Utah
$2.83M -$22.9K -76 -0.8%
CWM
2027
Compass Wealth Management
Connecticut
$2.82M -$81.5K -271 -3%
CAG
2028
Cypress Advisory Group
Arizona
$2.82M +$2.68M +8,910 New
AIA
2029
AssuredPartners Investment Advisors
Florida
$2.81M +$2.68M +8,902 New
AWE
2030
Avidian Wealth Enterprises
Texas
$2.81M +$93.2K +310 +4%
TSS
2031
Two Sigma Securities
New York
$2.81M -$11.1M -37,006 -81%
MA
2032
MONECO Advisors
Connecticut
$2.81M -$183K -608 -6%
CA
2033
Callahan Advisors
Texas
$2.81M +$601 +2 +0%
UW
2034
Unique Wealth
Florida
$2.79M +$202K +672 +8%
BAM
2035
Byrne Asset Management
New Jersey
$2.78M -$33.7K -112 -1%
OFS
2036
Orrstown Financial Services
Pennsylvania
$2.78M +$18.3K +61 +0.7%
APP
2037
Avantax Planning Partners
Iowa
$2.78M +$296K +984 +13%
BHIA
2038
Birch Hill Investment Advisors
Massachusetts
$2.78M +$973K +3,235 +58%
NED
2039
Nancy E. Dempze
$2.78M – – –
PPWM
2040
Paragon Private Wealth Management
Kentucky
$2.78M +$182K +605 +7%
NPA
2041
Nichols & Pratt Advisers
Massachusetts
$2.77M -$49.3K -164 -2%
SWMG
2042
Stillwater Wealth Management Group
Florida
$2.75M +$2.62M +8,716 New
BLC
2043
Brown, Lisle/Cummings
Rhode Island
$2.75M +$103K +343 +4%
CFP
2044
Catalyst Financial Partners
Massachusetts
$2.75M +$65.3K +217 +3%
PA
2045
PFW Advisors
Georgia
$2.75M +$2.62M +8,698 New
SAI
2046
Systematic Alpha Investments
New Jersey
$2.74M – – –
NF
2047
Nvest Financial
New Hampshire
$2.74M +$267K +888 +11%
PH
2048
Pinnacle Holdings
Oklahoma
$2.73M -$210K -699 -7%
SAM
2049
Secure Asset Management
Michigan
$2.73M +$222K +739 +9%
FWM
2050
ForthRight Wealth Management
Georgia
$2.73M -$7.82K -26 -0.3%
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