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Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
2026
Mark Sheptoff Financial Planning
Connecticut
$2.98M – – –
TCG
2027
Tremblant Capital Group
Florida
$2.97M +$125K +369 +5%
SFO
2028
Stokes Family Office
Louisiana
$2.97M -$816K -2,411 -22%
JIC
2029
Joel Isaacson & Co
New York
$2.97M +$289K +854 +11%
SWM
2030
Sculati Wealth Management
Michigan
$2.97M +$93.4K +276 +3%
WWM
2031
WT Wealth Management
Arizona
$2.96M -$429K -1,268 -13%
DCM
2032
Dudley Capital Management
Virginia
$2.96M – – –
SW
2033
SkyOak Wealth
Michigan
$2.95M -$33.8K -100 -1%
HIC
2034
Holderness Investments Company
North Carolina
$2.95M +$84.6K +250 +3%
MA
2035
MONECO Advisors
Connecticut
$2.93M -$174K -514 -6%
BA
2036
Ballast Advisors
Minnesota
$2.93M +$109K +321 +4%
SP
2037
Stonebrook Private
Michigan
$2.93M +$95.1K +281 +3%
WB
2038
WesBanco Bank
West Virginia
$2.93M +$116K +342 +4%
BFA
2039
Beacon Financial Advisory
Ohio
$2.91M +$117K +345 +4%
PPWM
2040
Paragon Private Wealth Management
Kentucky
$2.91M -$163K -482 -5%
LI
2041
Louisbourg Investments
New Brunswick, Canada
$2.91M -$998K -2,950 -21%
SFM
2042
Systematic Financial Management
New Jersey
$2.91M – – –
HA
2043
Helium Advisors
Washington
$2.89M -$48K -142 -2%
MFP
2044
Meridian Financial Partners
Virginia
$2.88M -$58.9K -174 -2%
OFS
2045
Orrstown Financial Services
Pennsylvania
$2.88M -$199K -589 -7%
PH
2046
Pinnacle Holdings
Oklahoma
$2.88M -$148K -438 -5%
IC
2047
Iconiq Capital
California
$2.87M +$427K +1,261 +18%
AWC
2048
Abundance Wealth Counselors
Pennsylvania
$2.87M -$57.5K -170 -2%
MSFS
2049
Main Street Financial Solutions
Pennsylvania
$2.86M -$32.5K -96 -1%
CNBT
2050
Canandaigua National Bank & Trust
New York
$2.85M -$370K -1,094 -12%
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