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Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
2026
Mark Sheptoff Financial Planning
Connecticut
$3.02M +$5.58K +16 +0.2%
RA
2027
Rational Advisors
New York
$3.02M +$2.24M +6,431 +310%
DE
2028
Diversified Enterprises
Delaware
$3.02M -$154K -442 -5%
SC
2029
Savoie Capital
Illinois
$3.02M – – –
MTIM
2030
Marathon Trading Investment Management
Pennsylvania
$3.02M +$2.94M +8,423 +10,939%
MMC
2031
Mizuho Markets Cayman
Cayman Islands
$3M +$2.94M +8,447 New
DCM
2032
Dudley Capital Management
Virginia
$3M – – –
SW
2033
SkyOak Wealth
Michigan
$2.99M – – –
QC
2034
Quent Capital
New York
$2.99M +$146K +419 +5%
SFPG
2035
Stonebridge Financial Planning Group
Florida
$2.99M -$163K -468 -5%
SP
2036
Stonebrook Private
Michigan
$2.98M +$16.7K +48 +0.6%
RPCONE
2037
Retirement Planning Company of New England
Rhode Island
$2.97M -$75.3K -216 -3%
UCMOK
2038
United Capital Management of KS
Kansas
$2.97M -$236K -676 -7%
MA
2039
MONECO Advisors
Connecticut
$2.97M -$1.39K -4 -0%
SCM
2040
Stevens Capital Management
Pennsylvania
$2.96M +$2.91M +8,344 New
SWM
2041
Selective Wealth Management
Virginia
$2.95M -$78.1K -224 -3%
AWE
2042
Avidian Wealth Enterprises
Texas
$2.95M +$170K +487 +6%
SFM
2043
Systematic Financial Management
New Jersey
$2.95M – – –
SWM
2044
Sculati Wealth Management
Michigan
$2.94M -$60.6K -174 -2%
PPWM
2045
Paragon Private Wealth Management
Kentucky
$2.94M -$11.5K -33 -0.4%
BFA
2046
Beacon Financial Advisory
Ohio
$2.93M -$18.1K -52 -0.6%
AIA
2047
AssuredPartners Investment Advisors
Florida
$2.93M -$261K -749 -8%
HA
2048
Helium Advisors
Washington
$2.92M -$11.5K -33 -0.4%
AWC
2049
Abundance Wealth Counselors
Pennsylvania
$2.92M +$12.9K +37 +0.4%
LA
2050
LM Advisors
California
$2.91M +$262K +751 +10%
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