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Name Holding Trade Value Shares
Change 		Change in
Stake
JPWM
2026
Jamison Private Wealth Management
Georgia
$12K -$6.42K -36 -35%
LOIM
2027
Liberty One Investment Management
Illinois
$12K -$356 -2 -3%
AF
2028
Aviso Financial
Ontario, Canada
$10.9K +$10.7K +60 New
RFG
2029
REAP Financial Group
Texas
$10.9K -$2.85K -16 -21%
FW
2030
Fairway Wealth
Ohio
$10.9K +$10.7K +60 New
USB
2031
Union Savings Bank
Connecticut
$10.9K -$4.63K -26 -30%
CPG
2032
Cornerstone Planning Group
New Jersey
$10.9K +$5.17K +29 +81%
ACM
2033
Anfield Capital Management
California
$10.7K +$7.66K +43 +269%
OCM
2034
Orion Capital Management
California
$10.6K – – –
PP
2035
PrairieView Partners
Minnesota
$10K -$12.8K -72 -56%
LFA
2036
Legend Financial Advisors
Pennsylvania
$9.83K -$1.96K -11 -17%
BCM
2037
Blume Capital Management
California
$9.1K – – –
TLA
2038
Tanglewood Legacy Advisors
Texas
$9.1K – – –
TCM
2039
TD Capital Management
Tennessee
$9.1K – – –
FFA
2040
Fairfield Financial Advisors
Massachusetts
$9.1K +$8.91K +50 New
AA
2041
AlphaMark Advisors
Kentucky
$9K +$8.91K +50 New
HF
2042
Halpern Financial
Virginia
$8.74K – – –
CPA
2043
Clear Point Advisors
New York
$8.19K – – –
TCM
2044
TruNorth Capital Management
Michigan
$8.19K +$2.32K +13 +41%
MSG
2045
Main Street Group
Virginia
$8.03K -$2.5K -14 -25%
PWA
2046
Provenance Wealth Advisors
Florida
$7.83K +$7.66K +43 New
PAI
2047
Pittenger & Anderson Inc
Nebraska
$7.28K – – –
LFA
2048
LGT Financial Advisors
Texas
$7.28K +$7.13K +40 New
PCMC
2049
Planning Capital Management Corporation
Pennsylvania
$7.1K – – –
AT
2050
Avalon Trust
New Mexico
$6.55K – – –
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