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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
2026
Clearstead Trust
Maine
$14.9K -$68.6K -627 -81%
CWAF
2027
Core Wealth Advisors (Florida)
Florida
$14.9K – – –
SC
2028
Stephens Consulting
Michigan
$14.9K – – –
DWA
2029
Delos Wealth Advisors
Texas
$14.6K -$16.4K -150 -51%
KA
2030
Kozak & Associates
Colorado
$14.6K -$11.5K -105 -42%
NL
2031
NVWM LLC
Pennsylvania
$14.3K -$844K -7,711 -98%
CFFP
2032
Center for Financial Planning
Michigan
$14.2K +$3.17K +29 +25%
WTA
2033
Washington Trust Advisors
Massachusetts
$14.1K – – –
TFP
2034
Tilia Fiduciary Partners
North Carolina
$13.9K +$109 +1 +0.7%
EWP
2035
Elevation Wealth Partners
California
$13.7K +$15.1K +138 New
CWM
2036
CarsonAllaria Wealth Management
Illinois
$13.3K – – –
WAM
2037
Worth Asset Management
Texas
$13.1K – – –
FP
2038
Financial Perspectives
Minnesota
$12.8K – – –
JFG
2039
JDM Financial Group
Texas
$12.5K – – –
FFL
2040
Financial Freedom LLC
Ohio
$12.4K – – –
MIM
2041
Macroview Investment Management
Maryland
$12.3K – – –
WBC
2042
West Branch Capital
Massachusetts
$12.2K – – –
ECM
2043
Everence Capital Management
Indiana
$12.2K +$675K +6,170 +5%
HFM
2044
Hartford Financial Management
Connecticut
$11.8K – – –
SCA
2045
Stuart Chaussee & Associates
California
$11.3K – – –
OIS
2046
Okabena Investment Services
Minnesota
$11.3K -$336K -3,074 -95%
DMKJ
2047
David M. Knott Jr
$11K – – –
SHIM
2048
Stone House Investment Management
Pennsylvania
$11K +$12K +110 New
EWM
2049
Evermay Wealth Management
Virginia
$10.8K +$11.9K +109 New
CMA
2050
Cedar Mountain Advisors
Oregon
$10.4K – – –
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