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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
2026
HYA Advisors
Missouri
$550K -$74.7K -1,560 -11%
OFA
2027
Oak Family Advisors
Illinois
$550K -$4.31K -90 -0.7%
EWM
2028
Edge Wealth Management
New York
$549K -$2.13M -44,461 -78%
CCWA
2029
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$549K -$183K -3,814 -23%
CSI
2030
Cross Staff Investments
New York
$549K +$287 +6 +0%
EA
2031
Eudaimonia Advisors
Tennessee
$549K +$28K +584 +5%
IIM
2032
Ironwood Investment Management
Massachusetts
$548K -$19.1K -399 -3%
SIA
2033
Soltis Investment Advisors
Utah
$546K +$16K +335 +3%
MIH
2034
Meitav Investment House
Israel
$544K -$937K -19,572 -61%
IWA
2035
Intercontinental Wealth Advisors
Texas
$544K -$31.5K -658 -5%
WWA
2036
WC Walker & Associates
California
$544K +$96.8K +2,022 +19%
BCP
2037
Blue Chip Partners
Michigan
$543K +$4.45K +93 +0.7%
PCMC
2038
Paragon Capital Management (Colorado)
Colorado
$542K -$17.1K -358 -3%
AFG
2039
Allegheny Financial Group
Pennsylvania
$542K -$1.25K -26 -0.2%
HR
2040
Howe & Rusling
New York
$540K +$283K +5,917 +88%
BFA
2041
BMS Financial Advisors
South Dakota
$539K +$30.3K +634 +5%
RI
2042
Ridgewood Investments
New Jersey
$537K +$7.71K +161 +1%
PFP
2043
Paragon Financial Partners
California
$536K – – –
SAS
2044
Stelac Advisory Services
New York
$534K +$408K +8,523 +213%
CCMT
2045
CMT Capital Markets Trading
Germany
$533K -$503K -10,500 -46%
STAS
2046
Strong Tower Advisory Services
Minnesota
$532K +$39.4K +824 +7%
SCFS
2047
S.C. Financial Services
Arizona
$531K +$29.4K +615 +5%
FWM
2048
Focused Wealth Management
New York
$530K -$240K -5,008 -29%
IPAM
2049
ICICI Prudential Asset Management
India
$530K +$19.6K +409 +3%
SAM
2050
SignalPoint Asset Management
Missouri
$530K +$51.7K +1,079 +9%
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