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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
2026
Sims Investment Management
Ohio
$2.59K +$2.23K +25 New
TCM
2027
Tradewinds Capital Management
Washington
$2.38K – – –
OAG
2028
Oakmont Advisory Group
New Mexico
$2.1K +$1.78K +20 New
TBFA
2029
Three Bearings Fiduciary Advisors
New Hampshire
$2.07K – – –
IAS
2030
IMA Advisory Services
Colorado
$2.07K +$1.43K +16 +400%
CFG
2031
CKW Financial Group
Hawaii
$2K +$1.34K +15 New
HHGA
2032
Halbert Hargrove Global Advisors
California
$1.87K +$1.61K +18 New
TCA
2033
Trifecta Capital Advisors
Illinois
$1.86K +$1.61K +18 New
AFG
2034
Albion Financial Group
Utah
$1.76K -$3.84K -43 -72%
CJ
2035
Caitlin John
Michigan
$1.55K – – –
HC
2036
Hara Capital
Washington
$1.45K – – –
BFS
2037
Bare Financial Services
Pennsylvania
$1.34K -$536 -6 -32%
NL
2038
NorthAvenue LLC
Ohio
$1.24K – – –
SWAG
2039
Spectrum Wealth Advisory Group
California
$1.22K +$1.07K +12 New
SA
2040
Seneschal Advisors
Washington
$1.14K -$27.7K -310 -97%
EWM
2041
Evolution Wealth Management
Florida
$1.14K – – –
PJC
2042
Phillip James Consulting
Minnesota
$1.14K – – –
UIA
2043
Ulland Investment Advisors
Minnesota
$1K – – –
NWM
2044
Navigoe Wealth Management
California
$1K +$1.16K +13 New
MWM
2045
Mosley Wealth Management
California
$931 +$803 +9 New
BIM
2046
Breakwater Investment Management
Washington
$828 – – –
NWMP
2047
Noble Wealth Management PBC
Colorado
$828 +$714 +8 New
JGIA
2048
Jackson Grant Investment Advisers
Connecticut
$724 +$625 +7 New
RJA
2049
Ross\Johnson & Associates
Minnesota
$621 +$357 +4 +200%
T
2050
Tidemark
California
$621 +$536 +6 New
80 81
82
83 84