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Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
2026
WR Wealth Planners
Missouri
$63.5K +$53.5K +454 New
TCM
2027
Tradewinds Capital Management
Washington
$63.2K +$4.48K +38 +9%
FFWA
2028
FRG Family Wealth Advisors
Washington
$62.1K +$56.7K +481 New
C
2029
Covestor
United Kingdom
$62K +$118 +1 +0.2%
YAL
2030
Your Advocates Ltd
Texas
$61.4K – – –
RDIA
2031
RE Dickinson Investment Advisors
Iowa
$61K – – –
CAM
2032
Clarity Asset Management
Iowa
$59.2K – – –
W
2033
WealthCollab
Washington
$59K +$36.9K +313 +290%
PO
2034
Private Ocean
California
$58.6K -$1.18K -10 -2%
MAWCM
2035
Mine & Arao Wealth Creation & Management
California
$58.3K +$2.36K +20 +5%
FGA
2036
Fortis Group Advisors
New Jersey
$58.1K -$48.8K -414 -50%
FMP
2037
Financial Management Professionals
Texas
$57K -$4.71K -40 -9%
GPI
2038
General Partner Inc
Pennsylvania
$56.7K +$47.7K +405 New
WBC
2039
West Branch Capital
Massachusetts
$54.9K – – –
DCM
2040
Davidson Capital Management
Texas
$54.8K +$46.1K +391 New
AWM
2041
Ameliora Wealth Management
Switzerland
$54.8K – – –
GWSG
2042
GPS Wealth Strategies Group
Colorado
$54.3K – – –
SIC
2043
SJS Investment Consulting
Ohio
$53.9K +$30.4K +258 +203%
OP
2044
ORG Partners
Indiana
$53K -$136K -1,157 -75%
CIR
2045
Clear Investment Research
Georgia
$52.7K – – –
MWM
2046
Mascoma Wealth Management
New Hampshire
$50.3K -$37K -314 -47%
FWM
2047
FSA Wealth Management
Massachusetts
$50.2K – – –
WCM
2048
Westend Capital Management
California
$49.3K +$41.5K +352 New
RF
2049
Robinswood Financial
Washington
$49.2K +$11.1K +94 +37%
KC
2050
Kepos Capital
New York
$49K -$17.6K -149 -30%
80 81
82
83 84