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Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
2026
FSC Wealth Advisors
New York
$64.3K – – –
WWP
2027
WR Wealth Planners
Missouri
$63.5K +$53.5K +454 New
TCM
2028
Tradewinds Capital Management
Washington
$63.2K +$4.48K +38 +9%
FFWA
2029
FRG Family Wealth Advisors
Washington
$62.1K +$56.7K +481 New
C
2030
Covestor
United Kingdom
$62K +$118 +1 +0.2%
YAL
2031
Your Advocates Ltd
Texas
$61.4K – – –
RDIA
2032
RE Dickinson Investment Advisors
Iowa
$61K – – –
CAM
2033
Clarity Asset Management
Iowa
$59.2K – – –
W
2034
WealthCollab
Washington
$59K +$36.9K +313 +290%
PO
2035
Private Ocean
California
$58.6K -$1.18K -10 -2%
MAWCM
2036
Mine & Arao Wealth Creation & Management
California
$58.3K +$2.36K +20 +5%
FGA
2037
Fortis Group Advisors
New Jersey
$58.1K -$48.8K -414 -50%
FMP
2038
Financial Management Professionals
Texas
$57K -$4.71K -40 -9%
GPI
2039
General Partner Inc
Pennsylvania
$56.7K +$47.7K +405 New
WBC
2040
West Branch Capital
Massachusetts
$54.9K – – –
DCM
2041
Davidson Capital Management
Texas
$54.8K +$46.1K +391 New
AWM
2042
Ameliora Wealth Management
Switzerland
$54.8K – – –
GWSG
2043
GPS Wealth Strategies Group
Colorado
$54.3K – – –
SIC
2044
SJS Investment Consulting
Ohio
$53.9K +$30.4K +258 +203%
OP
2045
ORG Partners
Indiana
$53K -$136K -1,157 -75%
CIR
2046
Clear Investment Research
Georgia
$52.7K – – –
MWM
2047
Mascoma Wealth Management
New Hampshire
$50.3K -$37K -314 -47%
FWM
2048
FSA Wealth Management
Massachusetts
$50.2K – – –
WCM
2049
Westend Capital Management
California
$49.3K +$41.5K +352 New
RF
2050
Robinswood Financial
Washington
$49.2K +$11.1K +94 +37%
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