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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2026
Clarity Asset Management
Iowa
$53.6K -$13.6K -85 -20%
W
2027
WealthCollab
Washington
$53.4K -$13.6K -85 -20%
FMP
2028
Financial Management Professionals
Texas
$53K -$12.1K -76 -19%
FGA
2029
Fortis Group Advisors
New Jersey
$52.6K -$13.4K -84 -20%
GPI
2030
General Partner Inc
Pennsylvania
$51.7K -$12.8K -80 -20%
PO
2031
Private Ocean
California
$50.7K -$16K -100 -24%
EFMH
2032
E Fund Management (HK)
Hong Kong
$50K -$63.2K -396 -56%
AWM
2033
Ameliora Wealth Management
Switzerland
$49.6K -$12.6K -79 -20%
WBC
2034
West Branch Capital
Massachusetts
$49.4K -$12.9K -81 -21%
IGWM
2035
ICA Group Wealth Management
Colorado
$49.3K -$201K -1,260 -80%
CIR
2036
Clear Investment Research
Georgia
$47.7K -$12.1K -76 -20%
TCM
2037
Tradewinds Capital Management
Washington
$47.6K -$24.3K -152 -34%
RFS
2038
Richardson Financial Services
Massachusetts
$47.1K +$7.66K +48 +19%
CAL
2039
Capital Analysts LLC
Pennsylvania
$47K +$479 +3 +1%
SIC
2040
SJS Investment Consulting
Ohio
$46.9K -$14.4K -90 -23%
RF
2041
Robinswood Financial
Washington
$46.6K -$9.26K -58 -17%
RDFA
2042
Ritter Daniher Financial Advisory
Ohio
$45.8K -$5.59K -35 -11%
VWA
2043
Valued Wealth Advisors
Utah
$44.8K +$30.7K +192 +213%
CC
2044
Cypress Capital
Tennessee
$44.5K +$44.7K +280 New
TWP
2045
Triad Wealth Partners
Kansas
$44.5K +$44.7K +280 New
KFS
2046
Kelly Financial Services
Massachusetts
$43.9K -$11.2K -70 -20%
PCWA
2047
Pacific Capital Wealth Advisors
California
$43.5K +$20.9K +131 +92%
JFG
2048
JDM Financial Group
Texas
$43.1K -$11K -69 -20%
OC
2049
Oakworth Capital
Alabama
$42K -$1.28K -8 -3%
WWM
2050
Wolff Wiese Magana
California
$41.6K -$9.42K -59 -18%
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