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Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
2026
Painted Porch Advisors
California
$4.2K -$525 -24 -11%
NWM
2027
Navigoe Wealth Management
California
$4K – – –
TCM
2028
Tanaka Capital Management
New York
$4K – – –
TFA
2029
Transamerica Financial Advisors
Florida
$4K – – –
WFG
2030
Wormser Freres Gestion
France
$3.99K – – –
GWSA
2031
Global Wealth Strategies & Associates
Colorado
$3.93K -$5.45K -249 -59%
BCPWM
2032
Bradley & Co Private Wealth Management
Florida
$3.75K – – –
PWA
2033
Principia Wealth Advisory
Texas
$3.53K +$1.12K +51 +45%
GIS
2034
Grayhawk Investment Strategies
Alberta, Canada
$3.52K – – –
PWM
2035
Proathlete Wealth Management
Florida
$3.5K +$3.37K +154 New
RWA
2036
Redmont Wealth Advisors
Illinois
$3.36K +$3.24K +148 New
DFC
2037
DB Fitzpatrick & Co
Idaho
$3.34K +$547 +25 +20%
AWM
2038
Atticus Wealth Management
Florida
$3.18K – – –
USB
2039
Union Savings Bank
Connecticut
$3.15K – – –
GAG
2040
Goodman Advisory Group
Massachusetts
$3.07K +$2.95K +135 New
WCM
2041
Westend Capital Management
California
$3.02K +$2.91K +133 New
BI
2042
Binnacle Investments
Iowa
$3K +$2.89K +132 New
CT
2043
Coastline Trust
Rhode Island
$2.84K -$2.85K -130 -51%
WW
2044
Winnow Wealth
Texas
$2.82K +$919 +42 +51%
CIAM
2045
Caitong International Asset Management
Hong Kong
$2.82K -$915K -41,822 -100%
KIG
2046
Kessler Investment Group
Indiana
$2.77K – – –
CFP
2047
Comprehensive Financial Planning
Pennsylvania
$2.69K -$5.49K -251 -68%
NL
2048
NVWM LLC
Pennsylvania
$2.68K +$1.05K +48 +69%
DCM
2049
Davis Capital Management
Florida
$2.66K – – –
PA
2050
Pineridge Advisors
Missouri
$2.57K -$18.6K -848 -88%
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