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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2026
Centerpoint Advisors
Massachusetts
$39K – – –
HIW
2027
Holos Integrated Wealth
Pennsylvania
$38.5K – – –
FA
2028
Financial Avengers
California
$38.5K +$2.42K +100 +10%
PP
2029
Pingora Partners
Wyoming
$37.9K -$40.1K -1,655 -59%
HIA
2030
HFM Investment Advisors
New Jersey
$37.8K +$436 +18 +2%
MAFA
2031
MJT & Associates Financial Advisory
Minnesota
$37K – – –
UOTTAIMCU
2032
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$36.8K +$26.6K +1,096 New
SC
2033
Sawyer & Company
Massachusetts
$36K +$38.8K +1,600 New
BFS
2034
Bare Financial Services
Pennsylvania
$35.3K +$969 +40 +4%
FMP
2035
Financial Management Professionals
Texas
$35.3K +$5.72K +236 +29%
SA
2036
SRH Advisors
Kansas
$34K -$142K -5,850 -85%
LFA
2037
LGT Financial Advisors
Texas
$34K -$19.1K -787 -44%
PGAM
2038
Princeton Global Asset Management
New Jersey
$33.8K -$13.6K -560 -36%
FWA
2039
Flagship Wealth Advisors
Massachusetts
$33.6K -$46K -1,900 -66%
OSNBOA
2040
Old Second National Bank of Aurora
Illinois
$33.5K -$23.5K -968 -49%
HI
2041
Hoey Investments
Pennsylvania
$33.5K -$194 -8 -0.8%
GA
2042
GoalVest Advisory
New York
$33.5K +$24.2K +1,000 New
FWM
2043
FSA Wealth Management
Massachusetts
$33.1K – – –
BL
2044
BFSG LLC
California
$33.1K -$15.7K -647 -40%
SFCL
2045
Strengthening Families & Communities LLC
Massachusetts
$32.5K +$25.2K +1,041 New
HC
2046
Hurley Capital
New York
$32.5K +$4.02K +166 +21%
SWIM
2047
Smallwood Wealth Investment Management
New Jersey
$32.3K – – –
PWA
2048
Provenance Wealth Advisors
Florida
$31.7K +$10.8K +446 +89%
HHMI
2049
Howard Hughes Medical Institute
Maryland
$31.5K +$121 +5 +0.5%
PCFFS
2050
Pacific Center for Financial Services
California
$30.6K -$6.44K -266 -23%
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