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Name Holding Trade Value Shares
Change 		Change in
Stake
RF
2026
Robinswood Financial
Washington
$15.6K – – –
HWP
2027
Highline Wealth Partners
California
$15.5K -$7.76K -17 -34%
CTWM
2028
Cherry Tree Wealth Management
Minnesota
$15.2K – – –
WCM
2029
WealthTrak Capital Management
Virginia
$15K +$2.28K +5 +19%
AIM
2030
Arcadia Investment Management
Michigan
$14.5K – – –
POIA
2031
Pin Oak Investment Advisors
Texas
$14K – – –
QWM
2032
Quaker Wealth Management
New Jersey
$13.6K +$13.2K +29 New
IHWM
2033
Iron Horse Wealth Management
Iowa
$13.6K – – –
TCM
2034
TD Capital Management
Tennessee
$13.3K +$913 +2 +8%
PA
2035
Pineridge Advisors
Missouri
$13.3K – – –
PMFA
2036
Plante Moran Financial Advisors
Michigan
$12.7K +$913 +2 +8%
DPW
2037
DiNuzzo Private Wealth
Pennsylvania
$12.2K – – –
EP
2038
Essential Partners
California
$12.2K +$11.9K +26 New
PP
2039
Pacifica Partners
Canada
$12.1K – – –
KFP
2040
Keener Financial Planning
Texas
$12K – – –
TFGT
2041
TS Financial Group (TSFG)
Illinois
$12K – – –
BHWM
2042
Beaird Harris Wealth Management
Texas
$11.7K +$4.56K +10 +67%
MAWAG
2043
Mid-American Wealth Advisory Group
Missouri
$11.7K +$11.4K +25 New
AIM
2044
Access Investment Management
Georgia
$11.3K +$11K +24 New
PS
2045
Pinney & Scofield
Massachusetts
$10.8K – – –
LFA
2046
LGT Financial Advisors
Texas
$9.88K +$9.59K +21 New
T
2047
Tidemark
California
$9.86K +$2.74K +6 +40%
YP
2048
YANKCOM Partnership
South Dakota
$9.85K +$913 +2 +11%
DF
2049
DecisionPoint Financial
Arizona
$9.54K +$1.37K +3 +18%
HWM
2050
HighMark Wealth Management
Minnesota
$9.38K -$2.74K -6 -23%
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