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Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
2026
Cherry Tree Wealth Management
Minnesota
$15.2K – – –
WCM
2027
WealthTrak Capital Management
Virginia
$15K +$2.28K +5 +19%
AIM
2028
Arcadia Investment Management
Michigan
$14.5K – – –
POIA
2029
Pin Oak Investment Advisors
Texas
$14K – – –
QWM
2030
Quaker Wealth Management
New Jersey
$13.6K +$13.2K +29 New
IHWM
2031
Iron Horse Wealth Management
Iowa
$13.6K – – –
TCM
2032
TD Capital Management
Tennessee
$13.3K +$913 +2 +8%
PA
2033
Pineridge Advisors
Missouri
$13.3K – – –
PMFA
2034
Plante Moran Financial Advisors
Michigan
$12.7K +$913 +2 +8%
DPW
2035
DiNuzzo Private Wealth
Pennsylvania
$12.2K – – –
EP
2036
Essential Partners
California
$12.2K +$11.9K +26 New
PP
2037
Pacifica Partners
Canada
$12.1K – – –
KFP
2038
Keener Financial Planning
Texas
$12K – – –
TFGT
2039
TS Financial Group (TSFG)
Illinois
$12K – – –
BHWM
2040
Beaird Harris Wealth Management
Texas
$11.7K +$4.56K +10 +67%
MAWAG
2041
Mid-American Wealth Advisory Group
Missouri
$11.7K +$11.4K +25 New
AIM
2042
Access Investment Management
Georgia
$11.3K +$11K +24 New
PS
2043
Pinney & Scofield
Massachusetts
$10.8K – – –
LFA
2044
LGT Financial Advisors
Texas
$9.88K +$9.59K +21 New
T
2045
Tidemark
California
$9.86K +$2.74K +6 +40%
YP
2046
YANKCOM Partnership
South Dakota
$9.85K +$913 +2 +11%
DF
2047
DecisionPoint Financial
Arizona
$9.54K +$1.37K +3 +18%
HWM
2048
HighMark Wealth Management
Minnesota
$9.38K -$2.74K -6 -23%
CWM
2049
Copia Wealth Management
Oregon
$9.38K – – –
IWM
2050
IMG Wealth Management
Florida
$9.38K +$9.13K +20 New
80 81
82
83 84