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Name Holding Trade Value Shares
Change 		Change in
Stake
MNA
2026
Manning & Napier Advisors
New York
$18.5K +$18.5K +39 New
JGIA
2027
Jackson Grant Investment Advisers
Connecticut
$18.1K – – –
TTIC
2028
Tower Trust & Investment Company
Iowa
$18.1K – – –
PCM
2029
Penserra Capital Management
California
$18K – – –
MAS
2030
MPWM Advisory Solutions
Georgia
$17.7K – – –
HNW
2031
High Note Wealth
Minnesota
$16.6K – – –
MEG
2032
Millstone Evans Group
Colorado
$16.6K – – –
RTL
2033
Red Tortoise LLC
Georgia
$16.6K – – –
CFP
2034
Comprehensive Financial Planning
Pennsylvania
$16.3K – – –
GTAM
2035
Global Trust Asset Management
Florida
$16.1K – – –
SIP
2036
Sellwood Investment Partners
Oregon
$16.1K +$16.1K +34 New
RF
2037
Robinswood Financial
Washington
$15.9K – – –
CTWM
2038
Cherry Tree Wealth Management
Minnesota
$15.4K – – –
TFGT
2039
TS Financial Group (TSFG)
Illinois
$15K +$3.79K +8 +32%
AIM
2040
Arcadia Investment Management
Michigan
$14.7K – – –
POIA
2041
Pin Oak Investment Advisors
Texas
$14.7K – – –
FLP
2042
Financial Life Planners
Arizona
$14.2K +$14.2K +30 New
SFCL
2043
Strengthening Families & Communities LLC
Massachusetts
$14K -$6.63K -14 -33%
QWM
2044
Quaker Wealth Management
New Jersey
$13.8K – – –
BHWM
2045
Beaird Harris Wealth Management
Texas
$13.8K +$1.89K +4 +16%
TCM
2046
TD Capital Management
Tennessee
$13.4K – – –
PMFA
2047
Plante Moran Financial Advisors
Michigan
$13.3K +$473 +1 +4%
GEA
2048
Glen Eagle Advisors
New Jersey
$12.7K +$6.63K +14 +108%
EWP
2049
Elevation Wealth Partners
California
$12.3K +$12.3K +26 New
FWA
2050
Flagship Wealth Advisors
Massachusetts
$12.3K +$12.3K +26 New
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