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Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
2026
Washington Trust Advisors
Massachusetts
$19K – – –
LIA
2027
Luken Investment Analytics
Tennessee
$18.5K – – –
MNA
2028
Manning & Napier Advisors
New York
$18.5K +$18.5K +39 New
JGIA
2029
Jackson Grant Investment Advisers
Connecticut
$18.1K – – –
TTIC
2030
Tower Trust & Investment Company
Iowa
$18.1K – – –
PCM
2031
Penserra Capital Management
California
$18K – – –
MAS
2032
MPWM Advisory Solutions
Georgia
$17.7K – – –
HNW
2033
High Note Wealth
Minnesota
$16.6K – – –
MEG
2034
Millstone Evans Group
Colorado
$16.6K – – –
RTL
2035
Red Tortoise LLC
Georgia
$16.6K – – –
CFP
2036
Comprehensive Financial Planning
Pennsylvania
$16.3K – – –
GTAM
2037
Global Trust Asset Management
Florida
$16.1K – – –
SIP
2038
Sellwood Investment Partners
Oregon
$16.1K +$16.1K +34 New
RF
2039
Robinswood Financial
Washington
$15.9K – – –
CTWM
2040
Cherry Tree Wealth Management
Minnesota
$15.4K – – –
TFGT
2041
TS Financial Group (TSFG)
Illinois
$15K +$3.79K +8 +32%
AIM
2042
Arcadia Investment Management
Michigan
$14.7K – – –
POIA
2043
Pin Oak Investment Advisors
Texas
$14.7K – – –
FLP
2044
Financial Life Planners
Arizona
$14.2K +$14.2K +30 New
SFCL
2045
Strengthening Families & Communities LLC
Massachusetts
$14K -$6.63K -14 -33%
QWM
2046
Quaker Wealth Management
New Jersey
$13.8K – – –
BHWM
2047
Beaird Harris Wealth Management
Texas
$13.8K +$1.89K +4 +16%
TCM
2048
TD Capital Management
Tennessee
$13.4K – – –
PMFA
2049
Plante Moran Financial Advisors
Michigan
$13.3K +$473 +1 +4%
GEA
2050
Glen Eagle Advisors
New Jersey
$12.7K +$6.63K +14 +108%
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