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Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
2026
HFM Investment Advisors
New Jersey
$15.4K +$12.4K +29 +414%
MEG
2027
Millstone Evans Group
Colorado
$14.9K – – –
RTL
2028
Red Tortoise LLC
Georgia
$14.9K – – –
CFP
2029
Comprehensive Financial Planning
Pennsylvania
$14.7K – – –
EP
2030
Essential Partners
California
$14.5K -$185K -433 -93%
AIM
2031
Arcadia Investment Management
Michigan
$14.5K +$1.28K +3 +10%
GTAM
2032
Global Trust Asset Management
Florida
$14.5K – – –
RF
2033
Robinswood Financial
Washington
$14.3K – – –
FCAS
2034
First Command Advisory Services
Texas
$14.1K +$7.28K +17 +106%
EIP
2035
Essential Investment Partners
Colorado
$13.6K +$13.7K +32 New
IW
2036
Imprint Wealth
South Carolina
$13.6K +$13.7K +32 New
AW
2037
Ankerstar Wealth
Texas
$13.2K +$13.3K +31 New
EWP
2038
Elevation Wealth Partners
California
$12.8K +$1.71K +4 +15%
LWMI
2039
Legacy Wealth Management (Idaho)
Idaho
$12.4K +$9K +21 +263%
SIP
2040
Sellwood Investment Partners
Oregon
$11.9K -$2.57K -6 -18%
BHWM
2041
Beaird Harris Wealth Management
Texas
$11.9K -$428 -1 -3%
Q1WB
2042
Quest 10 Wealth Builders
Virginia
$11.8K +$6K +14 +100%
CIAS
2043
CBIZ Investment Advisory Services
Ohio
$11.5K -$18.8K -44 -62%
QWM
2044
Quaker Wealth Management
New Jersey
$11.5K -$857 -2 -7%
FIM
2045
FWL Investment Management
Texas
$11.5K +$11.6K +27 New
RA
2046
Ransom Advisory
Rhode Island
$11.5K +$11.6K +27 New
AIM
2047
Access Investment Management
Georgia
$11.4K – – –
PP
2048
Pacifica Partners
Canada
$11.2K – – –
RS
2049
Rakuten Securities
Japan
$11.1K +$6K +14 +117%
TFGT
2050
TS Financial Group (TSFG)
Illinois
$11K -$3K -7 -21%
80 81
82
83 84