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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
2026
Arcadia Investment Management
Michigan
$14.5K +$1.28K +3 +10%
GTAM
2027
Global Trust Asset Management
Florida
$14.5K – – –
RF
2028
Robinswood Financial
Washington
$14.3K – – –
FCAS
2029
First Command Advisory Services
Texas
$14.1K +$7.28K +17 +106%
EIP
2030
Essential Investment Partners
Colorado
$13.6K +$13.7K +32 New
IW
2031
Imprint Wealth
South Carolina
$13.6K +$13.7K +32 New
AW
2032
Ankerstar Wealth
Texas
$13.2K +$13.3K +31 New
EWP
2033
Elevation Wealth Partners
California
$12.8K +$1.71K +4 +15%
LWMI
2034
Legacy Wealth Management (Idaho)
Idaho
$12.4K +$9K +21 +263%
SIP
2035
Sellwood Investment Partners
Oregon
$11.9K -$2.57K -6 -18%
BHWM
2036
Beaird Harris Wealth Management
Texas
$11.9K -$428 -1 -3%
Q1WB
2037
Quest 10 Wealth Builders
Virginia
$11.8K +$6K +14 +100%
CIAS
2038
CBIZ Investment Advisory Services
Ohio
$11.5K -$18.8K -44 -62%
QWM
2039
Quaker Wealth Management
New Jersey
$11.5K -$857 -2 -7%
FIM
2040
FWL Investment Management
Texas
$11.5K +$11.6K +27 New
RA
2041
Ransom Advisory
Rhode Island
$11.5K +$11.6K +27 New
AIM
2042
Access Investment Management
Georgia
$11.4K – – –
PP
2043
Pacifica Partners
Canada
$11.2K – – –
RS
2044
Rakuten Securities
Japan
$11.1K +$6K +14 +117%
TFGT
2045
TS Financial Group (TSFG)
Illinois
$11K -$3K -7 -21%
TWD
2046
True Wealth Design
Ohio
$10.7K -$13.3K -31 -55%
WTA
2047
Washington Trust Advisors
Massachusetts
$10.7K -$6.43K -15 -38%
DPW
2048
DiNuzzo Private Wealth
Pennsylvania
$10.7K – – –
PIS
2049
POM Investment Strategies
North Carolina
$10.3K – – –
LWM
2050
Lodestone Wealth Management
Washington
$10.2K +$10.3K +24 New
80 81
82
83 84