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Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
2026
Wealth Preservation Advisors
Tennessee
$11.4K -$3.07K -24 -26%
MA
2027
MCF Advisors
Kentucky
$11.1K +$4.22K +33 +100%
PWA
2028
Principia Wealth Advisory
Texas
$10K +$640 +5 +9%
HWA
2029
Heartwood Wealth Advisors
Virginia
$9.71K +$7.42K +58 New
DPW
2030
DiNuzzo Private Wealth
Pennsylvania
$9.64K +$768 +6 +8%
GIA
2031
GHP Investment Advisors
Colorado
$9.54K -$256 -2 -3%
MSWA
2032
Marshall & Sterling Wealth Advisors
New York
$9.54K – – –
CIA
2033
Cape Investment Advisory
Georgia
$8.87K -$597K -4,662 -99%
HNW
2034
High Note Wealth
Minnesota
$8.7K – – –
BAM
2035
Bellevue Asset Management
Washington
$8.55K – – –
Q1WB
2036
Quest 10 Wealth Builders
Virginia
$8.53K -$128 -1 -2%
ME
2037
McIlrath & Eck
Washington
$8.37K – – –
JAM
2038
JCIC Asset Management
Ontario, Canada
$8.37K +$6.4K +50 New
DI
2039
DAGCO Inc
Ohio
$7.92K – – –
HC
2040
Hurley Capital
New York
$7.89K +$1.28K +10 +27%
FF
2041
Finley Financial
Nevada
$7.7K – – –
PWMA
2042
Pension & Wealth Management Advisors
Massachusetts
$7.7K +$5.89K +46 New
BHWM
2043
Bay Harbor Wealth Management
Maryland
$7.7K +$2.05K +16 +53%
CMA
2044
Cedar Mountain Advisors
Oregon
$7.57K -$12.8K -100 -69%
SHIM
2045
Stone House Investment Management
Pennsylvania
$7.36K +$512 +4 +10%
CAC
2046
Core Alternative Capital
Georgia
$7.03K – – –
MEG
2047
Millstone Evans Group
Colorado
$6.36K – – –
NWM
2048
Nova Wealth Management
Florida
$5.99K – – –
QWM
2049
Quaker Wealth Management
New Jersey
$5.86K – – –
DFC
2050
DB Fitzpatrick & Co
Idaho
$5.69K -$1.92K -15 -31%
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