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Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
2026
Bare Financial Services
Pennsylvania
$12K +$256 +2 +3%
WPA
2027
Wealth Preservation Advisors
Tennessee
$11.4K -$3.07K -24 -26%
MA
2028
MCF Advisors
Kentucky
$11.1K +$4.22K +33 +100%
PWA
2029
Principia Wealth Advisory
Texas
$10K +$640 +5 +9%
HWA
2030
Heartwood Wealth Advisors
Virginia
$9.71K +$7.42K +58 New
DPW
2031
DiNuzzo Private Wealth
Pennsylvania
$9.64K +$768 +6 +8%
GIA
2032
GHP Investment Advisors
Colorado
$9.54K -$256 -2 -3%
MSWA
2033
Marshall & Sterling Wealth Advisors
New York
$9.54K – – –
CIA
2034
Cape Investment Advisory
Georgia
$8.87K -$597K -4,662 -99%
HNW
2035
High Note Wealth
Minnesota
$8.7K – – –
BAM
2036
Bellevue Asset Management
Washington
$8.55K – – –
Q1WB
2037
Quest 10 Wealth Builders
Virginia
$8.53K -$128 -1 -2%
ME
2038
McIlrath & Eck
Washington
$8.37K – – –
JAM
2039
JCIC Asset Management
Ontario, Canada
$8.37K +$6.4K +50 New
DI
2040
DAGCO Inc
Ohio
$7.92K – – –
HC
2041
Hurley Capital
New York
$7.89K +$1.28K +10 +27%
FF
2042
Finley Financial
Nevada
$7.7K – – –
PWMA
2043
Pension & Wealth Management Advisors
Massachusetts
$7.7K +$5.89K +46 New
BHWM
2044
Bay Harbor Wealth Management
Maryland
$7.7K +$2.05K +16 +53%
CMA
2045
Cedar Mountain Advisors
Oregon
$7.57K -$12.8K -100 -69%
SHIM
2046
Stone House Investment Management
Pennsylvania
$7.36K +$512 +4 +10%
CAC
2047
Core Alternative Capital
Georgia
$7.03K – – –
MEG
2048
Millstone Evans Group
Colorado
$6.36K – – –
NWM
2049
Nova Wealth Management
Florida
$5.99K – – –
QWM
2050
Quaker Wealth Management
New Jersey
$5.86K – – –
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