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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2026
AllSquare Wealth Management
New York
$55.3K +$7.84K +100 +19%
PA
2027
PSI Advisors
Florida
$55.1K +$10.2K +130 +26%
CIA
2028
Cape Investment Advisory
Georgia
$54K +$1.25K +16 +3%
CCA
2029
Catalyst Capital Advisors
New York
$53.9K +$47.8K +610 New
WFA
2030
West Financial Advisors
Iowa
$53K – – –
RTL
2031
Red Tortoise LLC
Georgia
$52.7K – – –
CA
2032
Continuum Advisory
Idaho
$52.3K – – –
HBW
2033
Hazlett, Burt & Watson
West Virginia
$52K -$1.73K -22 -4%
RTC
2034
Riverview Trust Company
Washington
$51.7K +$45.9K +585 New
MVIP
2035
Mar Vista Investment Partners
California
$51.2K -$42.6M -543,563 -100%
BGAI
2036
Bruce G. Allen Investments
Colorado
$50.1K +$4.16K +53 +10%
TPW
2037
Talon Private Wealth
Florida
$48.5K +$43.1K +549 New
EI
2038
Ecofi Investissements
France
$47.7K – – –
MFT
2039
Moisand Fitzgerald Tamayo
Florida
$47K -$10.6K -135 -20%
HWM
2040
Hemington Wealth Management
Virginia
$47K +$48.4K +617 New
AWM
2041
Abound Wealth Management
Tennessee
$45.9K -$3.84K -49 -9%
AT
2042
Avalon Trust
New Mexico
$45.1K -$90.8K -1,158 -69%
HDIM
2043
Hanson & Doremus Investment Management
Vermont
$45K -$9.1K -116 -19%
PCFFS
2044
Pacific Center for Financial Services
California
$44.7K – – –
TCA
2045
Trifecta Capital Advisors
Illinois
$44.2K – – –
DF
2046
Dunhill Financial
United Kingdom
$43.6K +$13.3K +169 +52%
FMP
2047
Financial Management Professionals
Texas
$43K -$1.33K -17 -3%
IUHSA
2048
Itau Unibanco Holding S.A.
Brazil
$42.9K -$933K -11,901 -96%
FGA
2049
Fortis Group Advisors
New Jersey
$41.5K – – –
GEA
2050
Glen Eagle Advisors
New Jersey
$41.5K – – –
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