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Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
2026
Hughes Financial Services
Virginia
$4.99K +$5.67K +77 New
CPA
2027
Compass Planning Associates
Massachusetts
$4.94K – – –
HIW
2028
Holos Integrated Wealth
Pennsylvania
$4.76K +$5.52K +75 New
CAIM
2029
Catherine Avery Investment Management
Florida
$4.7K – – –
BGA
2030
Battery Global Advisors
Massachusetts
$4.6K – – –
CFD
2031
Creative Financial Designs
Indiana
$4.57K -$3.17K -43 -37%
AG
2032
AmeriFlex Group
Nevada
$4.57K +$2.36K +32 +80%
SCA
2033
Stuart Chaussee & Associates
California
$4.19K – – –
T
2034
Tidemark
California
$4.19K – – –
T
2035
Transce3nd
Texas
$4.19K – – –
SFA
2036
Semmax Financial Advisors
North Carolina
$4.17K +$2.5K +34 +89%
CCMW
2037
Cypress Capital Management (Wyoming)
Wyoming
$4.09K – – –
TFGT
2038
TS Financial Group (TSFG)
Illinois
$4K – – –
DPW
2039
DiNuzzo Private Wealth
Pennsylvania
$3.94K +$1.47K +20 +48%
HWM
2040
Horizons Wealth Management
North Carolina
$3.87K – – –
DWM
2041
Dogwood Wealth Management
Kansas
$3.83K +$4.42K +60 New
CWP
2042
Clark Wealth Partners
Illinois
$3.81K -$74 -1 -2%
TLA
2043
Tanglewood Legacy Advisors
Texas
$3.81K – – –
PAM
2044
Parvin Asset Management
South Dakota
$3.81K +$4.42K +60 New
AIA
2045
Arcadia Investment Advisors
Idaho
$3.75K – – –
MAFA
2046
MJT & Associates Financial Advisory
Minnesota
$3.62K +$4.2K +57 New
CWM
2047
Cranbrook Wealth Management
Michigan
$3.49K – – –
PK
2048
Pflug Koory
Nebraska
$3.36K -$20.6K -280 -84%
RFG
2049
REAP Financial Group
Texas
$3.3K +$3.02K +41 +373%
HI
2050
Hoey Investments
Pennsylvania
$3.17K – – –
80 81
82
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