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Name Holding Trade Value Shares
Change 		Change in
Stake
SWIM
2026
Smallwood Wealth Investment Management
New Jersey
$35.7K – – –
CA
2027
Centerpoint Advisors
Massachusetts
$35K – – –
SC
2028
Solstein Capital
California
$34.7K – – –
SA
2029
Strategic Advocates
Utah
$34.3K -$23.3K -235 -41%
DF
2030
Downshift Financial
Colorado
$34.2K +$34.1K +344 New
AW
2031
Avion Wealth
Texas
$34K -$5.74K -58 -14%
TC
2032
Trust Company
Kansas
$33.7K +$2.48K +25 +8%
JGCM
2033
Joseph Group Capital Management
Ohio
$33.6K -$2.77K -28 -8%
MFC
2034
Mechanics Financial Corp
Ohio
$33.5K +$198 +2 +0.6%
CSC
2035
Caldwell Sutter Capital
California
$33.5K +$15.9K +161 +91%
MP
2036
McDonald Partners
Ohio
$33.3K +$33.2K +335 New
PF
2037
PlanVest Financial
Maryland
$32.2K – – –
BG
2038
Bollard Group
Massachusetts
$32K – – –
KG
2039
Kilter Group
New York
$31.1K +$12.2K +123 +65%
HWA
2040
HHM Wealth Advisors
Tennessee
$30.2K +$22.2K +224 +280%
HB
2041
Horizon Bancorp
Indiana
$30K – – –
MAM
2042
Marquette Asset Management
Minnesota
$29.9K +$12.8K +129 +75%
MCI
2043
MRP Capital Investments
Georgia
$29.8K +$29.7K +300 New
TSMHT
2044
Thurston Springer Miller Herd & Titak
Indiana
$29.5K +$7.62K +77 +35%
DCM
2045
Disciplina Capital Management
Tennessee
$29.3K -$6.44K -65 -18%
HWA
2046
Heritage Wealth Advisors
Virginia
$29.1K +$16.6K +168 +134%
GA
2047
GoalVest Advisory
New York
$28.8K – – –
HNW
2048
High Note Wealth
Minnesota
$27.3K +$495 +5 +2%
IAS
2049
IMA Advisory Services
Colorado
$26.8K +$22.8K +230 +575%
CFFP
2050
Center for Financial Planning
Michigan
$26.3K – – –
80 81
82
83 84