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Name Holding Trade Value Shares
Change 		Change in
Stake
CDIA
2026
Capital Directions Investment Advisors
Georgia
$18K -$18.2K -205 Closed
BHWM
2027
Beaird Harris Wealth Management
Texas
$18K -$12K -135 -40%
LWP
2028
Lumature Wealth Partners
Georgia
$18K – – –
FCG
2029
Financial Connections Group
California
$17K -$16.8K -190 -49%
BCMLT
2030
Beacon Capital Management LLC (Tennessee)
Tennessee
$17K -$10.1K -114 -32%
APW
2031
Axim Planning & Wealth
Ohio
$17K – – –
PP
2032
PrairieView Partners
Minnesota
$17K – – –
PCA
2033
Providence Capital Advisors
North Carolina
$17K – – –
PO
2034
Private Ocean
California
$17K +$4.26K +48 +31%
RCG
2035
Rock Creek Group
District of Columbia
$15K +$9.84K +111 +185%
BAM
2036
Baldrige Asset Management
Pennsylvania
$14K – – –
AA
2037
Addison Advisors
Vermont
$14K +$10.6K +120 +267%
KA
2038
Kozak & Associates
Colorado
$13K -$94.5K -1,066 -87%
TCWA
2039
Ten Capital Wealth Advisors
Washington
$13K -$443 -5 -3%
LSA
2040
Lansing Street Advisors
Pennsylvania
$13K – – –
MCA
2041
Maryland Capital Advisors
Maryland
$13K – – –
SA
2042
SRH Advisors
Kansas
$13K – – –
PPWM
2043
PFG Private Wealth Management
Florida
$13K +$13.3K +150 New
GIS
2044
Grayhawk Investment Strategies
Alberta, Canada
$12K – – –
ARS
2045
Adirondack Retirement Specialists
New York
$12K +$12.1K +136 New
FSWA
2046
Financial Synergies Wealth Advisors
Texas
$11.6K – – –
RG
2047
Retirement Group
California
$11K -$13.7K -154 -54%
CBT
2048
CoreFirst Bank & Trust
Kansas
$11K +$4.7K +53 +71%
ARIS
2049
Advanced Research Investment Solutions
California
$11K +$8.87K +100 +400%
DSC
2050
Duncker Streett & Co
Missouri
$10K -$11.5K -130 -53%
80 81
82
83 84