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Name Holding Trade Value Shares
Change
Change in
Stake
GFG
2026
Goldstone Financial Group
Illinois
$217K +$229K +2,211 New
ATFA
2027
All Terrain Financial Advisors
Minnesota
$217K – – –
SFS
2028
Summit Financial Strategies
Ohio
$216K +$228K +2,206 New
FMN
2029
Financial Management Network
California
$216K -$10.9K -105 -4%
AWM
2030
AllSquare Wealth Management
New York
$216K -$20.7K -200 -8%
VBFP
2031
Valtinson Bruner Financial Planning
Minnesota
$216K -$3.52K -34 -2%
HA
2032
Herold Advisors
New York
$215K +$226K +2,190 New
PK
2033
Pflug Koory
Nebraska
$215K – – –
HL
2034
HeadInvest LLC
Maine
$215K +$226K +2,187 New
MA
2035
MBA Advisors
Pennsylvania
$214K +$226K +2,182 New
HA
2036
Helium Advisors
Washington
$213K -$15.8K -153 -7%
PAM
2037
Pacific Asset Management
Washington
$212K +$224K +2,164 New
5SA
2038
5th Street Advisors
Connecticut
$212K +$223K +2,160 New
HCA
2039
Harbour Capital Advisors
Virginia
$212K – – –
PPWM
2040
Paragon Private Wealth Management
Kentucky
$212K +$223K +2,158 New
NRWA
2041
North Ridge Wealth Advisors
Oregon
$211K – – –
ANB
2042
Amarillo National Bank
Texas
$211K +$222K +2,149 New
JF
2043
JSF Financial
California
$210K -$19K -184 -8%
OFP
2044
OFC Financial Planning
New Jersey
$210K +$222K +2,144 New
FHB
2045
First Hawaiian Bank
Hawaii
$210K -$932K -9,019 -81%
TWM
2046
Tradition Wealth Management
Minnesota
$210K +$221K +2,142 New
AIS
2047
AM Investment Strategies
Tennessee
$210K +$222K +2,143 New
SHFA
2048
SS&H Financial Advisors
Michigan
$210K +$222K +2,144 New
EMAM
2049
Encompass More Asset Management
California
$209K -$27.2K -263 -11%
Plancorp LLC
2050
Plancorp LLC
Missouri
$209K -$84.5K -817 -28%