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Name Holding Trade Value Shares
Change 		Change in
Stake
FMN
2026
Financial Management Network
California
$216K -$10.9K -105 -4%
AWM
2027
AllSquare Wealth Management
New York
$216K -$20.7K -200 -8%
VBFP
2028
Valtinson Bruner Financial Planning
Minnesota
$216K -$3.52K -34 -2%
HA
2029
Herold Advisors
New York
$215K +$226K +2,190 New
PK
2030
Pflug Koory
Nebraska
$215K – – –
HL
2031
HeadInvest LLC
Maine
$215K +$226K +2,187 New
MA
2032
MBA Advisors
Pennsylvania
$214K +$226K +2,182 New
HA
2033
Helium Advisors
Washington
$213K -$15.8K -153 -7%
PAM
2034
Pacific Asset Management
Washington
$212K +$224K +2,164 New
5SA
2035
5th Street Advisors
Connecticut
$212K +$223K +2,160 New
HCA
2036
Harbour Capital Advisors
Virginia
$212K – – –
PPWM
2037
Paragon Private Wealth Management
Kentucky
$212K +$223K +2,158 New
NRWA
2038
North Ridge Wealth Advisors
Oregon
$211K – – –
ANB
2039
Amarillo National Bank
Texas
$211K +$222K +2,149 New
JF
2040
JSF Financial
California
$210K -$19K -184 -8%
OFP
2041
OFC Financial Planning
New Jersey
$210K +$222K +2,144 New
FHB
2042
First Hawaiian Bank
Hawaii
$210K -$932K -9,019 -81%
TWM
2043
Tradition Wealth Management
Minnesota
$210K +$221K +2,142 New
AIS
2044
AM Investment Strategies
Tennessee
$210K +$222K +2,143 New
SHFA
2045
SS&H Financial Advisors
Michigan
$210K +$222K +2,144 New
EMAM
2046
Encompass More Asset Management
California
$209K -$27.2K -263 -11%
PL
2047
Plancorp LLC
Missouri
$209K -$84.5K -817 -28%
CFG
2048
Cooper Financial Group
California
$209K +$220K +2,126 New
OWA
2049
Opal Wealth Advisors
New York
$208K +$219K +2,120 New
SA
2050
Strategic Advisors
New York
$208K -$34.8K -337 -14%
80 81
82
83 84