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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2026
Osterweis Capital Management
California
$58K -$21K -235 -26%
ACA
2027
American Capital Advisory
Idaho
$57.5K +$448 +5 +0.7%
BMC
2028
Bear Mountain Capital
Washington
$57K +$358 +4 +0.6%
AAG
2029
Armstrong Advisory Group
Massachusetts
$56.3K – – –
WWM
2030
Wolff Wiese Magana
California
$55.3K +$6.36K +71 +12%
RDFA
2031
Ritter Daniher Financial Advisory
Ohio
$55.2K – – –
HBW
2032
Hazlett, Burt & Watson
West Virginia
$55K -$8.86K -99 -13%
GWSA
2033
Global Wealth Strategies & Associates
Colorado
$55K +$58.2K +650 New
MFC
2034
Mechanics Financial Corp
Ohio
$54.6K – – –
CCMI
2035
Creative Capital Management Investments
California
$54.2K -$2.33K -26 -4%
OCM
2036
Orion Capital Management
California
$54.1K – – –
PCFFS
2037
Pacific Center for Financial Services
California
$53.5K – – –
PWAM
2038
Private Wealth Asset Management
Iowa
$53.3K -$1.07K -12 -2%
KFP
2039
Kerr Financial Planning
California
$52.5K +$55.2K +617 New
C
2040
Covestor
United Kingdom
$52K -$8.5K -95 -13%
AWM
2041
Abound Wealth Management
Tennessee
$51.5K +$7.52K +84 +16%
GGI
2042
Godsey & Gibb Inc
Virginia
$49.9K -$2.24K -25 -4%
HIMS
2043
Hager Investment Management Services
New Hampshire
$49.9K – – –
BC
2044
Barrett & Company
Rhode Island
$49.9K +$895 +10 +2%
GEA
2045
Glen Eagle Advisors
New Jersey
$49.9K +$1.79K +20 +4%
EPIME
2046
Evelyn Partners Investment Management (Europe)
$49.1K – – –
APW
2047
Aventura Private Wealth
Florida
$48.8K -$10.1K -113 -16%
CWM
2048
Cranbrook Wealth Management
Michigan
$47.6K +$179 +2 +0.4%
FGA
2049
Fortis Group Advisors
New Jersey
$47.4K – – –
SC
2050
Solstein Capital
California
$47K -$74.1K -828 -60%
80 81
82
83 84