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Name Holding Trade Value Shares
Change 		Change in
Stake
CW
2026
Channel Wealth
California
$378K -$10.1K -367 -3%
ISWM
2027
Independent Solutions Wealth Management
New York
$377K +$90.9K +3,300 +34%
BFG
2028
Bouchey Financial Group
New York
$377K +$101K +3,650 +39%
FAFN
2029
First Affirmative Financial Network
Colorado
$377K -$20.3K -736 -5%
GSWA
2030
Good Steward Wealth Advisors
Tennessee
$376K -$200K -7,253 -36%
BHIA
2031
Birch Hill Investment Advisors
Massachusetts
$376K – – –
ISFAN
2032
Investor's Fiduciary Advisor Network
Washington
$376K +$358K +13,004 New
SPA
2033
Shore Point Advisors
New Jersey
$375K – – –
SI
2034
Seeds Investor
New York
$375K -$6.37K -231 -2%
SCM
2035
Schnieders Capital Management
California
$374K -$104K -3,785 -23%
FFA
2036
Fi3 Financial Advisors
Indiana
$374K -$17.4K -630 -5%
LCM
2037
LCM Capital Management
Illinois
$373K +$7.22K +262 +2%
RWP
2038
Revolve Wealth Partners
New Jersey
$373K +$193 +7 +0.1%
CFA
2039
Capstone Financial Advisors
Illinois
$373K -$9.73K -353 -3%
VPP
2040
Vertex Planning Partners
Illinois
$372K +$110 +4 +0%
CL
2041
CLG LLC
California
$370K -$26.8K -972 -7%
MIP
2042
Marietta Investment Partners
Wisconsin
$369K – – –
PAG
2043
Poinciana Advisors Group
Florida
$369K +$4K +145 +1%
GFPC
2044
Global Financial Private Client
Florida
$369K +$3.83K +139 +1%
MAM
2045
MWA Asset Management
Massachusetts
$368K +$13.6K +492 +4%
PAG
2046
Powers Advisory Group
Illinois
$367K +$7.69K +279 +2%
RA
2047
Riversedge Advisors
Delaware
$367K +$20.9K +757 +6%
GAM
2048
Gemmer Asset Management
California
$367K +$103K +3,738 +42%
PWM
2049
Paulson Wealth Management
Illinois
$366K +$22.3K +809 +7%
MWM
2050
Maridea Wealth Management
New York
$366K -$205K -7,457 -37%
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