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Target
TGT

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2026
Edge Wealth Management
New York
$109K +$7.29K +30 +7%
CWA
2027
Clearview Wealth Advisors
Oregon
$108K +$2.19K +9 +2%
SC
2028
Stephens Consulting
Michigan
$107K +$113K +464 New
CFFP
2029
Center for Financial Planning
Michigan
$107K -$243 -1 -0.2%
GC
2030
Garde Capital
Washington
$106K +$111K +457 New
AWM
2031
AllSquare Wealth Management
New York
$105K -$9.73K -40 -8%
TFA
2032
Toth Financial Advisory
Virginia
$105K – – –
KC
2033
Knuff & Co
California
$104K – – –
RIA
2034
Richwood Investment Advisors
Ohio
$103K +$109K +447 New
PH
2035
Pinnacle Holdings
Oklahoma
$103K +$108K +445 New
AAP
2036
Arax Advisory Partners
Colorado
$102K -$7.05K -29 -6%
ME
2037
McIlrath & Eck
Washington
$99K – – –
TLCM
2038
Twin Lakes Capital Management
California
$98K – – –
SIS
2039
Sound Income Strategies
Florida
$98K +$11.2K +46 +12%
HIM
2040
Hillsdale Investment Management
Ontario, Canada
$97K -$19.2K -79 -16%
SC
2041
Sierra Capital
Florida
$94K +$98.5K +405 New
LWP
2042
Laurel Wealth Planning
Minnesota
$93K – – –
SFPG
2043
Stonebridge Financial Planning Group
Florida
$89K – – –
BHWM
2044
Bay Harbor Wealth Management
Maryland
$88K +$19.2K +79 +23%
WAS
2045
Winch Advisory Services
Wisconsin
$87K +$243 +1 +0.3%
BA
2046
Bellwether Advisors
Nebraska
$86K +$90K +370 +7,400%
CCC
2047
Crescent Capital Consulting
Louisiana
$85K – – –
HWM
2048
HighMark Wealth Management
Minnesota
$82K +$243 +1 +0.3%
WAM
2049
WFA Asset Management
Wisconsin
$79.4K +$83.4K +343 New
FPB
2050
First PREMIER Bank
South Dakota
$76K -$18.2K -75 -19%
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83 84