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Name Holding Trade Value Shares
Change 		Change in
Stake
ME
2026
McIlrath & Eck
Washington
$17.1K -$7.2K -100 -30%
CCMW
2027
Cypress Capital Management (Wyoming)
Wyoming
$17.1K – – –
FA
2028
Financial Avengers
California
$17K – – –
HWP
2029
Highline Wealth Partners
California
$17K +$16.9K +234 New
STB
2030
S&T Bank
Pennsylvania
$16.7K +$16.5K +229 New
T
2031
Transce3nd
Texas
$16.4K -$16.5K -229 -50%
MHR
2032
Matthew Hamilton Rosenberg
$16K -$9.87K -137 -38%
CTWM
2033
Cherry Tree Wealth Management
Minnesota
$16K – – –
CWM
2034
CarsonAllaria Wealth Management
Illinois
$15.7K – – –
EWM
2035
Evermay Wealth Management
Virginia
$15.6K – – –
FNWA
2036
Financial Network Wealth Advisors
Utah
$15.3K +$1.66K +23 +12%
CB
2037
CNB Bank
Pennsylvania
$14.9K – – –
BT
2038
Banque Transatlantique
France
$14.9K +$10.8K +150 +273%
T
2039
Tidemark
California
$14.8K – – –
FC
2040
Fairscale Capital
New Hampshire
$14.7K +$14.6K +202 New
AF
2041
Aviso Financial
Ontario, Canada
$14.6K – – –
FGAM
2042
Financial Gravity Asset Management
Texas
$14.6K +$14.4K +200 New
MIFH
2043
Migdal Insurance & Financial Holdings
Israel
$14K +$13.4K +186 New
TFM
2044
TFC Financial Management
Massachusetts
$13.9K +$2.16K +30 +19%
Q1WB
2045
Quest 10 Wealth Builders
Virginia
$13.5K +$4.18K +58 +46%
UCB
2046
United Community Bank
South Carolina
$13.1K +$13K +180 New
BGC
2047
Beutel, Goodman & Co
Ontario, Canada
$13K +$13.7K +190 New
VWM
2048
Vermillion Wealth Management
Minnesota
$12.8K – – –
DIP
2049
DT Investment Partners
Pennsylvania
$12.6K – – –
RFG
2050
REAP Financial Group
Texas
$11.5K +$2.09K +29 +22%
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82
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