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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
2026
Klingman & Associates
New York
$516K +$11.9K +253 +2%
EHWM
2027
Eads & Heald Wealth Management
Georgia
$516K -$78.3K -1,669 -12%
CFFP
2028
Center for Financial Planning
Michigan
$516K +$13K +277 +2%
RWP
2029
Ridgecrest Wealth Partners
California
$516K +$28.1K +600 +5%
WA
2030
Wealth Architects
California
$515K -$15.3K -326 -3%
FPB
2031
First PREMIER Bank
South Dakota
$514K -$4.22K -90 -0.7%
OFS
2032
OMC Financial Services
New York
$514K – – –
CSPIA
2033
Cary Street Partners Investment Advisory
Virginia
$513K +$48.6K +1,036 +9%
IAS
2034
Integrity Advisory Solutions
Texas
$513K +$359K +7,650 +171%
LBC
2035
Leigh Baldwin & Co
New York
$513K +$11.2K +238 +2%
TWM
2036
Trueblood Wealth Management
Ohio
$512K -$6.66K -142 -1%
CA
2037
Cresta Advisors
Texas
$509K – – –
DT
2038
DV Trading
Illinois
$509K +$563K +12,011 New
VIS
2039
Vega Investment Solutions
France
$508K +$526K +11,208 +1,403%
CIA
2040
Compass Ion Advisors
Pennsylvania
$508K +$13.5K +287 +2%
BFG
2041
Bouchey Financial Group
New York
$506K -$73.7K -1,571 -12%
HP
2042
Holistic Planning
Texas
$505K -$28.1K -598 -5%
ECA
2043
Elevated Capital Advisors
Utah
$505K -$579K -12,332 -51%
BCFD
2044
Boit C.F. David
$504K – – –
HVIA
2045
Hudson Valley Investment Advisors
New York
$503K -$938 -20 -0.2%
VIPI
2046
Vista Investment Partners II
Indiana
$502K -$188 -4 -0%
MSWM
2047
Master's Wealth Management
Pennsylvania
$501K +$14K +299 +3%
BS
2048
Banco Santander
Spain
$501K +$149K +3,175 +37%
IWA
2049
Invera Wealth Advisors
Oregon
$500K +$59K +1,258 +12%
GPA
2050
Garrison Point Advisors
California
$500K -$4.41K -94 -0.8%
80 81
82
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