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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
2026
Cribstone Capital Management
Maine
$60K -$173K -786 -76%
IRC
2027
Investors Research Corp
Georgia
$60K
CWM
2028
Cranbrook Wealth Management
Michigan
$59K
PHK
2029
Point72 Hong Kong
Hong Kong
$59K +$54K +245 New
GG
2030
Gleason Group
Kentucky
$58K +$52.9K +240 New
TT
2031
TI-Trust
Illinois
$58K +$53.1K +241 New
SIS
2032
Sound Income Strategies
Florida
$57K
SWM
2033
Sugarloaf Wealth Management
Georgia
$57K +$52.5K +238 New
CA
2034
Crewe Advisors
Utah
$53K
AJ
2035
Ashburton (Jersey)
Jersey
$50K -$4.19K -19 -8%
IA
2036
IndexIQ Advisors
New York
$50K +$45.6K +207 New
EWM
2037
Edge Wealth Management
New York
$48K
TIM
2038
Tortoise Investment Management
New York
$48K
FPS
2039
Fieldpoint Private Securities
Connecticut
$48K +$3.75K +17 +9%
MWA
2040
Moser Wealth Advisors
Washington
$48K +$44.1K +200 New
SC
2041
Solstein Capital
California
$48K +$44.3K +201 New
BC
2042
Barnett & Company
Tennessee
$47K +$41.7K +189 +4,725%
CG
2043
Cutler Group
California
$44K -$491K -2,227 -92%
1IA
2044
1834 Investment Advisors
Wisconsin
$43K
AS
2045
Altshuler Shaham
Israel
$42K +$27.8K +126 +274%
ST
2046
Sageworth Trust
Pennsylvania
$42K +$38.6K +175 New
BCI
2047
Brinker Capital Investments
Pennsylvania
$38K +$22K +100 +175%
IF
2048
Ironwood Financial
Arizona
$36K
BC
2049
Belmont Capital
California
$36K +$33.1K +150 New
MSFP
2050
Mark Sheptoff Financial Planning
Connecticut
$34K