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Name Holding Trade Value Shares
Change
Change in
Stake
SC
2026
Solstein Capital
California
$47K
SWM
2027
Sugarloaf Wealth Management
Georgia
$47K
TIM
2028
Tortoise Investment Management
New York
$47K
GG
2029
Gleason Group
Kentucky
$46K
MLFP
2030
MPS Loria Financial Planners
Illinois
$45K +$43.4K +190 New
ST
2031
Sageworth Trust
Pennsylvania
$43K +$1.37K +6 +3%
1IA
2032
1834 Investment Advisors
Wisconsin
$42K
SQA
2033
Simon Quick Advisors
New Jersey
$41K -$31K -136 -44%
AFS
2034
Aft Forsyth & Sober
Florida
$41K +$39.9K +175 New
CCM
2035
Cribstone Capital Management
Maine
$40K +$3.42K +15 +10%
BC
2036
Belmont Capital
California
$35K
IF
2037
Ironwood Financial
Arizona
$35K
PW
2038
Price Wealth
Texas
$33K +$9.58K +42 +43%
HI
2039
Hoey Investments
Pennsylvania
$30K
EWM
2040
Elmwood Wealth Management
California
$29K +$3.19K +14 +13%
AS
2041
Altshuler Shaham
Israel
$28K +$2.74K +12 +11%
BDWM
2042
Brewin Dolphin Wealth Management
Ireland
$26.9K +$26K +114 New
CFG
2043
CKW Financial Group
Hawaii
$26K
RTC
2044
Riverview Trust Company
Washington
$25K
DRS
2045
Deane Retirement Strategies
Louisiana
$24K
HF
2046
Halpern Financial
Virginia
$23.8K +$10.3K +45 +80%
LWM
2047
Lenox Wealth Management
Ohio
$23K -$112K -493 -83%
SFG
2048
Sowa Financial Group
Rhode Island
$22K
SL
2049
Savior LLC
Massachusetts
$22K +$5.02K +22 +31%
KFS
2050
Kelly Financial Services
Massachusetts
$21.8K