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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2026
Accel Wealth Management
Iowa
$74K -$4.83K -21 -6%
HC
2027
Hoese & Co
Minnesota
$74K -$4.6K -20 -5%
FMTCOCP
2028
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$74K
SFP
2029
Sterling Financial Planning
New Jersey
$74K
LWA
2030
Lenox Wealth Advisors
New York
$74K +$9.21K +40 +13%
CCA
2031
Catalyst Capital Advisors
New York
$73K -$2.99K -13 -4%
AIC
2032
Archer Investment Corporation
Indiana
$70.4K
FFA
2033
Freedman Financial Associates
Massachusetts
$69K
POIA
2034
Pin Oak Investment Advisors
Texas
$69K
GG
2035
Gleason Group
Kentucky
$68K +$460 +2 +0.6%
FWM
2036
Filbrandt Wealth Management
Wisconsin
$67K +$921 +4 +1%
APC
2037
Aspire Private Capital
North Carolina
$66K -$4.37K -19 -6%
AW
2038
Avion Wealth
Texas
$65K
Nisa Investment Advisors
2039
Nisa Investment Advisors
Missouri
$64.5K -$850K -3,692 -1%
TIM
2040
Tortoise Investment Management
New York
$64K
EARNEST Partners
2041
EARNEST Partners
Georgia
$60K
KA
2042
Kozak & Associates
Colorado
$59K +$65.1K +283 New
TAM
2043
Tucker Asset Management
Colorado
$57.5K +$20.7K +90 +48%
CT
2044
Clearstead Trust
Maine
$57K
CWM
2045
Cranbrook Wealth Management
Michigan
$57K +$5.75K +25 +10%
SC
2046
Solstein Capital
California
$56K
RWM
2047
Raffa Wealth Management
District of Columbia
$55.5K +$460 +2 +0.8%
KIG
2048
Kowal Investment Group
Wisconsin
$54K +$58.7K +255 New
AFS
2049
Annapolis Financial Services
Maryland
$53K
DWMG
2050
DB Wealth Management Group
California
$53K