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Name Holding Trade Value Shares
Change
Change in
Stake
PG
2026
Proffitt & Goodson
Tennessee
$39K
AM
2027
Atwater Malick
Pennsylvania
$39K +$36.8K +103 New
AWM
2028
Avondale Wealth Management
Texas
$38K -$3.58K -10 -9%
AIM
2029
Arcadia Investment Management
Michigan
$38K
FA
2030
Fortis Advisors
Pennsylvania
$38K
IFA
2031
Interactive Financial Advisors
Illinois
$38K
IF
2032
Ironwood Financial
Arizona
$38K
IWMA
2033
Ironwood Wealth Management (Arizona)
Arizona
$38K
SA
2034
SRH Advisors
Kansas
$38K
RFWA
2035
RPg Family Wealth Advisory
Massachusetts
$36.1K +$20K +56 +144%
1NWS
2036
1 North Wealth Services
Maryland
$32K +$30.4K +85 New
GWA
2037
Guidant Wealth Advisors
Illinois
$30K
HS
2038
Horan Securities
United States
$29K
BCM
2039
Blume Capital Management
California
$28K
EWM
2040
Elmwood Wealth Management
California
$25K +$357 +1 +2%
HCM
2041
Hilton Capital Management
New York
$24K
TFGT
2042
TS Financial Group (TSFG)
Illinois
$24K
PC
2043
Permanens Capital
New York
$22K +$2.86K +8 +16%
HWM
2044
Holloway Wealth Management
Florida
$19K
SJIM
2045
St. Johns Investment Management
Florida
$19K
MAM
2046
Marquette Asset Management
Minnesota
$18K
TAIM
2047
TD Ameritrade Investment Management
Nebraska
$17K -$20.4K -57 -56%
Kayne Anderson Rudnick Investment Management
2048
Kayne Anderson Rudnick Investment Management
California
$16K
DP
2049
Denver PWM
Colorado
$11.3K +$10.7K +30 New
RIA
2050
RPG Investment Advisory
California
$10K