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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2026
Affiance Financial
Minnesota
$61K +$62.8K +517 New
PP
2027
PFS Partners
New Jersey
$60.8K +$365 +3 +0.6%
OSNBOA
2028
Old Second National Bank of Aurora
Illinois
$59.2K +$54.9K +452 +904%
FCMT
2029
Founders Capital Management (Texas)
Texas
$59K – – –
ACM
2030
Antonetti Capital Management
Florida
$57.2K – – –
VF
2031
VitalStone Financial
Texas
$57K +$58K +477 New
CIM
2032
Chiron Investment Management
New York
$56.9K -$6.68K -55 -10%
KFA
2033
Kelleher Financial Advisors
New York
$53.2K +$54.8K +451 New
TVWM
2034
Tower View Wealth Management
Wisconsin
$53K +$122 +1 +0.2%
GFPC
2035
Global Financial Private Client
Florida
$52.4K – – –
CSWM
2036
Cassady Schiller Wealth Management
Ohio
$51.7K +$53.2K +438 New
WWM
2037
Wolff Wiese Magana
California
$45.3K -$66.7K -549 -59%
CPFP
2038
Clear Perspectives Financial Planning
Ohio
$44.5K +$365 +3 +0.8%
BHWM
2039
Bay Harbor Wealth Management
Maryland
$44K -$122 -1 -0.3%
CWM
2040
Cranbrook Wealth Management
Michigan
$43.7K – – –
FCA
2041
Fortis Capital Advisors
Kansas
$43.1K +$44.4K +365 New
FPFS
2042
First Personal Financial Services
North Carolina
$41.3K -$41.4K -341 -49%
CYG
2043
Clean Yield Group
Vermont
$40.7K +$41.9K +345 New
TFA
2044
Toth Financial Advisory
Virginia
$40K – – –
TCA
2045
Trifecta Capital Advisors
Illinois
$37.3K +$38.4K +316 New
PP
2046
PrairieView Partners
Minnesota
$37K – – –
AP
2047
Arlington Partners
Alabama
$35.9K – – –
PFC
2048
Phocas Financial Corp
California
$35.4K +$36.5K +300 New
MWM
2049
Mascoma Wealth Management
New Hampshire
$35.2K -$109K -896 -75%
DWA
2050
Delos Wealth Advisors
Texas
$35.1K – – –
80 81
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83 84