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Name Holding Trade Value Shares
Change 		Change in
Stake
TF
2026
TimeScale Financial
Massachusetts
$66.1K +$122 +1 +0.2%
MS
2027
Madden Securities
Texas
$64.9K +$66.9K +550 New
FWM
2028
Focused Wealth Management
New York
$62.5K – – –
AWM
2029
Abound Wealth Management
Tennessee
$62.2K +$6.08K +50 +10%
AF
2030
Affiance Financial
Minnesota
$61K +$62.8K +517 New
PP
2031
PFS Partners
New Jersey
$60.8K +$365 +3 +0.6%
OSNBOA
2032
Old Second National Bank of Aurora
Illinois
$59.2K +$54.9K +452 +904%
FCMT
2033
Founders Capital Management (Texas)
Texas
$59K – – –
ACM
2034
Antonetti Capital Management
Florida
$57.2K – – –
VF
2035
VitalStone Financial
Texas
$57K +$58K +477 New
CIM
2036
Chiron Investment Management
New York
$56.9K -$6.68K -55 -10%
CMP
2037
Coston McIsaac & Partners
Maine
$56K – – –
KFA
2038
Kelleher Financial Advisors
New York
$53.2K +$54.8K +451 New
TVWM
2039
Tower View Wealth Management
Wisconsin
$53K +$122 +1 +0.2%
GFPC
2040
Global Financial Private Client
Florida
$52.4K – – –
CSWM
2041
Cassady Schiller Wealth Management
Ohio
$51.7K +$53.2K +438 New
WWM
2042
Wolff Wiese Magana
California
$45.3K -$66.7K -549 -59%
CPFP
2043
Clear Perspectives Financial Planning
Ohio
$44.5K +$365 +3 +0.8%
BHWM
2044
Bay Harbor Wealth Management
Maryland
$44K -$122 -1 -0.3%
CWM
2045
Cranbrook Wealth Management
Michigan
$43.7K – – –
FCA
2046
Fortis Capital Advisors
Kansas
$43.1K +$44.4K +365 New
FPFS
2047
First Personal Financial Services
North Carolina
$41.3K -$41.4K -341 -49%
CYG
2048
Clean Yield Group
Vermont
$40.7K +$41.9K +345 New
TFA
2049
Toth Financial Advisory
Virginia
$40K – – –
TCA
2050
Trifecta Capital Advisors
Illinois
$37.3K +$38.4K +316 New
80 81
82
83 84