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Name Holding Trade Value Shares
Change
Change in
Stake
HWA
2026
HHM Wealth Advisors
Tennessee
$132K – – –
JWA
2027
JFS Wealth Advisors
Pennsylvania
$129K – – –
CIA
2028
Cascade Investment Advisors
Oregon
$126K -$5.04K -15 -4%
AAP
2029
Arax Advisory Partners
Colorado
$123K -$6.72K -20 -5%
LC
2030
Lindbrook Capital
California
$117K +$10.1K +30 +10%
TSW
2031
Thompson Siegel & Walmsley
Virginia
$116K -$185K -550 -63%
CCA
2032
Column Capital Advisors
Indiana
$115K +$336 +1 +0.3%
SQA
2033
Simon Quick Advisors
New Jersey
$114K -$55.4K -165 -34%
AFM
2034
Abbot Financial Management
Massachusetts
$113K +$5.71K +17 +6%
AA
2035
AlphaMark Advisors
Kentucky
$112K – – –
FFC
2036
First Financial Corp
Indiana
$112K – – –
PK
2037
Pflug Koory
Nebraska
$111K -$1.01K -3 -0.9%
MLFP
2038
MPS Loria Financial Planners
Illinois
$109K – – –
PC
2039
Permanens Capital
New York
$106K – – –
CMA
2040
Cedar Mountain Advisors
Oregon
$103K – – –
AA
2041
Advisory Alpha
Michigan
$103K +$95.8K +285 New
PG
2042
Proffitt & Goodson
Tennessee
$98K – – –
RCA
2043
Ranch Capital Advisors
Florida
$97K -$42K -125 -31%
SLF
2044
Sun Life Financial
Ontario, Canada
$94K – – –
CFG
2045
Capstone Financial Group
Oklahoma
$94K +$21.2K +63 +32%
APWM
2046
Atlas Private Wealth Management
New York
$92K -$7.73K -23 -8%
AIL
2047
AGF Investments LLC
Ontario, Canada
$91K -$1.01M -2,996 -92%
VRM
2048
Vectors Research Management
New York
$91K – – –
IF
2049
Ironwood Financial
Arizona
$90K – – –
KCM
2050
Kathmere Capital Management
Pennsylvania
$89K +$84K +250 New