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Name Holding Trade Value Shares
Change
Change in
Stake
CA
2026
Crewe Advisors
Utah
$135K +$3.81K +15 +3%
CDIA
2027
Capital Directions Investment Advisors
Georgia
$135K +$24.4K +96 +24%
KIG
2028
Kowal Investment Group
Wisconsin
$135K +$126K +498 New
LCM
2029
Logan Capital Management
Pennsylvania
$134K +$30K +118 +31%
DWP
2030
Destiny Wealth Partners
Florida
$132K +$124K +487 New
CWP
2031
Concord Wealth Partners
Virginia
$128K -$144K -566 -54%
HIM
2032
Hillsdale Investment Management
Ontario, Canada
$127K +$7.62K +30 +7%
MWM
2033
Mascoma Wealth Management
New Hampshire
$127K +$119K +467 New
HDIM
2034
Hanson & Doremus Investment Management
Vermont
$126K +$3.81K +15 +3%
FM
2035
Freemont Management
Switzerland
$126K +$118K +463 New
JWM
2036
Jackson Wealth Management
Florida
$125K +$3.97M +15,640 +29%
SAM
2037
S.A. Mason
Michigan
$124K +$116K +458 New
CB
2038
Community Bank
New York
$123K
POIA
2039
Pin Oak Investment Advisors
Texas
$121K
APP
2040
Alpha Paradigm Partners
Illinois
$120K -$1.55M -6,113 -93%
MCM
2041
Manchester Capital Management
Vermont
$120K -$1.52K -6 -1%
CPC
2042
Consolidated Planning Corp
Georgia
$120K +$113K +444 New
EARNEST Partners
2043
EARNEST Partners
Georgia
$118K +$4.32K +17 +4%
LWA
2044
Lenox Wealth Advisors
New York
$118K +$71.1K +280 +181%
LPIC
2045
LeJeune Puetz Investment Counsel
Michigan
$118K +$110K +434 New
JFGIW
2046
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$116K -$17.8K -70 -14%
LJHT
2047
Laurie J. Hall Trustee
$113K
BIA
2048
Bell Investment Advisors
California
$113K +$106K +416 New
TFIPS
2049
Towarzystwo Funduszy Inwestycyjnych PZU SA
$111K
CYG
2050
Clean Yield Group
Vermont
$110K