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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2026
Mascoma Wealth Management
New Hampshire
$117K +$30.2K +845 +42%
CAC
2027
Certified Advisory Corp
Florida
$116K +$109K +3,055 New
GF
2028
Goodman Financial
Texas
$115K +$107K +3,000 New
HFM
2029
Hartford Financial Management
Connecticut
$112K +$10.7K +300 +11%
SA
2030
SRH Advisors
Kansas
$111K
RCG
2031
Ruggie Capital Group
Florida
$110K
BC
2032
Barnett & Company
Tennessee
$108K -$14.6K -409 -13%
KTM
2033
Keeler Thomas Management
Utah
$108K +$102K +2,844 New
FMP
2034
Financial Management Professionals
Texas
$106K
BWP
2035
Baldwin Wealth Partners
Massachusetts
$106K +$29.6K +829 +43%
AIM
2036
Arcadia Investment Management
Michigan
$104K
HSA
2037
Hussman Strategic Advisors
Maryland
$96K -$1.79M -50,000 -95%
FMTCOCP
2038
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$93.3K +$9.29K +260 +12%
EARNEST Partners
2039
EARNEST Partners
Georgia
$92K +$85.5K +2,393 New
MWM
2040
MinichMacGregor Wealth Management
New York
$88K +$322 +9 +0.4%
WA
2041
Winfield Associates
Ohio
$82K +$5.18K +145 +7%
VCM
2042
Versant Capital Management
Arizona
$81K +$17.5K +489 +30%
DOA
2043
D'Orazio & Associates
Virginia
$74K
CC
2044
Claybrook Capital
Massachusetts
$71K +$66.1K +1,850 New
PAM
2045
Paradigm Asset Management
New York
$67K +$62.5K +1,750 New
CA
2046
Crewe Advisors
Utah
$67K +$62.4K +1,748 New
MIHAS
2047
Maj Invest Holding A/S
Denmark
$64K
HL
2048
Harding Loevner
New Jersey
$60K
SPI
2049
Santori & Peters Inc
Pennsylvania
$57K +$51.7K +1,448 New
GTAM
2050
Global Trust Asset Management
Florida
$57K +$53.4K +1,495 New