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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
2026
Lenox Wealth Management
Ohio
$118K -$35.2K -985 -24%
MWM
2027
Mascoma Wealth Management
New Hampshire
$117K +$30.2K +845 +42%
CAC
2028
Certified Advisory Corp
Florida
$116K +$109K +3,055 New
GF
2029
Goodman Financial
Texas
$115K +$107K +3,000 New
HFM
2030
Hartford Financial Management
Connecticut
$112K +$10.7K +300 +11%
SA
2031
SRH Advisors
Kansas
$111K – – –
RCG
2032
Ruggie Capital Group
Florida
$110K – – –
BC
2033
Barnett & Company
Tennessee
$108K -$14.6K -409 -13%
KTM
2034
Keeler Thomas Management
Utah
$108K +$102K +2,844 New
FMP
2035
Financial Management Professionals
Texas
$106K – – –
BWP
2036
Baldwin Wealth Partners
Massachusetts
$106K +$29.6K +829 +43%
AIM
2037
Arcadia Investment Management
Michigan
$104K – – –
HSA
2038
Hussman Strategic Advisors
Maryland
$96K -$1.79M -50,000 -95%
FMTCOCP
2039
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$93.3K +$9.29K +260 +12%
EARNEST Partners
2040
EARNEST Partners
Georgia
$92K +$85.5K +2,393 New
MWM
2041
MinichMacGregor Wealth Management
New York
$88K +$322 +9 +0.4%
WA
2042
Winfield Associates
Ohio
$82K +$5.18K +145 +7%
VCM
2043
Versant Capital Management
Arizona
$81K +$17.5K +489 +30%
DOA
2044
D'Orazio & Associates
Virginia
$74K – – –
CC
2045
Claybrook Capital
Massachusetts
$71K +$66.1K +1,850 New
PAM
2046
Paradigm Asset Management
New York
$67K +$62.5K +1,750 New
CA
2047
Crewe Advisors
Utah
$67K +$62.4K +1,748 New
MIHAS
2048
Maj Invest Holding A/S
Denmark
$64K – – –
HL
2049
Harding Loevner
New Jersey
$60K – – –
SPI
2050
Santori & Peters Inc
Pennsylvania
$57K +$51.7K +1,448 New