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Name Holding Trade Value Shares
Change
Change in
Stake
CCC
2026
Chelsea Counsel Company
California
$59.8K – – –
HFS
2027
Hopwood Financial Services
Virginia
$59.3K +$20.6K +66 +43%
AWM
2028
Activest Wealth Management
Florida
$59K +$36.1K +116 +115%
Bell Investment Advisors
2029
Bell Investment Advisors
California
$57.9K +$623 +2 +0.9%
WAS
2030
Winch Advisory Services
Wisconsin
$57.7K +$311 +1 +0.5%
CIA
2031
Cape Investment Advisory
Georgia
$55.2K +$1.24K +4 +2%
Harel Insurance Investments & Financial Services
2032
Harel Insurance Investments & Financial Services
Israel
$55K +$62.9K +202 New
WA
2033
Whipplewood Advisors
Colorado
$54.9K +$5.17M +16,616 +4,073%
Stonebridge Financial Group (Pennsylvania)
2034
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$54.6K +$1.56K +5 +3%
SC
2035
Stephens Consulting
Michigan
$54.4K -$3.42K -11 -5%
VWWMG
2036
Vermillion & White Wealth Management Group
Pennsylvania
$54.4K +$62.3K +200 New
CA
2037
Centerpoint Advisors
Massachusetts
$52K -$17.1K -55 -22%
CWM
2038
Cedar Wealth Management
California
$50.8K – – –
C
2039
Covestor
United Kingdom
$50K +$3.42K +11 +6%
FWA
2040
Flagship Wealth Advisors
Massachusetts
$48.9K +$31.1K +100 +125%
DF
2041
Dunhill Financial
United Kingdom
$48K -$5.92K -19 -10%
CCM
2042
Cloud Capital Management
Washington
$47K +$53.9K +173 New
ORG Wealth Partners
2043
ORG Wealth Partners
Texas
$46.5K -$59.5K -191 -53%
SJS Investment Consulting
2044
SJS Investment Consulting
Ohio
$46.5K +$4.05K +13 +8%
Loomis, Sayles & Company
2045
Loomis, Sayles & Company
Massachusetts
$46K -$29K -93 -35%
PSFG
2046
Park Square Financial Group
Georgia
$45.1K -$311 -1 -0.6%
WCM
2047
Westend Capital Management
California
$45.1K +$51.7K +166 New
HB
2048
Horizon Bancorp
Indiana
$45K +$21.2K +68 +70%
SN
2049
Sittner & Nelson
Oregon
$44.9K – – –
VWA
2050
Valued Wealth Advisors
Utah
$44.6K – – –