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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2026
FCG Advisors
New Jersey
$715K +$135K +498 +24%
WIA
2027
World Investment Advisors
California
$712K -$33K -122 -5%
SAG
2028
Spotlight Asset Group
Illinois
$711K -$40.1K -148 -5%
MWM
2029
Mattern Wealth Management
Kansas
$711K – – –
HIM
2030
Hillsdale Investment Management
Ontario, Canada
$710K +$5.42K +20 +0.8%
RCC
2031
Red Cedar Capital
Nebraska
$709K – – –
RZH
2032
Relyea Zuckerberg Hanson
Connecticut
$709K +$8.4K +31 +1%
HSA
2033
Hussman Strategic Advisors
Maryland
$708K -$2.09M -7,700 -75%
CA
2034
Capital Advantage
California
$708K +$4.61K +17 +0.7%
FP
2035
Foundry Partners
Minnesota
$706K -$47.4K -175 -6%
VR
2036
Viridian RIA
Washington
$705K – – –
WCM
2037
Windsor Capital Management
Arizona
$703K -$32.8K -121 -5%
ITIM
2038
Indiana Trust & Investment Management
Indiana
$702K – – –
CFFP
2039
Center for Financial Planning
Michigan
$698K +$12.5K +46 +2%
MWC
2040
MBM Wealth Consultants
Missouri
$697K +$8.67K +32 +1%
BG
2041
Berry Group
Massachusetts
$695K +$271 +1 +0%
NVIM
2042
New Vernon Investment Management
Illinois
$694K – – –
OIA
2043
Optimum Investment Advisors
Illinois
$693K -$183K -677 -21%
AWM
2044
Absher Wealth Management
North Carolina
$689K -$8.67K -32 -1%
NFSG
2045
Newbridge Financial Services Group
Florida
$689K +$672K +2,482 New
WG
2046
Watchman Group
Texas
$688K – – –
OFG
2047
Oxford Financial Group
Indiana
$685K -$45K -166 -6%
CAS
2048
Cascadia Advisory Services
Oregon
$684K +$16.5K +61 +3%
FIM
2049
Fernwood Investment Management
Massachusetts
$683K +$406K +1,500 +156%
LA
2050
Lynch & Associates
Indiana
$680K -$108K -400 -14%
80 81
82
83 84