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Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
2026
World Investment Advisors
California
$712K -$33K -122 -5%
SAG
2027
Spotlight Asset Group
Illinois
$711K -$40.1K -148 -5%
MWM
2028
Mattern Wealth Management
Kansas
$711K – – –
HIM
2029
Hillsdale Investment Management
Ontario, Canada
$710K +$5.42K +20 +0.8%
RCC
2030
Red Cedar Capital
Nebraska
$709K – – –
RZH
2031
Relyea Zuckerberg Hanson
Connecticut
$709K +$8.4K +31 +1%
HSA
2032
Hussman Strategic Advisors
Maryland
$708K -$2.09M -7,700 -75%
CA
2033
Capital Advantage
California
$708K +$4.61K +17 +0.7%
FP
2034
Foundry Partners
Minnesota
$706K -$47.4K -175 -6%
VR
2035
Viridian RIA
Washington
$705K – – –
WCM
2036
Windsor Capital Management
Arizona
$703K -$32.8K -121 -5%
ITIM
2037
Indiana Trust & Investment Management
Indiana
$702K – – –
CFFP
2038
Center for Financial Planning
Michigan
$698K +$12.5K +46 +2%
MWC
2039
MBM Wealth Consultants
Missouri
$697K +$8.67K +32 +1%
BG
2040
Berry Group
Massachusetts
$695K +$271 +1 +0%
NVIM
2041
New Vernon Investment Management
Illinois
$694K – – –
OIA
2042
Optimum Investment Advisors
Illinois
$693K -$183K -677 -21%
AWM
2043
Absher Wealth Management
North Carolina
$689K -$8.67K -32 -1%
NFSG
2044
Newbridge Financial Services Group
Florida
$689K +$672K +2,482 New
WG
2045
Watchman Group
Texas
$688K – – –
OFG
2046
Oxford Financial Group
Indiana
$685K -$45K -166 -6%
CAS
2047
Cascadia Advisory Services
Oregon
$684K +$16.5K +61 +3%
FIM
2048
Fernwood Investment Management
Massachusetts
$683K +$406K +1,500 +156%
LA
2049
Lynch & Associates
Indiana
$680K -$108K -400 -14%
CTI
2050
Community Trust & Investment
Kentucky
$679K -$33K -122 -5%
80 81
82
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