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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2026
Baldrige Asset Management
Pennsylvania
$35K – – –
LFG
2027
LifePlan Financial Group
Ohio
$35K – – –
ICM
2028
Islay Capital Management
Texas
$34K +$34.4K +265 New
BAM
2029
Bellevue Asset Management
Washington
$30K +$30.5K +235 New
AIM
2030
Arcadia Investment Management
Michigan
$28K – – –
CIAS
2031
CBIZ Investment Advisory Services
Ohio
$27K – – –
FQ
2032
First Quadrant
California
$27K – – –
HFS
2033
HBC Financial Services
Washington
$27K +$27.2K +209 New
EWM
2034
EPG Wealth Management
Georgia
$27K +$27.6K +212 New
LAS
2035
Lloyd Advisory Services
Georgia
$25K +$25.3K +195 New
JWM
2036
Janiczek Wealth Management
Colorado
$24K – – –
SIC
2037
Samalin Investment Counsel
New York
$24K +$24.4K +188 New
TCCM
2038
Timber Creek Capital Management
Massachusetts
$23K – – –
CWA
2039
Capital Wealth Alliance
Arizona
$21K +$20K +154 New
CQS
2040
Credential Qtrade Securities
$20.4K – – –
RFWA
2041
RPg Family Wealth Advisory
Massachusetts
$20.1K – – –
HCM
2042
Horrell Capital Management
Arkansas
$19K – – –
CP
2043
Corbenic Partners
Pennsylvania
$18K +$17.8K +137 New
EWA
2044
Evolution Wealth Advisors
Florida
$16K +$16.8K +129 New
TWP
2045
TFO Wealth Partners
Ohio
$16K +$17K +131 New
RWM
2046
Raffa Wealth Management
District of Columbia
$15.3K +$1.69K +13 +12%
H
2047
Hexavest
Quebec, Canada
$15K +$14.8K +114 New
FMP
2048
Financial Management Professionals
Texas
$13K – – –
MSFP
2049
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
MFT
2050
Moisand Fitzgerald Tamayo
Florida
$13K – – –
80 81
82
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