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Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
2026
Simon Quick Advisors
New Jersey
$37K +$6.69K +143 +22%
GT
2027
Glenmede Trust
Pennsylvania
$36.1K -$934K -19,964 -3%
QCIG
2028
Quad-Cities Investment Group
Iowa
$36K – – –
OFS
2029
Orrstown Financial Services
Pennsylvania
$35K +$24.2K +517 +231%
FGAM
2030
Financial Gravity Asset Management
Texas
$35K +$35K +748 New
MWC
2031
MBM Wealth Consultants
Missouri
$34K – – –
HR
2032
Howe & Rusling
New York
$33K -$39.3K -841 -54%
RAM
2033
Riggs Asset Management
Pennsylvania
$32K – – –
AWMS
2034
Advocacy Wealth Management Services
Georgia
$30K -$18.7K -400 -38%
CWM
2035
Cranbrook Wealth Management
Michigan
$28K – – –
SAM
2036
Shamrock Asset Management
Texas
$28K – – –
PCIA
2037
Prime Capital Investment Advisors
Kansas
$28K +$28.3K +605 New
BL
2038
Balentine LLC
Georgia
$25K -$6.41K -137 -20%
RWM
2039
Raffa Wealth Management
District of Columbia
$24.9K – – –
CWM
2040
Cedar Wealth Management
California
$24K – – –
CH
2041
Canton Hathaway
Rhode Island
$24K +$24.1K +515 New
LPC
2042
Loeb Partners Corp
New York
$19K -$271K -5,800 -94%
HS
2043
Horan Securities
United States
$19K -$17.1K -365 -48%
CAL
2044
Capital Advisors Ltd
Ohio
$19K – – –
HCM
2045
Horrell Capital Management
Arkansas
$17K – – –
TCM
2046
TD Capital Management
Tennessee
$17K – – –
FCT
2047
Family Capital Trust
Massachusetts
$16K – – –
WAS
2048
WESPAC Advisors SoCal
California
$15K – – –
CF
2049
Centaurus Financial
California
$14.7K +$842 +18 +3%
JAM
2050
JCIC Asset Management
Ontario, Canada
$14K – – –
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