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Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
2026
Capital Advisors Ltd
Ohio
$63K +$40.6K +828 +202%
AI
2027
ArchPoint Investors
Florida
$62K – – –
HGWM
2028
Harvest Group Wealth Management
Massachusetts
$61K +$49 +1 +0.1%
VC
2029
Vestor Capital
Illinois
$60K -$29.9K -610 -34%
PC
2030
Permit Capital
Pennsylvania
$60K – – –
MI
2031
Markston International
New York
$59K +$5.34K +109 +10%
BC
2032
Barnett & Company
Tennessee
$58K – – –
KFS
2033
Kelly Financial Services
Massachusetts
$56.2K +$196 +4 +0.4%
CTB
2034
Country Trust Bank
Illinois
$55K +$51.2K +1,044 +2,320%
FA
2035
Financial Advantage
Maryland
$54K – – –
WAS
2036
Winch Advisory Services
Wisconsin
$53K +$3.19K +65 +7%
BL
2037
Balentine LLC
Georgia
$53K +$25.1K +512 +96%
IWA
2038
IBEX Wealth Advisors
New Jersey
$53K +$51.6K +1,052 New
CPA
2039
Cowen Prime Advisors
New York
$51K – – –
RCG
2040
Ruggie Capital Group
Florida
$51K – – –
CFG
2041
CKW Financial Group
Hawaii
$51K +$39.2K +800 +400%
LPWM
2042
Lake Point Wealth Management
Texas
$49K – – –
CH
2043
Canton Hathaway
Rhode Island
$48K +$21.1K +430 +83%
BAMG
2044
Brand Asset Management Group
Missouri
$46K -$39.2K -800 -47%
PCIA
2045
Prime Capital Investment Advisors
Kansas
$46K +$14.7K +300 +50%
BWA
2046
BDO Wealth Advisors
Florida
$45K -$66.1K -1,348 -61%
NL
2047
NVWM LLC
Pennsylvania
$45K -$49 -1 -0.1%
AA
2048
AlphaMark Advisors
Kentucky
$45K +$392 +8 +0.9%
FGAM
2049
Financial Gravity Asset Management
Texas
$45K +$6.81K +139 +19%
CFN
2050
Cordasco Financial Network
Florida
$42K -$10.5K -214 -21%
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