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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2026
Pacifica Partners
Canada
$95K +$11.3K +38 +12%
NO
2027
Ninety One
South Africa
$84K +$100K +337 New
IBOK
2028
Independence Bank of Kentucky
Kentucky
$79K +$11.9K +40 +14%
GWMIA
2029
Global Wealth Management Investment Advisory
Florida
$77K +$14.9K +50 +19%
BCM
2030
Blume Capital Management
California
$72K – – –
HCM
2031
Highlander Capital Management
New Jersey
$72K – – –
CFG
2032
Capstone Financial Group
Oklahoma
$72K +$29.7K +100 +50%
FRA
2033
Front Row Advisors
California
$71K +$47.9K +161 +163%
VCM
2034
Vigilant Capital Management
Maine
$70K -$72.2K -243 -46%
CAL
2035
Capital Advisors Ltd
Ohio
$70K – – –
CCA
2036
Column Capital Advisors
Indiana
$69K +$14.3K +48 +20%
CYG
2037
Clean Yield Group
Vermont
$69K +$61.5K +207 +259%
LWM
2038
Liberty Wealth Management
California
$65K -$33.9K -114 -30%
AWM
2039
AllSquare Wealth Management
New York
$61K – – –
ST
2040
Sageworth Trust
Pennsylvania
$60K – – –
HR
2041
Howe & Rusling
New York
$57K +$34.5K +116 +97%
KFS
2042
Kelly Financial Services
Massachusetts
$57K -$16.6K -56 -19%
VEA
2043
Virtus ETF Advisers
New York
$53K +$10.4K +35 +19%
JWM
2044
Janiczek Wealth Management
Colorado
$52K – – –
TF
2045
TimeScale Financial
Massachusetts
$50K – – –
CDIA
2046
Capital Directions Investment Advisors
Georgia
$48K – – –
HWM
2047
HighMark Wealth Management
Minnesota
$48K – – –
CFD
2048
Creative Financial Designs
Indiana
$48K +$59.2K +199 New
BHWM
2049
Bay Harbor Wealth Management
Maryland
$47K +$6.84K +23 +13%
CFFP
2050
Center for Financial Planning
Michigan
$47K +$31.5K +106 +119%
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