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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
2026
Capstone Financial Group
Oklahoma
$72K +$29.7K +100 +50%
FRA
2027
Front Row Advisors
California
$71K +$47.9K +161 +163%
VCM
2028
Vigilant Capital Management
Maine
$70K -$72.2K -243 -46%
CAL
2029
Capital Advisors Ltd
Ohio
$70K – – –
CCA
2030
Column Capital Advisors
Indiana
$69K +$14.3K +48 +20%
CYG
2031
Clean Yield Group
Vermont
$69K +$61.5K +207 +259%
FGAM
2032
Financial Gravity Asset Management
Texas
$65.3K -$161K -541 -40%
LWM
2033
Liberty Wealth Management
California
$65K -$33.9K -114 -30%
AWM
2034
AllSquare Wealth Management
New York
$61K – – –
ST
2035
Sageworth Trust
Pennsylvania
$60K – – –
HR
2036
Howe & Rusling
New York
$57K +$34.5K +116 +97%
KFS
2037
Kelly Financial Services
Massachusetts
$57K -$16.6K -56 -19%
VEA
2038
Virtus ETF Advisers
New York
$53K +$10.4K +35 +19%
JWM
2039
Janiczek Wealth Management
Colorado
$52K – – –
TF
2040
TimeScale Financial
Massachusetts
$50K – – –
CDIA
2041
Capital Directions Investment Advisors
Georgia
$48K – – –
HWM
2042
HighMark Wealth Management
Minnesota
$48K – – –
CFD
2043
Creative Financial Designs
Indiana
$48K +$59.2K +199 New
BHWM
2044
Bay Harbor Wealth Management
Maryland
$47K +$6.84K +23 +13%
CFFP
2045
Center for Financial Planning
Michigan
$47K +$31.5K +106 +119%
DCM
2046
Davis Capital Management
Florida
$47K +$57.4K +193 New
HDIM
2047
Hanson & Doremus Investment Management
Vermont
$46K – – –
SCA
2048
Stuart Chaussee & Associates
California
$45K +$47K +158 +585%
MHR
2049
Matthew Hamilton Rosenberg
$45K +$55.3K +186 New
KIG
2050
Kessler Investment Group
Indiana
$44K -$25K -84 -32%
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