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Name Holding Trade Value Shares
Change
Change in
Stake
BL
2026
Balentine LLC
Georgia
$22K +$6.05K +95 +41%
RWM
2027
Raffa Wealth Management
District of Columbia
$21.2K – – –
BCM
2028
Brasada Capital Management
Texas
$21K +$19.4K +305 New
SWM
2029
Selective Wealth Management
Virginia
$21K +$19.4K +305 New
RFWA
2030
RPg Family Wealth Advisory
Massachusetts
$20.1K -$14.8K -232 -44%
MIM
2031
Macroview Investment Management
Maryland
$20K – – –
MUS
2032
Mitsubishi UFJ Securities
Japan
$19K – – –
TDC
2033
Thompson Davis & Co
Virginia
$18K – – –
WCAMG
2034
Woodard & Company Asset Management Group
North Carolina
$18K – – –
Financial Engines Advisors
2035
Financial Engines Advisors
California
$18K +$16.9K +265 New
KL
2036
KWMG LLC
Kansas
$17K +$64 +1 +0.4%
HS
2037
Horan Securities
United States
$16K – – –
OWA
2038
One Wealth Advisors
California
$16K +$1.34K +21 +10%
CIM
2039
Contravisory Investment Management
Massachusetts
$16K +$15.2K +239 New
RBC
2040
Roble Belko & Company
Pennsylvania
$14K – – –
AWMS
2041
Advocacy Wealth Management Services
Georgia
$14K +$13.3K +208 New
SCA
2042
Stuart Chaussee & Associates
California
$13K – – –
CWSR
2043
Chessman Wealth Strategies RIA
Texas
$13K +$11.9K +187 New
SWP
2044
Strategic Wealth Partners
Ohio
$11K – – –
FL
2045
Fort LP
Maryland
$9K +$8.79K +138 New
BSG
2046
Black Swift Group
Colorado
$7K +$6.18K +97 New
AS
2047
Altshuler Shaham
Israel
$7K +$6.75K +106 New
IAS
2048
IMA Advisory Services
Colorado
$6K +$510 +8 +10%
BC
2049
Barnett & Company
Tennessee
$5K -$118K -1,846 -96%
CI
2050
CX Institutional
Indiana
$4K – – –