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Name Holding Trade Value Shares
Change
Change in
Stake
MUS
2026
Mitsubishi UFJ Securities
Japan
$19K
TDC
2027
Thompson Davis & Co
Virginia
$18K
WCAMG
2028
Woodard & Company Asset Management Group
North Carolina
$18K
Financial Engines Advisors
2029
Financial Engines Advisors
California
$18K +$16.9K +265 New
KL
2030
KWMG LLC
Kansas
$17K +$64 +1 +0.4%
HS
2031
Horan Securities
United States
$16K
OWA
2032
One Wealth Advisors
California
$16K +$1.34K +21 +10%
CIM
2033
Contravisory Investment Management
Massachusetts
$16K +$15.2K +239 New
RBC
2034
Roble Belko & Company
Pennsylvania
$14K
AWMS
2035
Advocacy Wealth Management Services
Georgia
$14K +$13.3K +208 New
SCA
2036
Stuart Chaussee & Associates
California
$13K
CWSR
2037
Chessman Wealth Strategies RIA
Texas
$13K +$11.9K +187 New
SWP
2038
Strategic Wealth Partners
Ohio
$11K
FL
2039
Fort LP
Maryland
$9K +$8.79K +138 New
BSG
2040
Black Swift Group
Colorado
$7K +$6.18K +97 New
AS
2041
Altshuler Shaham
Israel
$7K +$6.75K +106 New
IAS
2042
IMA Advisory Services
Colorado
$6K +$510 +8 +10%
BC
2043
Barnett & Company
Tennessee
$5K -$118K -1,846 -96%
CI
2044
CX Institutional
Indiana
$4K
LFG
2045
LifePlan Financial Group
Ohio
$4K
HH
2046
HWG Holdings
Texas
$4K +$4.14K +65 New
WKWM
2047
Walter & Keenan Wealth Management
Indiana
$3.02K
AMCA
2048
Arthur M. Cohen & Associates
Illinois
$3.01K
ST
2049
Somerset Trust
Pennsylvania
$2K +$1.59K +25 New
CIR
2050
Clear Investment Research
Georgia
$2K +$1.72K +27 New