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NOW

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
2026
Center for Financial Planning
Michigan
$152K – – –
SWM
2027
SHP Wealth Management
Massachusetts
$150K +$168K +980 New
WC
2028
Wexford Capital
Florida
$149K -$48.9K -285 -23%
DMIC
2029
Dixon Mitchell Investment Counsel
British Columbia, Canada
$147K +$165K +960 New
OP
2030
ORG Partners
Indiana
$145K -$2.4K -14 -1%
PWAM
2031
Private Wealth Asset Management
Iowa
$145K -$29.2K -170 -15%
AA
2032
Addison Advisors
Vermont
$143K +$5.49K +32 +4%
TFM
2033
TFC Financial Management
Massachusetts
$133K -$64.3K -375 -30%
QL
2034
Quarry LP
New York
$132K -$90.6K -528 -38%
IRC
2035
Investors Research Corp
Georgia
$131K – – –
BCWM
2036
Bartlett & Co Wealth Management
Ohio
$130K -$36K -210 -20%
EFMH
2037
E Fund Management (HK)
Hong Kong
$129K -$211K -1,228 -53%
MA
2038
Montag & Associates
Georgia
$129K +$15.4K +90 +12%
CA
2039
CoreCap Advisors
Michigan
$127K -$31.7K -185 -18%
FMII
2040
Farmers & Merchants Investments Inc
Nebraska
$126K +$1.72K +10 +1%
BHWM
2041
Bay Harbor Wealth Management
Maryland
$124K +$30K +175 +28%
TCM
2042
TD Capital Management
Tennessee
$120K +$12K +70 +10%
SGK
2043
Steigerwald Gordon & Koch
Virginia
$119K +$8.58K +50 +7%
TCM
2044
Triumph Capital Management
Colorado
$119K +$133K +775 New
GIA
2045
GHP Investment Advisors
Colorado
$118K -$343 -2 -0.3%
SIC
2046
SJS Investment Consulting
Ohio
$116K +$47.2K +275 +57%
CAC
2047
Core Alternative Capital
Georgia
$116K +$96.9K +565 +297%
FFO
2048
Fortitude Family Office
Arizona
$115K +$47.2K +275 +58%
CAM
2049
Chesapeake Asset Management
New York
$115K +$129K +750 New
KFAS
2050
Keating Financial Advisory Services
Kansas
$114K +$127K +742 New
80 81
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