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Name Holding Trade Value Shares
Change
Change in
Stake
CFS
2026
Commonwealth Financial Services
West Virginia
$46K -$17.5K -574 -27%
WAP
2027
Wealthcare Advisory Partners
Pennsylvania
$46K
CFN
2028
Cordasco Financial Network
Florida
$43K +$794 +26 +2%
LIM
2029
Lagoda Investment Management
New York
$40K -$8.09K -265 -17%
SHJ
2030
Sharkey, Howes & Javer
Colorado
$40K
CPP
2031
Crow Point Partners
Massachusetts
$33K -$45.1K -1,478 -58%
SAC
2032
Smith Affiliated Capital
New York
$32.5K
LGWM
2033
Litman Gregory Wealth Management
California
$32K
BIMC
2034
Benson Investment Management Company
Virginia
$32K +$32.2K +1,054 New
FAN
2035
Financial Advisors Network
California
$31.4K +$32.2K +1,056 New
SIM
2036
Sprucegrove Investment Management
Ontario, Canada
$29K -$276K -9,043 -91%
MAM
2037
Magellan Asset Management
Australia
$26K +$26.1K +854 New
BCI
2038
Brinker Capital Investments
Pennsylvania
$25K -$6.96K -228 -22%
JT
2039
Jump Trading
Illinois
$25K +$24.8K +813 New
IF
2040
Ironwood Financial
Arizona
$24K
WAS
2041
Winch Advisory Services
Wisconsin
$22K -$66.2K -2,167 -76%
CWM
2042
Cedar Wealth Management
California
$21K
CFD
2043
Creative Financial Designs
Indiana
$19K +$19.1K +624 New
MUS
2044
Mitsubishi UFJ Securities
Japan
$17K -$65.6K -2,150 -80%
GWA
2045
Guidant Wealth Advisors
Illinois
$16K
SQA
2046
Simon Quick Advisors
New Jersey
$16K +$16.1K +527 New
LBG
2047
Lloyds Banking Group
United Kingdom
$14K
IR
2048
Invictus RG
Bermuda
$14K +$13.5K +441 New
WCM
2049
Wealthcare Capital Management
Virginia
$13K -$275 -9 -2%
LWA
2050
Lowe Wealth Advisors
Maryland
$12K -$2.38K -78 -16%