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Name Holding Trade Value Shares
Change
Change in
Stake
BBA
2026
Braun-Bostich & Associates
Pennsylvania
$15K
LS
2027
Leelyn Smith
Illinois
$15K +$8.29K +60 +261%
Kayne Anderson Rudnick Investment Management
2028
Kayne Anderson Rudnick Investment Management
California
$14K -$2.76K -20 -20%
SWM
2029
Selective Wealth Management
Virginia
$14K
HDIM
2030
Hanson & Doremus Investment Management
Vermont
$13K -$35.2K -255 -77%
NIM
2031
NuWave Investment Management
New Jersey
$11K -$457K -3,310 -98%
TIM
2032
Tortoise Investment Management
New York
$11K
KFS
2033
Kelly Financial Services
Massachusetts
$9.06K
FMTCOCP
2034
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9K
MWA
2035
Moser Wealth Advisors
Washington
$9K +$6.91K +50 New
APWA
2036
Atlas Private Wealth Advisors
New Jersey
$8K +$6.5K +47 New
AS
2037
Altshuler Shaham
Israel
$7K
SFA
2038
Semmax Financial Advisors
North Carolina
$7K
RIM
2039
Rockbridge Investment Management
New York
$7K +$5.53K +40 New
HF
2040
Halpern Financial
Virginia
$6.45K +$5.11K +37 New
FCH
2041
Freestone Capital Holdings
Washington
$6.29K -$2.71M -19,591 -35%
IWP
2042
IAG Wealth Partners
Wisconsin
$6K
TAIM
2043
TD Ameritrade Investment Management
Nebraska
$6K +$138 +1 +3%
SMG
2044
Spectrum Management Group
Indiana
$5K
DTIM
2045
Danda Trouve Investment Management
Kansas
$5K +$4.15K +30 New
JWM
2046
Janiczek Wealth Management
Colorado
$5K +$4.15K +30 New
SA
2047
SRH Advisors
Kansas
$4K
FWM
2048
Filbrandt Wealth Management
Wisconsin
$4K +$1.38K +10 +67%
JWA
2049
JFS Wealth Advisors
Pennsylvania
$3K
WAMC
2050
Western Asset Management Company
California
$3K +$1.8K +13 New