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Name Holding Trade Value Shares
Change 		Change in
Stake
FCT
2026
First Community Trust
Iowa
$38K +$2.15K +28 +6%
VRM
2027
Vectors Research Management
New York
$37K – – –
MWM
2028
Mascoma Wealth Management
New Hampshire
$36K – – –
IFS
2029
Intelligent Financial Strategies
Minnesota
$35K -$256K -3,337 -88%
GG
2030
Gleason Group
Kentucky
$34K +$230 +3 +0.7%
RA
2031
Rational Advisors
New York
$34K +$6.38K +83 +23%
BSB
2032
Bangor Savings Bank
Maine
$34K +$33.7K +439 New
CPFP
2033
Clear Perspectives Financial Planning
Ohio
$32K – – –
TFM
2034
TFC Financial Management
Massachusetts
$32K – – –
WOSD
2035
WFA of San Diego
California
$32K +$32.6K +425 New
WWP
2036
WR Wealth Planners
Missouri
$31.7K – – –
CDIA
2037
Capital Directions Investment Advisors
Georgia
$31K -$5.76K -75 -15%
JWM
2038
Janiczek Wealth Management
Colorado
$31K – – –
KLWA
2039
Kelly Lawrence W & Associates
California
$31K – – –
SA
2040
SRH Advisors
Kansas
$31K – – –
FCG
2041
Financial Connections Group
California
$30K – – –
TWM
2042
Tradition Wealth Management
Minnesota
$30K +$6.99K +91 +31%
EIM
2043
Essex Investment Management
Massachusetts
$29K -$1.29M -16,860 -98%
ACM
2044
Antonetti Capital Management
Florida
$29K – – –
CWM
2045
Castle Wealth Management
Florida
$28K +$27.9K +363 New
ACK
2046
Andrew C. Karlinski
$26K – – –
WBC
2047
West Branch Capital
Massachusetts
$25K -$38.4K -500 -60%
ARMC
2048
American Research & Management Company
Massachusetts
$25K – – –
AWM
2049
Activest Wealth Management
Florida
$25K +$154 +2 +0.6%
BIA
2050
Bell Investment Advisors
California
$25K +$25.4K +331 New
80 81
82
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