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