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Name Holding Trade Value Shares
Change
Change in
Stake
GC
2026
Gould Capital
Washington
$42K – – –
IHWM
2027
Iron Horse Wealth Management
Iowa
$42K – – –
SWM
2028
Selective Wealth Management
Virginia
$42K – – –
TC
2029
Trust Company
Kansas
$42K – – –
MCM
2030
MV Capital Management
Maryland
$41K -$8.22K -38 -16%
BWL
2031
Bogart Wealth LLC
Virginia
$41K – – –
OA
2032
Operose Advisors
Wisconsin
$40K +$14.5K +67 +56%
KFI
2033
Key Financial Inc
Pennsylvania
$39K – – –
RDIA
2034
RE Dickinson Investment Advisors
Iowa
$39K +$29K +134 +273%
FFC
2035
First Financial Corp
Indiana
$38K – – –
MWM
2036
Mascoma Wealth Management
New Hampshire
$38K +$12.5K +58 +47%
VCM
2037
Versant Capital Management
Arizona
$36K -$433 -2 -1%
DCM
2038
Disciplina Capital Management
Tennessee
$35.5K – – –
KFS
2039
Kelly Financial Services
Massachusetts
$35.1K – – –
WBC
2040
West Branch Capital
Massachusetts
$35K – – –
FQ
2041
First Quadrant
California
$34K -$1.08K -5 -3%
WIA
2042
Wealthstreet Investment Advisors
Texas
$34K – – –
NWM
2043
Navigation Wealth Management
Colorado
$33K – – –
TFP
2044
Tilia Fiduciary Partners
North Carolina
$33K – – –
AW
2045
Avion Wealth
Texas
$32K – – –
RBC
2046
Roble Belko & Company
Pennsylvania
$32K +$32.5K +150 New
LFA
2047
Level Financial Advisors
New York
$31K +$216 +1 +0.7%
IUHSA
2048
Itau Unibanco Holding S.A.
Brazil
$30K -$2.5M -11,567 -99%
FCMT
2049
Founders Capital Management (Texas)
Texas
$29K – – –
EA
2050
Emerald Advisers
Pennsylvania
$28K – – –