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