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Name Holding Trade Value Shares
Change
Change in
Stake
RBC
2026
Roble Belko & Company
Pennsylvania
$155K
FFW
2027
Fusion Family Wealth
New York
$152K +$8.53K +60 +6%
AI
2028
ArchPoint Investors
Florida
$150K
CFN
2029
Cordasco Financial Network
Florida
$150K
WC
2030
Whitnell & Co
Illinois
$150K
MSA
2031
Marino Stram & Associates
Massachusetts
$147K
ECM
2032
EII Capital Management
New York
$144K
CIA
2033
Cascade Investment Advisors
Oregon
$143K -$7.11K -50 -5%
LWM
2034
Lenox Wealth Management
Ohio
$141K -$6.26K -44 -4%
HDIM
2035
Hanson & Doremus Investment Management
Vermont
$137K
CLM
2036
ClearBridge LLC (Maryland)
Maryland
$132K -$16.2K -114 -11%
HI
2037
Hudock Inc
Pennsylvania
$130K +$142 +1 +0.1%
CPH
2038
C Partners Holding
Switzerland
$128K -$128K -898 -51%
ML
2039
McAdam LLC
Pennsylvania
$128K +$427 +3 +0.4%
CCM
2040
Cribstone Capital Management
Maine
$125K
EARNEST Partners
2041
EARNEST Partners
Georgia
$124K
SQA
2042
Simon Quick Advisors
New Jersey
$123K -$7.25K -51 -6%
DOA
2043
D'Orazio & Associates
Virginia
$120K
WCAMG
2044
Woodard & Company Asset Management Group
North Carolina
$120K
NIT
2045
NumerixS Investment Technologies
British Columbia, Canada
$120K +$114K +800 New
QAM
2046
QCI Asset Management
New York
$117K
OFW
2047
Omnia Family Wealth
Florida
$115K
TC
2048
Trilogy Capital
California
$113K
SIM
2049
Sonora Investment Management
Arizona
$111K
CHP
2050
Cable Hill Partners
Oregon
$110K -$6.97K -49 -6%