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Name Holding Trade Value Shares
Change
Change in
Stake
CCC
2026
Chelsea Counsel Company
California
$1.34K
CWM
2027
Cranbrook Wealth Management
Michigan
$1.34K
NWS
2028
Nvest Wealth Strategies
Ohio
$1.34K
BIAS
2029
Beacon Investment Advisory Services
New Jersey
$1.34K +$1.27K +4 New
FNWA
2030
Financial Network Wealth Advisors
Utah
$1.34K +$317 +1 +33%
DF
2031
DecisionPoint Financial
Arizona
$1.25K +$1.27K +4 New
CWP
2032
Clark Wealth Partners
Illinois
$1K -$25.7K -81 -96%
DFC
2033
DB Fitzpatrick & Co
Idaho
$1K -$951 -3 -50%
PWM
2034
Proathlete Wealth Management
Florida
$1K +$951 +3 New
RP
2035
Raelipskie Partnership
Ontario, Canada
$1K +$951 +3 New
CMP
2036
Coston McIsaac & Partners
Maine
$1K -$317 -1 -20%
BIM
2037
Breakwater Investment Management
Washington
$670 +$634 +2 New
TTIC
2038
Tower Trust & Investment Company
Iowa
$669 +$634 +2 New
PEAK6
2039
PEAK6
Illinois
$653
HHGA
2040
Halbert Hargrove Global Advisors
California
$568 +$634 +2 New
AA
2041
Addison Advisors
Vermont
$335
RJA
2042
Ross\Johnson & Associates
Minnesota
$335
DWA
2043
Delos Wealth Advisors
Texas
$335 +$317 +1 New
HIA
2044
Highland Investment Advisors
Florida
$335 +$317 +1 New
VC
2045
Vestor Capital
Illinois
$133 -$15.5M -48,891 -97%
AS
2046
Altshuler Shaham
Israel
$43
Barrow, Hanley, Mewhinney & Strauss
2047
Barrow, Hanley, Mewhinney & Strauss
Texas
-$229M -911,930 Closed
Voloridge Investment Management
2048
Voloridge Investment Management
Florida
-$39.4M -157,401 Closed
NNPTE
2049
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
-$26.4M -105,199 Closed
CCM
2050
Clearfield Capital Management
New York
-$20.9M -83,400 Closed