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Name Holding Trade Value Shares
Change
Change in
Stake
FG
2026
Foster Group
Iowa
$205K +$192K +4,013 New
EW
2027
Element Wealth
Mississippi
$203K -$62.1K -1,297 -25%
AWA
2028
ARS Wealth Advisors
Florida
$202K +$184K +3,847 New
ICG
2029
InterOcean Capital Group
Tennessee
$202K +$184K +3,849 New
SL
2030
Savior LLC
Massachusetts
$201K -$24.1K -504 -12%
CI
2031
Cordant Inc
Oregon
$201K – – –
FCA
2032
FinTrust Capital Advisors
South Carolina
$201K +$9.34K +195 +5%
LD
2033
Lipe & Dalton
New York
$201K +$19.2K +400 +12%
VR
2034
Viridian RIA
Washington
$201K +$184K +3,844 New
ME
2035
McIlrath & Eck
Washington
$198K -$8.72K -182 -5%
BFC
2036
Bedel Financial Consulting
Indiana
$193K +$47.9K +1,000 +37%
AWA
2037
Arkadios Wealth Advisors
Georgia
$189K +$63.1K +1,316 +57%
CAGAS
2038
Capital Advisory Group Advisory Services
Minnesota
$183K -$2.06K -43 -1%
CHA
2039
Carmichael Hill & Associates
Maryland
$181K +$575 +12 +0.3%
LGA
2040
Lebenthal Global Advisors
New York
$180K +$165K +3,442 New
AF
2041
Arrow Financial
New York
$177K – – –
IAS
2042
IMA Advisory Services
Colorado
$176K +$6.42K +134 +4%
CFG
2043
CKW Financial Group
Hawaii
$175K -$47.9K -1,000 -23%
LWM
2044
Liberty Wealth Management
California
$174K -$8.19K -171 -5%
SIM
2045
Sonora Investment Management
Arizona
$173K +$19.1K +398 +14%
CCA
2046
Catalyst Capital Advisors
New York
$169K +$154K +3,218 New
OC
2047
Oakworth Capital
Alabama
$168K – – –
MAWCM
2048
Mine & Arao Wealth Creation & Management
California
$164K – – –
ATC
2049
Adirondack Trust Company
New York
$164K +$20.3K +424 +15%
PCIA
2050
Prime Capital Investment Advisors
Kansas
$162K +$8.29K +173 +6%