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Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
2026
Migdal Insurance & Financial Holdings
Israel
$14K
NOI
2027
Newton One Investments
Delaware
$14K
IWP
2028
IAG Wealth Partners
Wisconsin
$14K +$6.77K +181 +58%
FIA
2029
FNY Investment Advisers
New York
$14K +$18.7K +500 New
NF
2030
Norwood Financial
Pennsylvania
$13K
LFG
2031
Larson Financial Group
Missouri
$12K -$112 -3 -0.7%
MCA
2032
Maryland Capital Advisors
Maryland
$12K
DWA
2033
Delos Wealth Advisors
Texas
$12K +$2.58K +69 +20%
TFA
2034
Toth Financial Advisory
Virginia
$12K +$3.74K +100 +32%
AWM
2035
Activest Wealth Management
Florida
$12K +$14.1K +378 +1,890%
AIM
2036
Axiom Investment Management
New York
$12K +$15.3K +410 New
AIC
2037
Archer Investment Corporation
Indiana
$11.9K
EIM
2038
Essex Investment Management
Massachusetts
$11K
RBC
2039
Roble Belko & Company
Pennsylvania
$11K
GG
2040
Gleason Group
Kentucky
$11K +$75 +2 +0.5%
TVWM
2041
Tower View Wealth Management
Wisconsin
$11K +$6.47K +173 +79%
AWA
2042
Artemis Wealth Advisors
New York
$10.6K +$112 +3 +0.8%
OAJ
2043
Ogorek Anthony Joseph
New York
$10K
RDIA
2044
RE Dickinson Investment Advisors
Iowa
$10K +$75 +2 +0.6%
HF
2045
Halpern Financial
Virginia
$9.74K
FA
2046
Financial Avengers
California
$9K -$14K -374 -55%
Kayne Anderson Rudnick Investment Management
2047
Kayne Anderson Rudnick Investment Management
California
$9K
KC
2048
Kenfarb & Co
Kentucky
$9K
MWC
2049
MBM Wealth Consultants
Missouri
$9K
NC
2050
NewSquare Capital
Pennsylvania
$9K +$7.25K +194 +194%