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