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Name Holding Trade Value Shares
Change 		Change in
Stake
NWP
2026
Northstar Wealth Partners
Connecticut
$641K +$119K +859 +21%
SC
2027
Skylands Capital
Wisconsin
$639K -$13.8K -100 -2%
W
2028
Wealthquest
Ohio
$638K +$17.1K +124 +3%
F
2029
Filament
Washington
$638K +$27K +195 +4%
BWA
2030
Burt Wealth Advisors
Maryland
$637K – – –
PL
2031
Plancorp LLC
Missouri
$635K -$17K -123 -2%
OC
2032
Oarsman Capital
Wisconsin
$635K +$16.9K +122 +3%
GFS
2033
GYL Financial Synergies
Connecticut
$631K +$27.2K +197 +4%
SBA
2034
Secrest Blakey & Associates
North Carolina
$627K +$2.77K +20 +0.4%
SDAM
2035
Shulman DeMeo Asset Management
New York
$627K +$177K +1,282 +36%
BHA
2036
Beech Hill Advisors
New York
$625K – – –
BL
2037
BFSG LLC
California
$625K +$201K +1,452 +43%
LWM
2038
Liberty Wealth Management
California
$624K -$258K -1,863 -28%
MTC
2039
McDaniel Terry & Co
Texas
$623K +$352K +2,548 +114%
BWM
2040
BerganKDV Wealth Management
Minnesota
$622K -$48K -347 -7%
CYG
2041
Clean Yield Group
Vermont
$622K -$20.7K -150 -3%
BWM
2042
Buckley Wealth Management
Nevada
$619K -$141K -1,022 -18%
GCAC
2043
Guardian Capital Advisors (Canada)
Ontario, Canada
$616K -$93.2K -674 -12%
SSA
2044
South Street Advisors
New York
$614K – – –
OWA
2045
Outlook Wealth Advisors
Texas
$613K +$3.87K +28 +0.6%
CHAM
2046
Clear Harbor Asset Management
Connecticut
$610K -$12.4K -90 -2%
CC
2047
Cedar Capital
Illinois
$610K +$35.1K +254 +6%
LWM
2048
Lyons Wealth Management
Florida
$603K +$29.9K +216 +5%
WANY
2049
Wealthspire Advisors (New York)
New York
$601K +$638K +4,615 New
BPA
2050
Beacon Pointe Advisors
California
$599K -$274K -1,984 -30%
80 81
82
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