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Name Holding Trade Value Shares
Change
Change in
Stake
BL
2026
Balentine LLC
Georgia
$96K +$38.8K +724 +69%
PFO
2027
Pathstone Family Office
New Jersey
$95K -$241K -4,500 -73%
PCM
2028
Princeton Capital Management
New Jersey
$95K
CA
2029
Centerpoint Advisors
Massachusetts
$95K +$214 +4 +0.2%
KIG
2030
Kessler Investment Group
Indiana
$92K +$2.73K +51 +3%
1NWS
2031
1 North Wealth Services
Maryland
$88K +$86.7K +1,620 New
SC
2032
Sawyer & Company
Massachusetts
$87K -$2.98M -55,742 -97%
PWMG
2033
Prestige Wealth Management Group
New Jersey
$87K +$6.85K +128 +9%
FMP
2034
Financial Management Professionals
Texas
$86K +$910 +17 +1%
SIS
2035
Sound Income Strategies
Florida
$84K +$15.2K +284 +23%
MA
2036
MCF Advisors
Kentucky
$83K -$4.28K -80 -5%
GC
2037
Grace Capital
Massachusetts
$83K
ST
2038
Sageworth Trust
Pennsylvania
$83K
AIM
2039
Arcadia Investment Management
Michigan
$82K
MS
2040
Mizuho Securities
Japan
$81K -$28.9K -540 -27%
AWM
2041
AllSquare Wealth Management
New York
$76K
FEG
2042
Financial Enhancement Group
Indiana
$76K
TF
2043
TimeScale Financial
Massachusetts
$76K +$54 +1 +0.1%
CDIA
2044
Capital Directions Investment Advisors
Georgia
$75K +$74.2K +1,386 New
KAS
2045
Kemnay Advisory Services
New York
$68K
CFD
2046
Creative Financial Designs
Indiana
$66K -$375 -7 -0.6%
AI
2047
ArchPoint Investors
Florida
$66K
HGWM
2048
Harvest Group Wealth Management
Massachusetts
$65K +$54 +1 +0.1%
PC
2049
Permit Capital
Pennsylvania
$64K
MI
2050
Markston International
New York
$63K