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Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
2026
Lowe Wealth Advisors
Maryland
$103K – – –
GWS
2027
Glassman Wealth Services
Virginia
$99K +$2.04K +38 +2%
PAM
2028
Paradigm Asset Management
New York
$98K – – –
HCA
2029
Horan Capital Advisors
Ohio
$97K +$95.5K +1,784 New
BL
2030
Balentine LLC
Georgia
$96K +$38.8K +724 +69%
PFO
2031
Pathstone Family Office
New Jersey
$95K -$241K -4,500 -73%
PCM
2032
Princeton Capital Management
New Jersey
$95K – – –
CA
2033
Centerpoint Advisors
Massachusetts
$95K +$214 +4 +0.2%
KIG
2034
Kessler Investment Group
Indiana
$92K +$2.73K +51 +3%
1NWS
2035
1 North Wealth Services
Maryland
$88K +$86.7K +1,620 New
SC
2036
Sawyer & Company
Massachusetts
$87K -$2.98M -55,742 -97%
PWMG
2037
Prestige Wealth Management Group
New Jersey
$87K +$6.85K +128 +9%
FMP
2038
Financial Management Professionals
Texas
$86K +$910 +17 +1%
SIS
2039
Sound Income Strategies
Florida
$84K +$15.2K +284 +23%
MA
2040
MCF Advisors
Kentucky
$83K -$4.28K -80 -5%
GC
2041
Grace Capital
Massachusetts
$83K – – –
ST
2042
Sageworth Trust
Pennsylvania
$83K – – –
AIM
2043
Arcadia Investment Management
Michigan
$82K – – –
MS
2044
Mizuho Securities
Japan
$81K -$28.9K -540 -27%
AWM
2045
AllSquare Wealth Management
New York
$76K – – –
FEG
2046
Financial Enhancement Group
Indiana
$76K – – –
TF
2047
TimeScale Financial
Massachusetts
$76K +$54 +1 +0.1%
CDIA
2048
Capital Directions Investment Advisors
Georgia
$75K +$74.2K +1,386 New
KAS
2049
Kemnay Advisory Services
New York
$68K – – –
CFD
2050
Creative Financial Designs
Indiana
$66K -$375 -7 -0.6%
80 81
82
83 84