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Name Holding Trade Value Shares
Change 		Change in
Stake
OFW
2026
Omnia Family Wealth
Florida
$4.36M -$968K -13,164 -16%
SWM
2027
Sculati Wealth Management
Michigan
$4.36M +$111K +1,512 +2%
PFA
2028
Pure Financial Advisors
California
$4.36M -$238K -3,232 -5%
ARMT
2029
Amica Retiree Medical Trust
Rhode Island
$4.34M -$184K -2,508 -4%
FP
2030
Financial Perspectives
Minnesota
$4.34M +$560K +7,608 +13%
TLP
2031
Trinity Legacy Partners
Texas
$4.34M +$182K +2,468 +4%
RFN
2032
RDA Financial Network
Iowa
$4.33M -$396K -5,384 -7%
PL
2033
Plancorp LLC
Missouri
$4.33M +$652K +8,868 +15%
PPW
2034
Parcion Private Wealth
Washington
$4.33M +$83.8K +1,140 +2%
V
2035
VeraBank
Texas
$4.32M +$235K +3,200 +5%
ISWM
2036
Independent Solutions Wealth Management
New York
$4.32M -$589K -8,012 -11%
GCM
2037
Gunderson Capital Management
South Carolina
$4.31M +$820K +11,144 +20%
SRAM
2038
Spouting Rock Asset Management
Pennsylvania
$4.31M -$4.09M -55,556 -45%
HHAA
2039
Henry H. Armstrong Associates
Pennsylvania
$4.31M +$168K +2,284 +3%
LWA
2040
Lineweaver Wealth Advisors
Ohio
$4.3M -$42.1K -572 -0.8%
WCAMG
2041
Woodard & Company Asset Management Group
North Carolina
$4.29M -$726K -9,868 -13%
HIM
2042
Harbour Investment Management
Washington
$4.29M -$68.2K -928 -1%
TCM
2043
Towercrest Capital Management
Pennsylvania
$4.29M +$544K +7,400 +12%
RCA
2044
Resonant Capital Advisors
Wisconsin
$4.29M +$199K +2,704 +4%
SAM
2045
Strategy Asset Managers
California
$4.29M +$714K +9,712 +17%
SICM
2046
Sustainable Insight Capital Management
New York
$4.29M +$4.15M +56,412 +513%
BAM
2047
Baldrige Asset Management
Pennsylvania
$4.28M -$114K -1,544 -2%
LWPC
2048
Legacy Wealth Partners (California)
California
$4.28M -$43.5K -592 -0.9%
DC
2049
DeDora Capital
California
$4.27M -$205K -2,784 -4%
VCM
2050
Vivaldi Capital Management
Illinois
$4.27M +$339K +4,608 +7%
80 81
82
83 84