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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
2026
Heritage Wealth Advisors
Virginia
$385K -$170K -396 -28%
PHIC
2027
Pine Haven Investment Counsel
Massachusetts
$385K – – –
AAIM
2028
Asset Advisors Investment Management
Georgia
$384K – – –
HP
2029
Highlander Partners
Texas
$384K – – –
SRC
2030
Shufro Rose & Co
New York
$384K – – –
CI
2031
Corient IA
Florida
$384K +$429K +1,000 New
SBF
2032
Sara-Bay Financial
Florida
$383K -$72K -168 -14%
AO
2033
Advisor OS
Illinois
$383K +$66.9K +156 +19%
WA
2034
Wealth Architects
California
$383K +$34.7K +81 +9%
PL
2035
Plancorp LLC
Missouri
$382K +$181K +421 +73%
CBTWT
2036
Community Bank & Trust (Waco, Texas)
Texas
$382K -$30K -70 -7%
RWMG
2037
Redwood Wealth Management Group
New Jersey
$382K -$25.7K -60 -6%
KA
2038
Kozak & Associates
Colorado
$382K -$37.3K -87 -7%
PFG
2039
Prosperity Financial Group
California
$379K +$11.6K +27 +3%
WFI
2040
West Family Investments
California
$378K -$15K -35 -3%
CSD
2041
Clear Street Derivatives
New York
$377K +$422K +984 New
MW
2042
Marcum Wealth
Ohio
$377K – – –
BFIC
2043
Bedell Frazier Investment Counselling
California
$377K -$21.9K -51 -5%
RS
2044
Rakuten Securities
Japan
$377K -$55.3K -129 -12%
JCM
2045
Jacobsen Capital Management
Utah
$377K +$21.9K +51 +5%
RS
2046
R Squared
Hong Kong
$376K +$284K +663 +209%
BFG
2047
Berger Financial Group
Minnesota
$375K -$643K -1,499 -60%
HCWM
2048
Hidden Cove Wealth Management
Washington
$375K +$419K +977 New
BRG
2049
Bay Rivers Group
Virginia
$374K +$69.5K +162 +20%
AWM
2050
Atticus Wealth Management
Florida
$374K +$162K +377 +63%
80 81
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