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Blackrock
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Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
2026
Triad Wealth Partners
Kansas
– -$265K -337 Closed
SDJVC
2027
St. Denis J. Villere & Co
Louisiana
– -$264K -335 Closed
MHS
2028
M Holdings Securities
Oregon
– -$262K -333 Closed
GWMR
2029
GC Wealth Management RIA
Massachusetts
– -$261K -332 Closed
SCM
2030
Stevens Capital Management
Pennsylvania
– -$261K -332 Closed
CIA
2031
Cape Investment Advisory
Georgia
– -$253K -321 Closed
DPIM
2032
Duff & Phelps Investment Management
Illinois
– -$252K -320 Closed
AWA
2033
Amplius Wealth Advisors
Pennsylvania
– -$250K -317 Closed
CWM
2034
Cahaba Wealth Management
Georgia
– -$250K -317 Closed
FCIM
2035
Fairview Capital Investment Management
California
– -$245K -311 Closed
SWP
2036
ShoreHaven Wealth Partners
New Jersey
– -$236K -300 Closed
TAM
2037
Taurus Asset Management
New York
– -$236K -300 Closed
WCF
2038
West Coast Financial
California
– -$234K -297 Closed
MFS
2039
Mirabella Financial Services
United Kingdom
– -$225K -286 Closed
WF
2040
Wayfinding Financial
Washington
– -$222K -283 Closed
CAWM
2041
Capital Advisors Wealth Management
Washington
– -$222K -282 Closed
WKSWA
2042
White Knight Strategic Wealth Advisors
New Jersey
– -$219K -278 Closed
CPC
2043
Congress Park Capital
New York
– -$217K -275 Closed
CPR
2044
CSU Producer Resources
Ohio
– -$217K -275 Closed
SOS
2045
Silver Oak Securities
Tennessee
– -$216K -275 Closed
FWM
2046
Foguth Wealth Management
Michigan
– -$215K -273 Closed
WB
2047
West Bancorporation
Iowa
– -$203K -258 Closed
WMWM
2048
Whitaker-Myers Wealth Managers
Ohio
– -$203K -258 Closed
BFA
2049
Beacon Financial Advisory
Ohio
– -$201K -255 Closed
CP
2050
Camelot Portfolios
Ohio
– -$165K -210 Closed
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