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Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
2026
West Paces Advisors
Georgia
$246K +$14.6K +150 +6%
CCP
2027
Carmel Capital Partners
California
$246K -$9.66K -99 -4%
AWM
2028
Accurate Wealth Management
Florida
$246K -$2.93K -30 -1%
PB
2029
Pinnacle Bancorp
Nebraska
$246K +$14.6K +150 +6%
WFA
2030
WMG Financial Advisors
Tennessee
$245K -$3.9K -40 -1%
MAM
2031
McLean Asset Management
Virginia
$245K +$3.32K +34 +1%
CWG
2032
Crown Wealth Group
North Carolina
$245K +$258K +2,640 New
FWM
2033
Fairhaven Wealth Management
Illinois
$244K -$6.73K -69 -3%
PIA
2034
Powell Investment Advisors
Florida
$244K – – –
EW
2035
Evoke Wealth
California
$243K -$41.2K -422 -14%
AWM
2036
Aberdeen Wealth Management
Illinois
$243K +$195 +2 +0.1%
FW
2037
FirstPurpose Wealth
Utah
$242K +$21.6K +221 +9%
IAG
2038
Investment Advisory Group
Massachusetts
$241K -$19.5K -200 -7%
CA
2039
Cambridge Advisors
Nebraska
$240K -$14.5K -149 -5%
WCM
2040
Wedge Capital Management
North Carolina
$240K +$488 +5 +0.2%
SIG
2041
Spinnaker Investment Group
California
$239K -$29.4K -301 -10%
PCMC
2042
Paragon Capital Management (Colorado)
Colorado
$239K -$28K -287 -10%
RDWM
2043
Red Door Wealth Management
Tennessee
$239K -$1.76K -18 -0.7%
FAN
2044
Financial Advisors Network
California
$239K -$1.66K -17 -0.7%
IA
2045
IFG Advisors
Missouri
$238K -$781 -8 -0.3%
ICP
2046
Interchange Capital Partners
Pennsylvania
$237K -$8.49K -87 -3%
YMRC
2047
Yorktown Management & Research Company
Virginia
$237K – – –
HFP
2048
Holistic Financial Partners
Indiana
$237K +$250K +2,557 New
EBA
2049
Eagle Bay Advisors
New York
$236K -$11K -113 -4%
OWP
2050
Obermeyer Wealth Partners
Colorado
$236K +$5.56K +57 +2%
80 81
82
83 84