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Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
2801
Warwick Investment Management
Texas
$513K +$63K +407 +14%
CPA
2802
Capital Performance Advisors
California
$513K +$512K +3,306 New
OFC
2803
Oakland Financial Corp
$512K – – –
DA
2804
Drake & Associates
Wisconsin
$512K -$80.7K -521 -13%
OWA
2805
Opal Wealth Advisors
New York
$512K +$123K +794 +32%
KCFA
2806
Key Client Fiduciary Advisors
New Jersey
$509K -$3.25K -21 -0.6%
TFA
2807
Toth Financial Advisory
Virginia
$509K -$23.9K -154 -4%
OL
2808
Owen LaRue
Kentucky
$509K +$4.8K +31 +1%
WIM
2809
Westside Investment Management
California
$508K +$20.4K +132 +4%
RF
2810
Rossby Financial
Florida
$507K -$291K -1,882 -36%
BT
2811
Banque Transatlantique
France
$505K +$238K +1,537 +89%
RIG
2812
Renaissance Investment Group
Massachusetts
$505K – – –
HDA
2813
Harold Davidson & Associates
California
$505K +$59.5K +384 +13%
TWP
2814
Tower Wealth Partners
Pennsylvania
$505K +$46.5K +300 +10%
HWA
2815
HHM Wealth Advisors
Tennessee
$505K -$49.9K -322 -9%
TW
2816
Traveka Wealth
California
$504K +$99.3K +641 +25%
RPA
2817
Rock Point Advisors
Vermont
$504K – – –
TFA
2818
Teamwork Financial Advisors
Texas
$503K +$4.96K +32 +1%
SCM
2819
Sunbeam Capital Management
Georgia
$503K +$32.2K +208 +7%
HWMT
2820
Heritage Wealth Management (Texas)
Texas
$502K +$198K +1,280 +66%
GSWM
2821
Greenup Street Wealth Management
Michigan
$500K +$182K +1,175 +57%
OFO
2822
OneAscent Family Office
Alabama
$500K +$36.5K +236 +8%
SC
2823
Schubert & Co
Texas
$499K -$9.91K -64 -2%
MFG
2824
Midwest Financial Group
Kansas
$498K +$2.48K +16 +0.5%
ME
2825
McIlrath & Eck
Washington
$496K +$33.9K +219 +7%
111 112
113
114 115