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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2026
Core Wealth Partners
California
$1.11M +$352K +2,181 +50%
OIA
2027
Optimum Investment Advisors
Illinois
$1.11M -$54.8K -339 -5%
MIM
2028
Merrion Investment Management
New Jersey
$1.11M -$115K -710 -10%
CBFP
2029
Cedar Brook Financial Partners
Ohio
$1.11M -$2.1K -13 -0.2%
EFG
2030
Everhart Financial Group
Ohio
$1.11M +$77.9K +482 +8%
AIM
2031
Arcadia Investment Management
Michigan
$1.1M – – –
JGUA
2032
John G. Ullman & Associates
New York
$1.1M -$10.7K -66 -1%
PCA
2033
Pallas Capital Advisors
Massachusetts
$1.1M +$903K +5,592 +290%
PWA
2034
Provenance Wealth Advisors
Florida
$1.1M +$1.05M +6,502 New
AIA
2035
Alera Investment Advisors
Illinois
$1.09M +$10.8K +67 +1%
MCA
2036
Millennium Capital Advisors
Arkansas
$1.09M +$27.9K +173 +3%
AIA
2037
Angeles Investment Advisors
California
$1.09M -$61.1K -378 -6%
AA
2038
AlphaQ Advisors
Florida
$1.09M -$16.6K -103 -2%
KCPG
2039
Kavar Capital Partners Group
Kansas
$1.09M +$229K +1,416 +28%
WKWM
2040
Walter & Keenan Wealth Management
Indiana
$1.09M -$30.7K -190 -3%
V
2041
ViaWealth
Kansas
$1.09M – – –
LMKC
2042
L.M. Kohn & Company
Ohio
$1.09M +$3.55K +22 +0.3%
MCM
2043
Manchester Capital Management
Vermont
$1.08M +$17.4K +108 +2%
DF
2044
Donoghue Forlines
Massachusetts
$1.08M +$20.2K +125 +2%
OWM
2045
OneAscent Wealth Management
Alabama
$1.08M +$1.04M +6,428 New
CBT
2046
Central Bank & Trust
Kentucky
$1.08M -$22.9K -142 -2%
GWSG
2047
GPS Wealth Strategies Group
Colorado
$1.08M +$13.4K +83 +1%
CWM
2048
CCG Wealth Management
California
$1.08M +$1.03M +6,394 New
WPW
2049
Warther Private Wealth
Ohio
$1.08M -$342K -2,116 -25%
CHA
2050
Cooper/Haims Advisors
New York
$1.07M +$43.1K +267 +4%
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