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Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
2026
Pallas Capital Advisors
Massachusetts
$255K -$6.15K -46 -2%
WMA
2027
West Michigan Advisors
Michigan
$253K +$16.6K +124 +7%
FA
2028
Fagan Associates
New York
$252K -$821K -6,139 -76%
BO
2029
Bank OZK
Arkansas
$252K -$2.41K -18 -0.9%
MHR
2030
Matthew Hamilton Rosenberg
$252K -$23.9K -179 -9%
VFA
2031
Voya Financial Advisors
Connecticut
$252K +$8.29K +62 +3%
BWA
2032
Blodgett Wealth Advisors
California
$251K – – –
BFG
2033
Barber Financial Group
Kansas
$251K -$22.5K -168 -8%
NQWM
2034
Northwest Quadrant Wealth Management
Oregon
$251K +$1.07K +8 +0.4%
WC
2035
Woodstock Corp
Massachusetts
$251K -$16.7K -125 -6%
AFAS
2036
Acorn Financial Advisory Services
Virginia
$251K +$9.23K +69 +4%
RDWM
2037
Red Door Wealth Management
Tennessee
$251K +$9.9K +74 +4%
SAA
2038
Southeast Asset Advisors
Georgia
$250K -$53.5K -400 -17%
JAG
2039
Journey Advisory Group
Kentucky
$250K -$19K -142 -7%
EFG
2040
Ethos Financial Group
Pennsylvania
$250K +$134 +1 +0.1%
WAL
2041
W Advisors LLC
Tennessee
$249K +$23.4K +175 +10%
FOA
2042
Five Oceans Advisors
California
$249K -$17.5K -131 -6%
LB
2043
Legacy Bridge
Iowa
$248K +$38.1K +285 +18%
GKWIM
2044
Gerber Kawasaki Wealth & Investment Management
California
$248K -$268 -2 -0.1%
CIA
2045
Cape Investment Advisory
Georgia
$248K +$253K +1,891 New
WI
2046
WrapManager Inc
California
$247K +$1.47K +11 +0.6%
SSC
2047
Syverson Strege & Co
Iowa
$247K +$1.74K +13 +0.7%
HSWM
2048
Hubbell Strickland Wealth Management
Louisiana
$247K – – –
SMWM
2049
Silvia McColl Wealth Management
California
$247K – – –
WI
2050
Wintrust Investments
Illinois
$247K -$39.1K -292 -13%
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82
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