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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
2026
Huntleigh Advisors
Missouri
$796K +$299K +1,141 +68%
HW
2027
HORAN Wealth
Ohio
$794K +$473K +1,806 +179%
CGA
2028
Crescent Grove Advisors
Illinois
$794K – – –
LW
2029
Libra Wealth
California
$793K – – –
3IP
2030
3Chopt Investment Partners
Virginia
$793K -$31.1K -119 -4%
AG
2031
AlTi Global
New York
$791K -$12.6K -48 -2%
TW
2032
TritonPoint Wealth
Maryland
$790K +$2.88K +11 +0.4%
BAM
2033
Bosun Asset Management
Illinois
$790K – – –
TA
2034
TCM Advisors
West Virginia
$790K – – –
KFA
2035
Kelleher Financial Advisors
New York
$790K – – –
BLC
2036
Brown, Lisle/Cummings
Rhode Island
$790K -$33.8K -129 -4%
HIIFS
2037
Harel Insurance Investments & Financial Services
Israel
$788K +$733K +2,800 New
RP
2038
Rowlandmiller & Partners
Georgia
$788K -$39.5K -151 -5%
CPWA
2039
Cerro Pacific Wealth Advisors
California
$786K +$34.6K +132 +5%
WJA
2040
Willis Johnson & Associates
Texas
$786K +$47.4K +181 +7%
IP
2041
Isthmus Partners
Wisconsin
$785K +$61.5K +235 +9%
TWM
2042
Tripletail Wealth Management
Florida
$782K +$26.2K +100 +4%
HCM
2043
Hengehold Capital Management
Ohio
$780K +$6.28K +24 +0.9%
OP
2044
ORG Partners
Indiana
$779K -$6.54K -25 -0.9%
PWP
2045
Private Wealth Partners
California
$779K +$29.6K +113 +4%
CFG
2046
CMC Financial Group
Georgia
$775K +$719K +2,745 New
CH
2047
Cromwell Holdings
Wyoming
$774K – – –
LAM
2048
Lewis Asset Management
California
$773K +$7.07K +27 +1%
ACM
2049
Aljian Capital Management
Nevada
$773K +$2.62K +10 +0.4%
SRIM
2050
Saratoga Research & Investment Management
California
$773K – – –
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82
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