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Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
2026
Cedar Brook Financial Partners
Ohio
$650K +$25K +419 +4%
MFW
2027
Mosaic Family Wealth
Missouri
$649K -$23.2K -390 -4%
POIA
2028
Pin Oak Investment Advisors
Texas
$649K – – –
OL
2029
Optas LLC
Texas
$649K +$1.49K +25 +0.2%
CT
2030
Columbia Trust
Oregon
$647K -$75.7K -1,270 -11%
DSAM
2031
Dock Street Asset Management
Florida
$647K – – –
CL
2032
COWA LLC
Oklahoma
$646K +$85.2K +1,430 +25%
MWM
2033
Marietta Wealth Management
Georgia
$644K -$6.79K -114 -1%
CFO
2034
CVA Family Office
Colorado
$644K +$267K +4,479 +80%
IIC
2035
Integrated Investment Consultants
Michigan
$643K -$5.01K -84 -0.8%
TC
2036
TownSquare Capital
Utah
$641K -$67.4K -1,131 -10%
TA
2037
Trivest Advisors
Hong Kong
$640K +$596K +10,000 New
AWM
2038
Avior Wealth Management
Nebraska
$639K +$32.8K +551 +6%
AWM
2039
Act Wealth Management
Texas
$638K +$12K +201 +2%
BOS
2040
Bingham Osborn & Scarborough
California
$638K +$196K +3,291 +49%
SG
2041
Stonnington Group
California
$635K +$705K +11,838 New
WCA
2042
Westover Capital Advisors
Delaware
$634K -$17.1K -287 -3%
JHCP
2043
Jackson Hole Capital Partners
Oklahoma
$633K +$4.83K +81 +0.8%
VCAM
2044
Van Cleef Asset Management
Ohio
$629K -$11.9K -200 -2%
SNB
2045
Security National Bank
Nebraska
$629K +$333K +5,580 +131%
CWS
2046
Cypress Wealth Services
California
$627K -$225K -3,782 -28%
CWA
2047
Clarity Wealth Advisors
California
$627K -$119K -2,000 -17%
MRCM
2048
M&R Capital Management
New Jersey
$626K -$151K -2,533 -21%
CPSAC
2049
Chas P. Smith & Associates (CPS)
Florida
$626K +$42.2K +708 +8%
VAG
2050
VisionPoint Advisory Group
Texas
$625K -$77.5K -1,300 -12%
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