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Name Holding Trade Value Shares
Change 		Change in
Stake
OFO
2026
OneAscent Family Office
Alabama
$897K +$473K +5,990 +119%
FSA
2027
Franklin Street Advisors
North Carolina
$897K +$65.2K +825 +8%
PIP
2028
Peachtree Investment Partners
Florida
$896K +$45K +570 +5%
CAM
2029
Congress Asset Management
Massachusetts
$894K -$87K -1,102 -9%
NEWAS
2030
N.E.W. Advisory Services
Wisconsin
$893K +$61.4K +777 +8%
BZWA
2031
Blue Zone Wealth Advisors
California
$892K – – –
OFS
2032
OMC Financial Services
New York
$892K – – –
ICP
2033
Interchange Capital Partners
Pennsylvania
$892K +$286K +3,619 +49%
TW
2034
ticino wealth
California
$891K +$106K +1,345 +14%
FPWM
2035
FSB Premier Wealth Management
Iowa
$890K -$25.1K -318 -3%
RWPA
2036
Richard W. Paul & Associates
Michigan
$883K +$2.45K +31 +0.3%
RAM
2037
Redmond Asset Management
Virginia
$882K -$24.3K -308 -3%
WI
2038
WrapManager Inc
California
$881K -$63.8K -808 -7%
VFG
2039
Victory Financial Group
Texas
$881K +$236K +2,985 +38%
PCA
2040
Private Capital Advisors
Connecticut
$879K – – –
RFA
2041
Resurgent Financial Advisors
Georgia
$878K +$604K +7,646 +242%
MCWS
2042
McKinley Carter Wealth Services
West Virginia
$877K -$25.5K -323 -3%
JSC
2043
Jackson Square Capital
California
$875K +$16.1K +204 +2%
FH
2044
FWG Holdings
Florida
$875K -$479K -6,071 -36%
IPW
2045
Invictus Private Wealth
Colorado
$873K +$3.63K +46 +0.4%
SA
2046
Strategic Advisors
New York
$871K -$805K -10,189 -49%
SIS
2047
Sound Income Strategies
Florida
$869K +$70.9K +898 +9%
BT
2048
Brandywine Trust
Delaware
$868K – – –
WWM
2049
Whalen Wealth Management
Nevada
$866K +$230K +2,916 +38%
TCBWMS
2050
Texas Capital Bank Wealth Management Services
Texas
$866K +$36K +456 +4%
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