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Name Holding Trade Value Shares
Change 		Change in
Stake
EGWAG
2026
Elwood & Goetz Wealth Advisory Group
Georgia
$1.1M +$326K +653 +44%
LOAMU
2027
Lombard Odier Asset Management (USA)
New York
$1.1M +$1.07M +2,143 New
FWTB
2028
First Western Trust Bank
Colorado
$1.1M +$1.5K +3 +0.1%
CP
2029
Castleview Partners
Texas
$1.1M +$8.48K +17 +0.8%
RWPA
2030
Richard W. Paul & Associates
Michigan
$1.1M +$28.9K +58 +3%
PWM
2031
Prentice Wealth Management
New York
$1.09M -$1.5K -3 -0.1%
RIM
2032
Redwood Investment Management
Arizona
$1.09M +$73.8K +148 +7%
CFIA
2033
Cantor Fitzgerald Investment Advisors
New York
$1.09M – – –
FFO
2034
Fiduciary Family Office
Florida
$1.09M -$160K -320 -13%
MWAM
2035
Manhattan West Asset Management
California
$1.09M – – –
WFC
2036
Western Financial Corp
California
$1.09M +$33.4K +67 +3%
CWM
2037
CCG Wealth Management
California
$1.09M +$42.9K +86 +4%
BCM
2038
Boreal Capital Management
Florida
$1.09M -$32.9K -66 -3%
IIM
2039
Invariant Investment Management
Pennsylvania
$1.08M +$189K +380 +23%
FG
2040
Foster Group
Iowa
$1.08M +$10.5K +21 +1%
HAI
2041
Hennessy Advisors Inc
California
$1.08M – – –
IF
2042
Intrua Financial
Texas
$1.08M +$551K +1,106 +112%
FCA
2043
Fortis Capital Advisors
Kansas
$1.07M +$25.4K +51 +3%
SC
2044
Solstein Capital
California
$1.07M -$23.4K -47 -2%
DBRC
2045
D.B. Root & Company
Pennsylvania
$1.07M -$46.9K -94 -4%
GHA
2046
Granite Harbor Advisors
Texas
$1.07M +$39.9K +80 +4%
DC
2047
Diametric Capital
Massachusetts
$1.07M +$1.04M +2,085 New
APA
2048
Astoria Portfolio Advisors
New York
$1.07M +$181K +362 +21%
FWM
2049
Forza Wealth Management
Florida
$1.07M – – –
NWM
2050
Northcape Wealth Management
New York
$1.07M -$997 -2 -0.1%
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