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Name Holding Trade Value Shares
Change 		Change in
Stake
MC
2026
Matisse Capital
Oregon
$789K +$634K +3,721 New
WPWM
2027
Western Pacific Wealth Management
Illinois
$787K -$2.9K -17 -0.5%
NFP
2028
Narus Financial Partners
Utah
$786K -$41K -241 -6%
WP
2029
Westmount Partners
California
$785K +$17.2K +101 +3%
IA
2030
Insight Advisors
Pennsylvania
$784K +$132K +778 +27%
FPAS
2031
Focus Partners Advisor Solutions
Missouri
$784K -$143K -841 -19%
WA
2032
WBH Advisory
Maryland
$783K +$629K +3,696 New
NO
2033
Ninety One
South Africa
$778K -$33.2K -195 -5%
DAM
2034
Delta Asset Management
Tennessee
$775K -$5.96K -35 -0.9%
CWA
2035
Consilium Wealth Advisory
Texas
$772K -$17.5K -103 -3%
PFP
2036
Paragon Financial Partners
California
$772K +$2.56K +15 +0.4%
GBT
2037
Grove Bank & Trust
Florida
$770K +$8.52K +50 +1%
SICM
2038
Sustainable Insight Capital Management
New York
$770K +$187K +1,100 +43%
BIP
2039
Blue Investment Partners
California
$768K -$28.8K -169 -4%
SGA
2040
Seaport Global Advisors
Massachusetts
$767K +$88.2K +518 +17%
ZIC
2041
ZWJ Investment Counsel
Georgia
$764K -$149K -875 -20%
CIA
2042
Cladis Investment Advisory
Montana
$764K -$49.7K -292 -7%
WJWM
2043
Williams Jones Wealth Management
New York
$763K -$504K -2,957 -45%
RWM
2044
Revisor Wealth Management
Ohio
$762K +$612K +3,593 New
SIA
2045
Schear Investment Advisers
Ohio
$761K -$6.81K -40 -1%
TIA
2046
Traphagen Investment Advisors
New Jersey
$758K -$74.3K -436 -11%
ACA
2047
Atlas Capital Advisors
Wyoming
$756K +$219K +1,285 +56%
JC
2048
JB Capital
Connecticut
$756K +$8.52K +50 +1%
CPC
2049
Consolidated Planning Corp
Georgia
$756K +$94K +552 +18%
KA
2050
Klingman & Associates
New York
$754K -$27.2K -160 -4%
80 81
82
83 84