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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2026
Baron Wealth Management
Michigan
$746K -$120K -1,366 -12%
NWAG
2027
Net Worth Advisory Group
Utah
$745K -$551K -6,254 -37%
CPA
2028
Capital Performance Advisors
California
$745K -$1.09M -12,384 -54%
CWM
2029
Connecticut Wealth Management
Connecticut
$745K +$79.5K +903 +9%
LWA
2030
Lantern Wealth Advisors
New York
$744K +$88 +1 +0%
AHL
2031
Abel Hall LLC
Louisiana
$741K -$213K -2,421 -19%
MIM
2032
Merrion Investment Management
New Jersey
$741K -$19.8K -225 -2%
WDC
2033
Woodward Diversified Capital
California
$741K -$94.8K -1,076 -9%
TFA
2034
Transamerica Financial Advisors
Florida
$740K -$367K -4,169 -29%
FWCM
2035
Ferguson Wellman Capital Management
Oregon
$739K +$185K +2,098 +25%
HW
2036
Hedeker Wealth
Illinois
$738K +$17.6K +200 +2%
CM
2037
Cercano Management
Washington
$738K -$53.6M -608,097 -98%
VFG
2038
V2 Financial group
Illinois
$736K +$148K +1,684 +20%
SIA
2039
SGL Investment Advisors
Montana
$735K +$333K +3,783 +65%
CFG
2040
Carr Financial Group
Massachusetts
$735K +$9.69K +110 +1%
PWP
2041
Perfromance Wealth Partners
Illinois
$735K -$439K -4,986 -33%
EW
2042
Elyxium Wealth
California
$735K +$274K +3,109 +43%
ABLA
2043
Alan B. Lancz & Associates
Ohio
$732K -$2.64K -30 -0.3%
GAA
2044
Guardian Asset Advisors
Pennsylvania
$732K +$903K +10,252 New
CSPIA
2045
Cary Street Partners Investment Advisory
Virginia
$731K +$74.6K +847 +9%
IIA
2046
IPG Investment Advisors
California
$731K -$1.36M -15,452 -60%
FFP
2047
FourThought Financial Partners
Florida
$730K +$35.2K +400 +4%
ERWM
2048
Elk River Wealth Management
Colorado
$728K -$2.81M -31,888 -76%
HPM
2049
Hoxton Planning & Management
West Virginia
$728K -$59.2K -672 -6%
PAI
2050
Pittenger & Anderson Inc
Nebraska
$726K -$882K -10,017 -50%
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