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Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
2026
Lockerman Financial Group
California
$210K – – –
OPCM
2027
Osborne Partners Capital Management
California
$210K -$22.9K -233 -9%
FC
2028
Fusion Capital
South Carolina
$210K +$5.5K +56 +2%
SAG
2029
Spotlight Asset Group
Illinois
$210K -$95.4K -972 -30%
WI
2030
WrapManager Inc
California
$209K +$225K +2,291 New
RFN
2031
Redwood Financial Network
Ohio
$208K -$42.4K -432 -16%
GC
2032
Gibson Capital
Pennsylvania
$208K – – –
MW
2033
MBL Wealth
North Carolina
$208K -$305K -3,106 -58%
CCA
2034
Cora Capital Advisors
New Jersey
$208K -$13.6K -139 -6%
WP
2035
WealthShield Partners
North Carolina
$206K +$196 +2 +0.1%
CSIA
2036
Charles Schwab Investment Advisory
California
$206K +$9.81K +100 +5%
AGWCA
2037
Annis Gardner Whiting Capital Advisors
Florida
$206K +$222K +2,258 New
LHEI
2038
Leo H. Evart Inc
California
$205K +$98 +1 +0%
AFPL
2039
Advus Financial Partners, LLC
Florida
$205K -$46.1K -470 -17%
PWM
2040
Palumbo Wealth Management
New York
$205K +$221K +2,250 New
LFP
2041
Lakeshore Financial Planning
Michigan
$205K +$220K +2,246 New
BCAM
2042
Boston Common Asset Management
Massachusetts
$205K -$18.6K -190 -8%
CIP
2043
Convergence Investment Partners
Florida
$205K +$589 +6 +0.3%
CFD
2044
Creative Financial Designs
Indiana
$205K +$10.1K +103 +5%
NRWA
2045
North Ridge Wealth Advisors
Oregon
$203K – – –
JSW
2046
Journey Strategic Wealth
New Jersey
$203K – – –
WLPWM
2047
Walled Lake Planning & Wealth Management
Illinois
$203K +$98 +1 +0%
GWP
2048
Gateway Wealth Partners
Wisconsin
$203K +$218K +2,224 New
GA
2049
Goldstein Advisors
Wisconsin
$203K -$27.8K -283 -11%
CAWM
2050
Capital Advisors Wealth Management
Washington
$202K -$37.4K -381 -15%
80 81
82
83 84