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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2026
Slow Capital
California
$239K +$222K +8,143 New
BWFA
2027
Baltimore-Washington Financial Advisors
Maryland
$238K +$37.4K +1,368 +20%
BFPW
2028
BOK Financial Private Wealth
Colorado
$237K -$398K -14,571 -64%
VNA
2029
VNBTrust National Association
Virginia
$237K -$8.6K -315 -4%
ABP
2030
Arthur B. Page
$237K – – –
KC
2031
KHP Capital
Oklahoma
$236K +$219K +8,033 New
CMO
2032
Covenant Multifamily Offices
Texas
$235K +$218K +7,996 New
FAN
2033
Financial Advisors Network
California
$233K +$7.4K +271 +4%
HA
2034
Harborview Advisors
Maine
$232K +$216K +7,912 New
KA
2035
Kaizen Advisory
Illinois
$231K +$215K +7,874 New
W
2036
WealthShield
North Carolina
$231K +$217K +7,947 New
WP
2037
WealthShield Partners
North Carolina
$231K +$217K +7,947 New
CAAS
2038
Capital Asset Advisory Services
Michigan
$230K -$121K -4,431 -36%
DA
2039
Doliver Advisors
Texas
$230K +$214K +7,838 New
WAG
2040
Winthrop Advisory Group
Massachusetts
$230K +$228K +8,333 New
DOA
2041
D'Orazio & Associates
Virginia
$227K +$23.9K +875 +13%
SRCM
2042
Swift Run Capital Management
Virginia
$226K – – –
IP
2043
Isthmus Partners
Wisconsin
$225K -$38.9K -1,423 -16%
CA
2044
Crewe Advisors
Utah
$223K +$207K +7,594 New
WF
2045
WoodTrust Financial
Wisconsin
$223K +$207K +7,596 New
RP
2046
Riverbridge Partners
Minnesota
$222K +$5.24K +192 +3%
GCA
2047
Greenwood Capital Associates
South Carolina
$219K – – –
WIM
2048
Westside Investment Management
California
$217K +$112K +4,100 +120%
AC
2049
Allstate Corporation
Illinois
$217K +$1.04K +38 +0.5%
AMM
2050
American Money Management
California
$216K +$2.24K +82 +1%
80 81
82
83 84