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Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
2026
Independent Solutions Wealth Management
New York
$195K -$457K -28,951 -71%
RPCONE
2027
Retirement Planning Company of New England
Rhode Island
$195K +$15.3K +972 +9%
OPWM
2028
Oxinas Partners Wealth Management
Indiana
$194K +$284 +18 +0.2%
FMI
2029
F/M Investments
District of Columbia
$194K +$3.76K +238 +2%
OWA
2030
Opal Wealth Advisors
New York
$194K -$42.7K -2,705 -19%
LCM
2031
LCM Capital Management
Illinois
$194K -$14.4K -912 -7%
FA
2032
Faithward Advisors
Pennsylvania
$193K -$43.3K -2,740 -20%
CCM
2033
Cohen Capital Management
California
$192K – – –
HIA
2034
Harbor Investment Advisory
Maryland
$192K +$49K +3,104 +37%
GFPC
2035
Global Financial Private Client
Florida
$192K -$122K -7,747 -40%
GC
2036
Gratus Capital
Georgia
$192K -$9.06K -574 -5%
WCM
2037
WealthBridge Capital Management
Ohio
$192K +$180K +11,421 New
SFG
2038
Sather Financial Group
Texas
$191K – – –
TC
2039
Trilogy Capital
California
$191K +$14K +887 +8%
OPPS
2040
Obsidian Personal Planning Solutions
Maryland
$191K -$38.7K -2,454 -18%
WCM
2041
Windsor Capital Management
Arizona
$191K – – –
NPFS
2042
Novak & Powell Financial Services
Florida
$191K +$180K +11,370 New
WCM
2043
Wedge Capital Management
North Carolina
$190K +$1.39K +88 +0.8%
HP
2044
HT Partners
Connecticut
$190K – – –
PJSIMP
2045
P.J. Schmidt Investment Management (PJS)
Wisconsin
$190K -$81.1K -5,138 -32%
AI
2046
Accredited Investors
Minnesota
$190K -$1.12K -71 -0.6%
BIG
2047
Builder Investment Group
Georgia
$190K – – –
EP
2048
Essential Planning
New Hampshire
$189K +$2.31K +146 +1%
NFG
2049
Norris Financial Group
South Carolina
$188K +$177K +11,219 New
TAM
2050
TCP Asset Management
Ohio
$188K +$177K +11,211 New
80 81
82
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