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Name Holding Trade Value Shares
Change 		Change in
Stake
IWN
2026
Independent Wealth Network
Iowa
$499K -$7.55K -181 -2%
AWM
2027
Aprio Wealth Management
Georgia
$498K -$130K -3,112 -22%
PIMG
2028
Patriot Investment Management Group
Tennessee
$498K -$184K -4,398 -28%
CAM
2029
Costello Asset Management
Pennsylvania
$497K -$4.17K -100 -0.9%
OL
2030
OneFund LLC
Florida
$497K +$2.17K +52 +0.5%
MSG
2031
Main Street Group
Virginia
$495K +$70.2K +1,681 +18%
BA
2032
Bridgewater Advisors
New York
$495K -$3.51K -84 -0.7%
WRPWM
2033
Werba Rubin Papier Wealth Management
California
$494K +$57.3K +1,372 +14%
MWM
2034
Mattern Wealth Management
Kansas
$493K – – –
GWANC
2035
Guardian Wealth Advisors (North Carolina)
North Carolina
$493K -$57.9K -1,388 -11%
ABLA
2036
Alan B. Lancz & Associates
Ohio
$490K – – –
SPC
2037
Spirepoint Private Client
Florida
$490K +$37.1K +888 +9%
OWA
2038
One Wealth Advisors
California
$489K -$3.88K -93 -0.8%
BWP
2039
Baldwin Wealth Partners
Massachusetts
$489K +$324K +7,752 +248%
SHF
2040
Safe Harbor Fiduciary
Florida
$488K +$454K +10,876 New
HCM
2041
Howland Capital Management
Massachusetts
$488K -$181K -4,344 -29%
BWM
2042
BCS Wealth Management
Tennessee
$487K -$12.3K -295 -3%
KBG
2043
Kahn Brothers Group
New York
$487K +$44.7K +1,072 +11%
FAFN
2044
First Affirmative Financial Network
Colorado
$487K +$19.6K +470 +5%
OFS
2045
Oldfather Financial Services
Nebraska
$486K +$2.04K +49 +0.5%
CT
2046
Clearstead Trust
Maine
$484K -$876 -21 -0.2%
IPWA
2047
International Private Wealth Advisors
California
$484K -$19.2K -461 -4%
LGA
2048
Lebenthal Global Advisors
New York
$484K -$12.5K -300 -3%
PGAM
2049
Princeton Global Asset Management
New Jersey
$482K -$22.5K -538 -5%
OFS
2050
OneAscent Financial Services
Alabama
$482K -$148K -3,540 -25%
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