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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2026
Purus Wealth Management
California
$507K -$23.7K -584 -4%
RIS
2027
Richmond Investment Services
Wisconsin
$507K -$13.2K -325 -3%
MGAM
2028
McGowan Group Asset Management
Texas
$504K -$23.5K -579 -4%
OFS
2029
OMC Financial Services
New York
$502K -$5.31K -131 -1%
TT
2030
TI-Trust
Illinois
$502K +$3.33K +82 +0.7%
OL
2031
OneFund LLC
Florida
$502K +$25.8K +636 +5%
TWM
2032
Trueblood Wealth Management
Ohio
$500K -$83.6K -2,062 -14%
RFA
2033
Rollins Financial Advisors
New York
$500K -$93K -2,292 -16%
WA
2034
Wealth Architects
California
$499K -$12K -296 -2%
SC
2035
Steph & Co
Wisconsin
$498K -$63.6K -1,567 -11%
SSWM
2036
Sheets Smith Wealth Management
North Carolina
$498K -$37.2K -917 -7%
RRA
2037
Round Rock Advisors
Connecticut
$497K +$6.04K +149 +1%
CSPIA
2038
Cary Street Partners Investment Advisory
Virginia
$496K -$58.7K -1,448 -11%
LC
2039
LCNB Corp
Ohio
$496K +$6.81K +168 +1%
PH
2040
Pinnacle Holdings
Oklahoma
$496K +$36.4K +897 +8%
OP
2041
Oslo Pensjonsforsikring
$496K – – –
DWMS
2042
Dominguez Wealth Management Solutions
Virginia
$496K -$86.8K -2,141 -15%
KHCM
2043
Kirtland Hills Capital Management
Ohio
$495K -$46.2K -1,140 -9%
KSB
2044
Kennebec Savings Bank
Maine
$494K -$58.3K -1,437 -11%
CA
2045
Crumly & Associates
Illinois
$494K -$10K -247 -2%
CIA
2046
Compass Ion Advisors
Pennsylvania
$494K -$34.3K -846 -7%
GPA
2047
Garrison Point Advisors
California
$493K -$12.7K -313 -3%
CIM
2048
CIM Investment Management
Pennsylvania
$491K – – –
FNBOMD
2049
First National Bank of Mount Dora
Florida
$490K -$3.85K -95 -0.8%
FPWM
2050
FSB Premier Wealth Management
Iowa
$490K +$26.5K +654 +6%
80 81
82
83 84