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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2026
Palumbo Wealth Management
New York
$20.1M +$49.5K +173 +0.2%
KI
2027
KTF Investments
California
$20.1M -$1.55M -5,418 -7%
KIG
2028
Kennedy Investment Group
New Jersey
$20.1M -$616K -2,153 -3%
HCP
2029
Hexagon Capital Partners
Arkansas
$20.1M -$1.92M -6,696 -9%
DM
2030
Diversified Management
Wisconsin
$20.1M -$1.03M -3,600 -5%
TTIC
2031
Tower Trust & Investment Company
Iowa
$20M -$193K -675 -1%
CA
2032
CapWealth Advisors
Tennessee
$20M -$833K -2,911 -4%
TPWA
2033
Twin Peaks Wealth Advisors
California
$20M -$1.6M -5,595 -8%
GAM
2034
Grandview Asset Management
Pennsylvania
$19.9M -$411K -1,438 -2%
WA
2035
WBH Advisory
Maryland
$19.9M -$653K -2,282 -3%
LI
2036
LRI Investments
Florida
$19.9M -$289K -1,009 -1%
TCOO
2037
Trust Company of Oklahoma
Oklahoma
$19.9M -$99K -346 -0.5%
HAM
2038
Harmony Asset Management
Arizona
$19.9M -$494K -1,726 -2%
PG
2039
Patten Group
Tennessee
$19.9M +$662K +2,315 +3%
NFG
2040
Northbridge Financial Group
Florida
$19.9M +$286K +1,000 +1%
HWA
2041
HHM Wealth Advisors
Tennessee
$19.9M -$36.3K -127 -0.2%
BB
2042
Berkshire Bank
Massachusetts
$19.8M -$626K -2,188 -3%
BONH
2043
Bank of New Hampshire
New Hampshire
$19.8M -$468K -1,637 -2%
IA
2044
IFG Advisors
Missouri
$19.8M +$4K +14 +0%
AGC
2045
Aspen Grove Capital
Colorado
$19.7M +$666K +2,329 +4%
HWAM
2046
Hennion & Walsh Asset Management
New Jersey
$19.7M +$164K +575 +0.9%
ITC
2047
Inspire Trust Company
Nevada
$19.7M – – –
CAC
2048
Core Alternative Capital
Georgia
$19.7M -$3.59M -12,564 -16%
IF
2049
Intrua Financial
Texas
$19.7M -$310K -1,085 -2%
RIG
2050
Renaissance Investment Group
Massachusetts
$19.6M -$253K -885 -1%
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