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Name Holding Trade Value Shares
Change 		Change in
Stake
RP
2026
Riverbridge Partners
Minnesota
$2.76M – – –
LMAM
2027
Legg Mason Asset Management
Japan
$2.76M -$349K -7,200 -9%
HIM
2028
Harbour Investment Management
Washington
$2.76M +$68.8K +1,420 +2%
FSC
2029
Full Sail Capital
Oklahoma
$2.76M +$3.39M +69,908 New
FNC
2030
First National Corp
Massachusetts
$2.76M +$3.39M +69,912 New
BFC
2031
Bedel Financial Consulting
Indiana
$2.74M +$21.3K +440 +0.6%
TCM
2032
Tradewinds Capital Management
Washington
$2.74M +$450K +9,280 +15%
BCA
2033
Benchmark Capital Advisors
New York
$2.73M -$4.43M -91,460 -57%
NEIRG
2034
New England Investment & Retirement Group
Massachusetts
$2.73M -$99.7K -2,056 -3%
HCM
2035
Hilton Capital Management
New York
$2.73M +$252K +5,204 +8%
DC
2036
DeDora Capital
California
$2.72M -$97.9K -2,020 -3%
CWAG
2037
Compton Wealth Advisory Group
Virginia
$2.72M +$3.34M +68,900 New
BI
2038
Ballast Inc
Kentucky
$2.71M -$70.4K -1,452 -2%
MCM
2039
McRae Capital Management
New Jersey
$2.71M -$213K -4,396 -6%
PL
2040
Plancorp LLC
Missouri
$2.71M +$108K +2,224 +3%
EAMA
2041
EFG Asset Management (Americas)
Florida
$2.71M +$1.14M +23,556 +52%
HAI
2042
Hennessy Advisors Inc
California
$2.7M -$165K -3,412 -5%
HFS
2043
Howard Financial Services
Texas
$2.69M +$3.3M +68,140 New
PPP
2044
Private Portfolio Partners
New Jersey
$2.68M +$3.3M +67,976 New
CC
2045
Cypress Capital
Tennessee
$2.68M +$3.3M +67,988 New
AIA
2046
Alera Investment Advisors
Illinois
$2.68M +$3.29M +67,872 New
BCM
2047
Boltwood Capital Management
California
$2.67M -$671K -13,832 -17%
FAG
2048
Financial Advisory Group
Texas
$2.67M +$7.37K +152 +0.2%
HC
2049
HNP Capital
New York
$2.67M +$3.28M +67,700 New
FLI
2050
Family Legacy Inc
South Carolina
$2.66M -$18.4K -380 -0.6%
80 81
82
83 84