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Name Holding Trade Value Shares
Change
Change in
Stake
WCAMG
2026
Woodard & Company Asset Management Group
North Carolina
$6.23M +$66K +852 +1%
ARMT
2027
Amica Retiree Medical Trust
Rhode Island
$6.23M
LCAM
2028
London & Capital Asset Management
United Kingdom
$6.21M +$1.3M +16,716 +33%
BHBT
2029
Burke & Herbert Bank & Trust
Virginia
$6.21M -$148K -1,904 -3%
GAM
2030
Grandview Asset Management
Pennsylvania
$6.2M +$5.27M +68,020 New
HHAA
2031
Henry H. Armstrong Associates
Pennsylvania
$6.19M +$9.92K +128 +0.2%
RWM
2032
RKL Wealth Management
Pennsylvania
$6.17M +$48K +620 +0.9%
BL
2033
BCWM LLC
Kansas
$6.16M -$277K -3,572 -5%
BAM
2034
Baldrige Asset Management
Pennsylvania
$6.15M +$6.2K +80 +0.1%
PBT
2035
Pictet Bank & Trust
Bahamas
$6.14M -$1.27M -16,360 -20%
CIP
2036
Convergence Investment Partners
Florida
$6.14M -$648K -8,364 -11%
IWA
2037
Intercontinental Wealth Advisors
Texas
$6.14M +$1.6M +20,712 +44%
CWM
2038
Confluence Wealth Management
Oregon
$6.11M +$140K +1,812 +3%
PWPS
2039
Pinnacle Wealth Planning Services
Ohio
$6.1M -$427K -5,508 -8%
SRC
2040
Sage Rhino Capital
California
$6.1M -$334K -4,316 -6%
CFD
2041
Creative Financial Designs
Indiana
$6.08M +$2.64M +34,044 +104%
SKK
2042
Shepherd Kaplan Krochuk
Massachusetts
$6.08M +$5.17M +66,660 New
TCM
2043
Towercrest Capital Management
Pennsylvania
$6.07M -$66.6K -860 -1%
NL
2044
NVWM LLC
Pennsylvania
$6.06M +$99.8K +1,288 +2%
MIM
2045
Moseley Investment Management
Florida
$6.05M +$152K +1,964 +3%
SCG
2046
Sonata Capital Group
Washington
$6.05M +$620 +8 +0%
MAWCM
2047
Mine & Arao Wealth Creation & Management
California
$6.04M -$2.48K -32 -0%
HIM
2048
Harbour Investment Management
Washington
$6.04M -$98.3K -1,268 -2%
CWA
2049
Clarus Wealth Advisors
Arizona
$6.01M -$652K -8,416 -12%
EM
2050
ELCO Management
New York
$6M +$18K +232 +0.4%