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Name Holding Trade Value Shares
Change 		Change in
Stake
KWS
2026
Keystone Wealth Services
California
$9.61M +$82.2K +543 +0.8%
GCM
2027
Gables Capital Management
Florida
$9.6M +$13.6K +90 +0.1%
WIC
2028
WealthBridge Investment Counsel
Alberta, Canada
$9.59M -$25.7K -170 -0.2%
GG
2029
Golden Green
South Carolina
$9.57M -$82.1K -542 -0.8%
OHWP
2030
Oak Harbor Wealth Partners
North Carolina
$9.57M +$130K +856 +1%
WM
2031
WS Management
Florida
$9.57M +$10.6M +70,000 New
ITIM
2032
Indiana Trust & Investment Management
Indiana
$9.56M -$102K -671 -1%
GU
2033
Georgetown University
District of Columbia
$9.55M +$16.8K +111 +0.2%
NAMA
2034
Nikko Asset Management Americas
New York
$9.55M +$387K +2,553 +4%
SCA
2035
Stokes Capital Advisors
South Carolina
$9.54M +$5K +33 +0%
CBT
2036
CoreFirst Bank & Trust
Kansas
$9.53M -$406K -2,684 -4%
WOSD
2037
WFA of San Diego
California
$9.53M -$241K -1,589 -2%
RFWA
2038
RPg Family Wealth Advisory
Massachusetts
$9.53M -$30.1K -199 -0.3%
IP
2039
Investment Partners
Ohio
$9.52M +$563K +3,719 +6%
TIP
2040
Torray Investment Partners
Maryland
$9.51M -$174K -1,148 -2%
OCM
2041
Orleans Capital Management
Louisiana
$9.51M -$151K -994 -1%
HAC
2042
Harbor Advisory Corp
New Hampshire
$9.49M +$517K +3,411 +5%
TWM
2043
TriaGen Wealth Management
California
$9.48M -$15.9K -105 -0.2%
MPIM
2044
McGinn Penninger Investment Management
Virginia
$9.47M +$16.7K +110 +0.2%
ISWM
2045
Independent Solutions Wealth Management
New York
$9.47M -$793K -5,239 -7%
ST
2046
Somerset Trust
Pennsylvania
$9.47M -$74.5K -492 -0.7%
MAM
2047
Morse Asset Management
Connecticut
$9.46M -$340K -2,245 -3%
ATFA
2048
All Terrain Financial Advisors
Minnesota
$9.45M +$199K +1,314 +2%
CMS
2049
Capital Market Strategies
Florida
$9.45M -$22.6K -149 -0.2%
IF
2050
IRON Financial
Illinois
$9.44M -$574K -3,791 -5%
80 81
82
83 84