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Name Holding Trade Value Shares
Change 		Change in
Stake
CMS
2026
Capital Market Strategies
Florida
$9.13M +$186K +1,304 +2%
FCA
2027
FLC Capital Advisors
California
$9.12M +$8.72K +61 +0.1%
GU
2028
Georgetown University
District of Columbia
$9.11M +$16K +112 +0.2%
BDA
2029
Borer Denton & Associates
Pennsylvania
$9.1M -$42.9K -300 -0.4%
NWM
2030
Nicola Wealth Management
British Columbia, Canada
$9.1M -$2.72M -19,000 -21%
WA
2031
Whitebox Advisors
Minnesota
$9.1M +$2.86M +20,000 +40%
SIC
2032
Sterling Investment Counsel
New York
$9.09M +$2.13M +14,870 +27%
GG
2033
Golden Green
South Carolina
$9.08M -$506K -3,540 -5%
TWM
2034
TriaGen Wealth Management
California
$9.08M +$8.43K +59 +0.1%
KLCM
2035
KG&L Capital Management
Louisiana
$9.08M -$1.24M -8,676 -11%
DWMS
2036
Dominguez Wealth Management Solutions
Virginia
$9.08M +$9.98M +69,851 New
BCPWM
2037
Bradley & Co Private Wealth Management
Florida
$9.06M +$13K +91 +0.1%
ATFA
2038
All Terrain Financial Advisors
Minnesota
$9.06M +$73.9K +517 +0.7%
ATIA
2039
American Trust Investment Advisors
New Hampshire
$9.06M -$41.4K -290 -0.4%
AIA
2040
Arbor Investment Advisors
North Carolina
$9.06M +$7.47M +52,236 +299%
BWM
2041
Baystate Wealth Management
Massachusetts
$9.05M -$700K -4,897 -7%
KMWM
2042
Keudell/Morrison Wealth Management
Oregon
$9.03M -$170K -1,189 -2%
TPA
2043
Trivium Point Advisory
Connecticut
$9.02M +$314K +2,200 +3%
CCM
2044
Carmel Capital Management
California
$9.01M -$1.82M -12,760 -16%
LFG
2045
Larson Financial Group
Missouri
$9M -$300K -2,098 -3%
TIMH
2046
Tilt Investment Management Holdings
New York
$8.99M +$9.89M +69,214 New
SC
2047
Solstein Capital
California
$8.99M -$579K -4,048 -6%
CQS
2048
Credential Qtrade Securities
$8.99M -$71.2K -498 -0.7%
SC
2049
Stolper & Co
Oklahoma
$8.98M +$385K +2,697 +4%
IDA
2050
Intelligence Driven Advisers
California
$8.96M -$76.9K -538 -0.8%
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