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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2026
Jupiter Wealth Management
Colorado
$11.9M +$461K +2,512 +4%
IDA
2027
Intelligence Driven Advisers
California
$11.8M -$105K -573 -0.8%
ICM
2028
IMS Capital Management
Oregon
$11.8M -$70.4K -384 -0.6%
EAM
2029
EULAV Asset Management
Florida
$11.8M -$548K -2,990 -4%
ITIM
2030
Indiana Trust & Investment Management
Indiana
$11.8M -$252K -1,374 -2%
BIM
2031
Baldwin Investment Management
Pennsylvania
$11.8M -$91.1K -497 -0.7%
LWM
2032
LJI Wealth Management
Indiana
$11.8M +$274K +1,495 +2%
KMWM
2033
Keudell/Morrison Wealth Management
Oregon
$11.8M -$41.3K -225 -0.3%
PCIG
2034
Partners Capital Investment Group
Massachusetts
$11.8M +$1.61M +8,781 +15%
KLCM
2035
KG&L Capital Management
Louisiana
$11.8M +$366K +1,997 +3%
COCM
2036
Charter Oak Capital Management
New Hampshire
$11.8M +$9.54K +52 +0.1%
CWM
2037
Centric Wealth Management
Illinois
$11.7M -$236K -1,289 -2%
ATIA
2038
American Trust Investment Advisors
New Hampshire
$11.7M +$49.3K +269 +0.4%
KNW
2039
Kesler Norman & Wride
Utah
$11.7M -$198K -1,079 -2%
APW
2040
Austin Private Wealth
Texas
$11.7M +$2.21M +12,062 +21%
OHWP
2041
Oak Harbor Wealth Partners
North Carolina
$11.7M -$123K -672 -1%
MFC
2042
Mechanics Financial Corp
Ohio
$11.7M -$106K -580 -0.8%
CT
2043
Clearstead Trust
Maine
$11.7M +$585K +3,189 +5%
HCM
2044
Highlander Capital Management
New Jersey
$11.7M +$1.39M +7,570 +12%
SC
2045
Stolper & Co
Oklahoma
$11.7M +$6.24K +34 +0%
WA
2046
WealthTrust Axiom
Pennsylvania
$11.7M -$4.5M -24,515 -26%
WA
2047
WBH Advisory
Maryland
$11.6M -$515K -2,807 -4%
GG
2048
Golden Green
South Carolina
$11.6M -$51K -278 -0.4%
EWM
2049
Evermay Wealth Management
Virginia
$11.6M -$587K -3,202 -5%
DIM
2050
Delta Investment Management
California
$11.6M +$76.3K +416 +0.6%
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