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Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
2026
Lathrop Investment Management
Arkansas
$14.4M -$3.6M -17,804 -20%
LD
2027
Lipe & Dalton
New York
$14.4M -$397K -1,968 -3%
WFA
2028
Wellspring Financial Advisors
Ohio
$14.4M +$576K +2,852 +4%
DBIA
2029
Dumont & Blake Investment Advisors
New Jersey
$14.3M +$43.8K +217 +0.3%
TAM
2030
Titleist Asset Management
Texas
$14.3M +$88.5K +438 +0.6%
BB
2031
Bell Bank
North Dakota
$14.3M -$75.1K -372 -0.5%
BWP
2032
Balboa Wealth Partners
Arizona
$14.3M +$272K +1,346 +2%
PPW
2033
Pasadena Private Wealth
California
$14.3M +$45.8K +227 +0.3%
TPWA
2034
Twin Peaks Wealth Advisors
California
$14.3M -$233K -1,153 -2%
LAM
2035
L2 Asset Management
Massachusetts
$14.3M +$742K +3,673 +6%
EBT
2036
Enterprise Bank & Trust
Massachusetts
$14.3M +$6.06K +30 +0%
GPI
2037
General Partner Inc
Pennsylvania
$14.3M -$510K -2,525 -3%
FDS
2038
First Dallas Securities
Texas
$14.3M -$427K -2,112 -3%
TIA
2039
Trust Investment Advisors
Indiana
$14.3M -$418K -2,069 -3%
HAM
2040
Harmony Asset Management
Arizona
$14.3M -$235K -1,165 -2%
PL
2041
Perpetual Ltd
Australia
$14.3M +$514K +2,543 +4%
BONST
2042
Bank of Nova Scotia Trust
Ontario, Canada
$14.3M +$78.2K +387 +0.6%
HWA
2043
HHM Wealth Advisors
Tennessee
$14.3M +$79K +391 +0.6%
EFG
2044
Ethos Financial Group
Pennsylvania
$14.3M -$12M -59,247 -46%
SFS
2045
Summit Financial Strategies
Ohio
$14.3M -$39.6K -196 -0.3%
PG
2046
Patten Group
Tennessee
$14.2M -$829K -4,104 -6%
KLCM
2047
KG&L Capital Management
Louisiana
$14.2M +$3.31M +16,373 +31%
BDA
2048
Borer Denton & Associates
Pennsylvania
$14.2M -$70.7K -350 -0.5%
FFO
2049
Fortitude Family Office
Arizona
$14.2M -$13.3K -66 -0.1%
LF
2050
Lee Financial
Texas
$14.2M -$156K -773 -1%
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