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Name Holding Trade Value Shares
Change
Change in
Stake
JEST
2026
JTC Employer Solutions Trustee
Jersey
$12.7M +$2.21M +8,802 +20%
LTI
2027
Laffer Tengler Investments
Tennessee
$12.7M -$66.8K -266 -0.5%
KCG
2028
Kinsale Capital Group
Virginia
$12.7M +$13.3M +53,115 New
CCM
2029
Canal Capital Management
Virginia
$12.7M +$1.42M +5,646 +12%
SGA
2030
Strategic Global Advisors
California
$12.7M +$452K +1,800 +4%
EW
2031
Elyxium Wealth
California
$12.6M +$7.02M +27,957 +111%
ACG
2032
Allen Capital Group
Nebraska
$12.6M +$170K +676 +1%
DRD
2033
Dennis R. Delaney
$12.6M -$45.9K -183 -0.3%
CNWM
2034
Clay Northam Wealth Management
California
$12.6M +$29.1K +116 +0.2%
PHM
2035
Prospect Hill Management
New Jersey
$12.6M +$12.6K +50 +0.1%
AC
2036
Annandale Capital
Texas
$12.6M +$11.3K +45 +0.1%
KLWA
2037
Kelly Lawrence W & Associates
California
$12.6M +$50.2K +200 +0.4%
MM
2038
Morangie Management
Florida
$12.6M -$90.4K -360 -0.7%
APP
2039
Avantax Planning Partners
Iowa
$12.6M -$148K -588 -1%
BWP
2040
Balboa Wealth Partners
Arizona
$12.6M -$790K -3,146 -6%
PWPS
2041
Pinnacle Wealth Planning Services
Ohio
$12.5M -$428K -1,704 -3%
LJAC
2042
L.J. Altfest & Co
New York
$12.5M +$1.16M +4,625 +10%
XF
2043
XML Financial
Maryland
$12.5M -$289K -1,152 -2%
LHC
2044
Little House Capital
Massachusetts
$12.5M -$63.3K -252 -0.5%
WIS
2045
Wright Investors Service
Connecticut
$12.5M -$107K -426 -0.8%
MAM
2046
Meeder Asset Management
Ohio
$12.5M +$3.51M +13,970 +36%
KWM
2047
Keebeck Wealth Management
Illinois
$12.5M +$1.51M +5,996 +13%
SP
2048
Saranac Partners
$12.5M +$964K +3,842 +8%
HAS
2049
HBW Advisory Services
California
$12.4M +$295K +1,176 +2%
AC
2050
AlpenGlobal Capital
California
$12.4M -$205K -815 -2%