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Name Holding Trade Value Shares
Change
Change in
Stake
OAM
2026
Oak Asset Management
California
$1.48M
EPWM
2027
Essex Private Wealth Management
Massachusetts
$1.48M +$1.42M +16,020 New
BBCM
2028
Boardman Bay Capital Management
New York
$1.48M +$1.42M +16,000 New
TCPWM
2029
Traverso Chambers Private Wealth Management
California
$1.48M -$17.7K -200 -1%
GCC
2030
Guardian Capital (Canada)
Ontario, Canada
$1.48M -$253K -2,860 -15%
PP
2031
Patten & Patten
Tennessee
$1.47M -$131K -1,480 -9%
B
2032
Bridgeworth
Alabama
$1.47M -$14.2K -160 -1%
C
2033
Certuity
Florida
$1.47M +$1.41M +15,880 New
BONST
2034
Bank of Nova Scotia Trust
Ontario, Canada
$1.47M +$533K +6,020 +61%
BB
2035
Bell Bank
North Dakota
$1.46M +$12.4K +140 +0.9%
FCCM
2036
First City Capital Management
Georgia
$1.46M +$99.1K +1,120 +8%
CHAM
2037
Clear Harbor Asset Management
Connecticut
$1.45M -$193K -2,180 -12%
AFAS
2038
Acorn Financial Advisory Services
Virginia
$1.45M +$1.39M +15,700 New
VA
2039
Valmark Advisers
Ohio
$1.43M -$979K -11,060 -42%
PV
2040
Private Vista
Illinois
$1.43M -$42.5K -480 -3%
SRC
2041
Shufro Rose & Co
New York
$1.43M +$103K +1,160 +8%
HHAA
2042
Henry H. Armstrong Associates
Pennsylvania
$1.43M +$1.37M +15,460 New
LMAM
2043
Legg Mason Asset Management
Japan
$1.42M -$173K -1,960 -12%
WSC
2044
Wellington Shields & Co
New York
$1.42M -$407K -4,600 -23%
LA
2045
Legacy Advisors
Pennsylvania
$1.41M +$60.2K +680 +5%
CF
2046
CNA Financial
Illinois
$1.41M +$1.35M +15,300 New
BCM
2047
Blume Capital Management
California
$1.41M
EP
2048
Eudaimonia Partners
Tennessee
$1.41M +$1.35M +15,280 New
RI
2049
Rudd International
Florida
$1.41M -$76.1K -860 -5%
HL
2050
HeadInvest LLC
Maine
$1.4M -$97.4K -1,100 -7%