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Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
2026
Freedom Investment Management
Connecticut
$3.1M -$507K -4,200 -16%
IEFM
2027
IQ EQ Fund Management
Ireland
$3.1M -$123K -1,020 -4%
KIG
2028
Kessler Investment Group
Indiana
$3.09M -$4.24M -35,120 -61%
PCA
2029
Private Capital Advisors
Connecticut
$3.09M +$2.42K +20 +0.1%
VWM
2030
Vigilare Wealth Management
Arizona
$3.08M -$181K -1,500 -6%
IAP
2031
Indie Asset Partners
Indiana
$3.07M -$556K -4,600 -19%
LP
2032
LGL Partners
Pennsylvania
$3.07M -$26.6K -220 -1%
FPCG
2033
Fort Pitt Capital Group
Pennsylvania
$3.06M -$314K -2,600 -10%
22CM
2034
20/20 Capital Management
California
$3.06M -$29K -240 -1%
FCIM
2035
Fairview Capital Investment Management
California
$3.04M +$2M +16,520 +300%
UM
2036
Ulysses Management
New York
$3.04M -$5.8M -48,000 -69%
GBBWRPM
2037
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$3.04M -$278K -2,300 -9%
BSAM
2038
Blue Square Asset Management
New York
$3.03M -$674K -5,580 -20%
SIM
2039
Sterling Investment Management
Arizona
$3.02M -$114K -940 -4%
PWM
2040
Peterson Wealth Management
Nevada
$3.01M +$118K +980 +5%
NGA
2041
Naples Global Advisors
Florida
$3M – – –
AL
2042
Arnhold LLC
New York
$3M – – –
EW
2043
Evoke Wealth
California
$3M +$546K +4,520 +26%
BFG
2044
Beacon Financial Group
Texas
$3M -$50.7K -420 -2%
SW
2045
StrongBox Wealth
Missouri
$3M +$106K +880 +4%
BSB
2046
Bangor Savings Bank
Maine
$2.98M +$7.25K +60 +0.3%
DCM
2047
Davidson Capital Management
Texas
$2.98M +$84.5K +700 +3%
AIM
2048
Axiom Investment Management
New York
$2.98M -$114K -940 -4%
TL
2049
TrueWealth LLC
Georgia
$2.97M -$229K -1,900 -8%
FLI
2050
Family Legacy Inc
South Carolina
$2.97M +$29K +240 +1%
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