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Name Holding Trade Value Shares
Change
Change in
Stake
NGA
2026
Naples Global Advisors
Florida
$3.54M +$117K +740 +3%
IEFM
2027
IQ EQ Fund Management
Ireland
$3.53M
BFG
2028
Beacon Financial Group
Texas
$3.52M -$3.15K -20 -0.1%
QCIG
2029
Quad-Cities Investment Group
Iowa
$3.52M -$199K -1,260 -5%
PO
2030
Private Ocean
California
$3.5M +$132K +840 +4%
IDBONY
2031
Israel Discount Bank of New York
New York
$3.5M -$407K -2,580 -10%
HFRG
2032
Houlihan Financial Resource Group
Virginia
$3.5M +$3.51M +22,280 New
SW
2033
StrongBox Wealth
Missouri
$3.49M +$72.5K +460 +2%
TBA
2034
Tower Bridge Advisors
Pennsylvania
$3.48M +$281K +1,780 +9%
BSAM
2035
Blue Square Asset Management
New York
$3.48M +$18.9K +120 +0.5%
TP
2036
Tranquility Partners
Tennessee
$3.47M -$757K -4,800 -18%
AWM
2037
Aries Wealth Management
Maine
$3.47M -$293K -1,860 -8%
FNC
2038
First National Corp
Massachusetts
$3.47M -$41K -260 -3%
AIM
2039
Axiom Investment Management
New York
$3.46M +$85.1K +540 +3%
PP
2040
Palladium Partners
Virginia
$3.45M -$170K -1,080 -5%
AAS
2041
Annex Advisory Services
Wisconsin
$3.43M -$574K -3,640 -14%
AL
2042
Arnhold LLC
New York
$3.43M
ESB
2043
Essex Savings Bank
Connecticut
$3.43M +$34.7K +220 +1%
LP
2044
LGL Partners
Pennsylvania
$3.42M -$85.1K -540 -2%
FNBOMD
2045
First National Bank of Mount Dora
Florida
$3.42M +$788K +5,000 +30%
FLI
2046
Family Legacy Inc
South Carolina
$3.4M +$9.46K +60 +0.3%
HCM
2047
Highlander Capital Management
New Jersey
$3.39M -$527K -3,340 -13%
CGA
2048
Crescent Grove Advisors
Illinois
$3.39M +$44.1K +280 +1%
AFA
2049
American Financial Advisors
Georgia
$3.37M -$37.8K -240 -1%
OCM
2050
One Capital Management
California
$3.37M -$6.31K -40 -0.2%