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Name Holding Trade Value Shares
Change
Change in
Stake
BIMC
2026
Benson Investment Management Company
Virginia
$8.53M -$60.8K -331 -0.7%
CIP
2027
Convergence Investment Partners
Florida
$8.52M +$2.68M +14,583 +49%
CBB
2028
Citizens Business Bank
California
$8.52M -$188K -1,021 -2%
WPW
2029
Warther Private Wealth
Ohio
$8.51M +$5.98M +32,570 +284%
LCC
2030
Lincoln Capital Corp
Rhode Island
$8.5M -$253K -1,376 -3%
AGWCA
2031
Annis Gardner Whiting Capital Advisors
Florida
$8.49M +$2.3M +12,504 +40%
SLWA
2032
San Luis Wealth Advisors
California
$8.47M +$8.05M +43,847 New
NG
2033
NatWest Group
United Kingdom
$8.46M -$6.25K -34 -0.1%
JFGIW
2034
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.46M +$1.46M +7,962 +22%
SP
2035
Stablepoint Partners
Massachusetts
$8.45M -$365K -1,988 -4%
HIM
2036
Herald Investment Management
United Kingdom
$8.45M
FWM
2037
Finer Wealth Management
Massachusetts
$8.41M -$260K -1,418 -3%
SHFA
2038
SS&H Financial Advisors
Michigan
$8.41M +$485K +2,640 +6%
HNW
2039
High Note Wealth
Minnesota
$8.41M +$223K +1,216 +3%
ICM
2040
IMS Capital Management
Oregon
$8.39M +$177K +965 +2%
EI
2041
Ellevest Inc
New York
$8.39M +$156K +847 +2%
LTI
2042
Laffer Tengler Investments
Tennessee
$8.38M +$1.82M +9,901 +30%
PP
2043
Pacifica Partners
Canada
$8.36M -$88.4K -481 -1%
VIP
2044
Vantage Investment Partners
Missouri
$8.36M -$833K -4,534 -9%
MVA
2045
Mount Vernon Associates
Maryland
$8.36M -$299K -1,630 -4%
CE
2046
Cornerstone Enterprises
Wisconsin
$8.35M +$259K +1,409 +3%
SIM
2047
Spark Investment Management
New York
$8.34M
EBT
2048
Enterprise Bank & Trust
Massachusetts
$8.33M -$146K -793 -2%
MCC
2049
Malaga Cove Capital
California
$8.33M -$49.8K -271 -0.6%
WWM
2050
WT Wealth Management
Arizona
$8.33M +$217K +1,183 +3%