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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2026
Seelaus Asset Management
New Jersey
$1.6M -$246K -2,348 -15%
OCM
2027
Orser Capital Management
Texas
$1.59M +$1.42M +13,570 New
UFF
2028
USA Financial Formulas
Michigan
$1.59M -$593K -5,666 -29%
BCP
2029
Blue Chip Partners
Michigan
$1.59M +$250K +2,389 +21%
HPBT
2030
Hickory Point Bank & Trust
Illinois
$1.59M -$7.32K -70 -0.5%
PWM
2031
Paulson Wealth Management
Illinois
$1.59M +$16.7K +160 +1%
FPB
2032
First PREMIER Bank
South Dakota
$1.58M -$73.7K -705 -5%
AAM
2033
Aureus Asset Management
Massachusetts
$1.58M -$148K -1,413 -10%
DWA
2034
Douglass Winthrop Advisors
New York
$1.58M +$88.1K +842 +7%
SGK
2035
Steigerwald Gordon & Koch
Virginia
$1.58M -$8.37K -80 -0.6%
IBOK
2036
Independence Bank of Kentucky
Kentucky
$1.58M -$15.7K -150 -1%
TWP
2037
Tyche Wealth Partners
Texas
$1.58M +$53.6K +513 +4%
SCA
2038
Stokes Capital Advisors
South Carolina
$1.57M +$93.9K +898 +7%
MW
2039
MBL Wealth
North Carolina
$1.57M +$230K +2,200 +20%
CH
2040
Cromwell Holdings
Wyoming
$1.57M – – –
FCA
2041
Fortis Capital Advisors
Kansas
$1.56M -$1.08M -10,345 -44%
KCM
2042
KRS Capital Management
Michigan
$1.56M +$10.7K +102 +0.8%
BCM
2043
Bayesian Capital Management
New York
$1.56M +$1.39M +13,300 New
LWAM
2044
Legacy Wealth Asset Management
Minnesota
$1.56M -$57.2K -547 -4%
VPI
2045
Value Partners Investments
Manitoba, Canada
$1.56M -$502K -4,800 -27%
PA
2046
Persium Advisors
Georgia
$1.56M +$41.5K +397 +3%
OWA
2047
One Wealth Advisors
California
$1.56M +$379K +3,626 +38%
OFS
2048
OneAscent Financial Services
Alabama
$1.56M -$45.7K -437 -3%
AWA
2049
Authentikos Wealth Advisory
California
$1.56M – – –
IPAM
2050
Investment Partners Asset Management
New Jersey
$1.55M +$209 +2 +0%
80 81
82
83 84