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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
2026
Eagle Wealth Advisors
Connecticut
$1.63M +$126K +1,201 +9%
APW
2027
Alliance Private Wealth
Massachusetts
$1.62M -$85.8K -820 -6%
BAM
2028
BOS Asset Management
Illinois
$1.62M -$19.3K -185 -1%
TIAA Trust, National Association
2029
TIAA Trust, National Association
North Carolina
$1.62M -$751K -7,185 -34%
RL
2030
Rogco LP
Oklahoma
$1.62M +$71.3K +682 +5%
JFA
2031
JNBA Financial Advisors
Minnesota
$1.62M -$10.4K -99 -0.7%
TP
2032
TritonPoint Partners
Maryland
$1.61M +$1.44M +13,739 New
GIPW
2033
Granite Islands Private Wealth
Connecticut
$1.61M +$73K +698 +5%
HNWAG
2034
High Net Worth Advisory Group
Florida
$1.61M +$2.09K +20 +0.1%
TTIC
2035
Tower Trust & Investment Company
Iowa
$1.61M -$338K -3,236 -19%
CIM
2036
CIM Investment Management
Pennsylvania
$1.61M -$144K -1,376 -9%
FAG
2037
Fortitude Advisory Group
Washington
$1.6M -$18.5K -177 -1%
MWS
2038
MFA Wealth Services
California
$1.6M -$54.1K -517 -4%
SAM
2039
Seelaus Asset Management
New Jersey
$1.6M -$246K -2,348 -15%
OCM
2040
Orser Capital Management
Texas
$1.59M +$1.42M +13,570 New
UFF
2041
USA Financial Formulas
Michigan
$1.59M -$593K -5,666 -29%
BCP
2042
Blue Chip Partners
Michigan
$1.59M +$250K +2,389 +21%
HPBT
2043
Hickory Point Bank & Trust
Illinois
$1.59M -$7.32K -70 -0.5%
PWM
2044
Paulson Wealth Management
Illinois
$1.59M +$16.7K +160 +1%
FPB
2045
First PREMIER Bank
South Dakota
$1.58M -$73.7K -705 -5%
AAM
2046
Aureus Asset Management
Massachusetts
$1.58M -$148K -1,413 -10%
DWA
2047
Douglass Winthrop Advisors
New York
$1.58M +$88.1K +842 +7%
SGK
2048
Steigerwald Gordon & Koch
Virginia
$1.58M -$8.37K -80 -0.6%
IBOK
2049
Independence Bank of Kentucky
Kentucky
$1.58M -$15.7K -150 -1%
TWP
2050
Tyche Wealth Partners
Texas
$1.58M +$53.6K +513 +4%