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Name Holding Trade Value Shares
Change
Change in
Stake
AGM
2026
Alpine Global Management
New York
$260K +$240K +5,343 New
FLII
2027
First Long Island Investors
New York
$259K
FSCM
2028
Front Street Capital Management
Montana
$259K +$6.16K +137 +3%
BFG
2029
Barber Financial Group
Kansas
$259K +$18.9K +420 +9%
CAM
2030
Concorde Asset Management
Michigan
$256K -$13.8K -306 -5%
WA
2031
WealthTrust-Arizona
Arizona
$256K -$1.17K -26 -0.5%
LWM
2032
Lyons Wealth Management
Florida
$256K +$22.1K +491 +10%
SSW
2033
Smith Shellnut Wilson
Mississippi
$255K +$236K +5,242 New
CW
2034
CreativeOne Wealth
Kansas
$254K -$13.9K -308 -6%
GAB
2035
German American Bancorp
Indiana
$254K +$6.75K +150 +3%
NEPPG
2036
New England Professional Planning Group
Rhode Island
$253K +$18.8K +418 +9%
PO
2037
Private Ocean
California
$252K -$2.88K -64 -1%
RWM
2038
Ritholtz Wealth Management
New York
$252K +$11.5K +255 +5%
ANB
2039
Amarillo National Bank
Texas
$251K
BIA
2040
Barry Investment Advisors
Massachusetts
$251K +$1.75K +39 +0.8%
CMBA
2041
C.M. Bidwell & Associates
Hawaii
$249K -$57.8K -1,285 -20%
PFG
2042
Piershale Financial Group
Illinois
$249K +$45 +1 +0%
HWA
2043
HCR Wealth Advisors
California
$249K +$252K +5,596 New
TFO
2044
Tarbox Family Office
California
$248K +$135K +3,005 +144%
PP
2045
PDS Planning
Ohio
$247K +$60.1K +1,336 +36%
DE
2046
Day & Ennis
Georgia
$245K -$4.32K -96 -2%
ME
2047
McIlrath & Eck
Washington
$245K +$30.9K +686 +16%
BWP
2048
Baldwin Wealth Partners
Massachusetts
$244K -$675 -15 -0.3%
CCM
2049
Carlson Capital Management
Minnesota
$243K -$75.1K -1,669 -25%
ADMI
2050
Albert D. Mason Inc
Massachusetts
$243K -$58.2K -1,295 -21%