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Name Holding Trade Value Shares
Change 		Change in
Stake
DW
2026
Domani Wealth
Pennsylvania
$455K – – –
BEAM
2027
Baker Ellis Asset Management
Washington
$452K -$154K -2,793 -25%
FBT
2028
First Bank & Trust
South Dakota
$452K -$4.31K -78 -0.9%
WA
2029
Winfield Associates
Ohio
$452K +$13.2K +239 +3%
SFFS
2030
Stonehage Fleming Financial Services
Jersey
$451K – – –
CFS
2031
CRA Financial Services
New Jersey
$451K +$72.2K +1,307 +19%
BCM
2032
Bienville Capital Management
New York
$450K +$221 +4 +0%
BCA
2033
Bray Capital Advisors
Florida
$450K +$12.2K +220 +3%
SAM
2034
SP Asset Management
California
$449K +$2.38K +43 +0.5%
NG
2035
Northstar Group
New York
$448K +$452K +8,187 New
RM
2036
Resource Management
Louisiana
$447K -$3.75K -68 -0.8%
ATPW
2037
Ashton Thomas Private Wealth
Arizona
$446K +$13.3K +240 +3%
UC
2038
Unio Capital
New Jersey
$443K – – –
CI
2039
CX Institutional
Indiana
$442K +$168K +3,047 +61%
SEM
2040
Suncoast Equity Management
Florida
$442K +$170K +3,080 +62%
BP
2041
Broadleaf Partners
Ohio
$440K -$1.1K -20 -0.2%
HCM
2042
Harvey Capital Management
Florida
$437K -$27.6K -500 -6%
LWA
2043
Lenox Wealth Advisors
New York
$437K – – –
LFA
2044
Legacy Financial Advisors
Kentucky
$437K +$22.9K +414 +5%
HFA
2045
Huber Financial Advisors
Illinois
$436K +$1.32K +24 +0.3%
FMT
2046
First Mercantile Trust
Tennessee
$432K -$151K -2,737 -26%
AW
2047
Alpha Windward
Massachusetts
$431K +$53.7K +973 +15%
CAN
2048
Claraphi Advisory Network
United States
$428K +$173K +3,133 +67%
BFM
2049
Boothbay Fund Management
New York
$428K +$432K +7,816 New
CCA
2050
Clearwater Capital Advisors
Illinois
$427K +$6.85K +124 +2%
80 81
82
83 84