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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
2026
Beam Wealth Advisors
Louisiana
$623K +$347K +7,304 +126%
GIA
2027
Guyasuta Investment Advisors
Pennsylvania
$620K – – –
YLHM
2028
Yelin Lapidot Holdings Management
Israel
$619K – – –
IIM
2029
Ironwood Investment Management
Massachusetts
$617K -$560K -11,799 -48%
CP
2030
Creekside Partners
California
$617K +$617K +12,986 New
GHA
2031
Granite Harbor Advisors
Texas
$617K -$23.2K -488 -4%
BWA
2032
BlueChip Wealth Advisors
Georgia
$616K -$3.47K -73 -0.6%
BAM
2033
Bellevue Asset Management
Washington
$614K +$47 +1 +0%
EIP
2034
Ellis Investment Partners
Pennsylvania
$614K +$17.5K +368 +3%
DSC
2035
Duncker Streett & Co
Missouri
$613K -$370K -7,789 -38%
LCWP
2036
Legacy Capital Wealth Partners
Arkansas
$613K +$612K +12,895 New
CCP
2037
Cassia Capital Partners
North Carolina
$612K -$195K -4,098 -24%
MCA
2038
Martin Capital Advisors
Texas
$611K – – –
TCMG
2039
TSP Capital Management Group
New Jersey
$611K – – –
ST
2040
Sabal Trust
Florida
$610K -$22.8M -480,116 -97%
EGA
2041
Eagle Global Advisors
Texas
$610K -$107K -2,245 -15%
RWI
2042
Red Wave Investments
Pennsylvania
$610K +$570 +12 +0.1%
CSI
2043
Cross Staff Investments
New York
$609K +$285 +6 +0%
DTC
2044
Davidson Trust Company
Washington
$609K -$48K -1,010 -7%
BIG
2045
Brooklyn Investment Group
New York
$608K – – –
WWC
2046
Waypoint Wealth Counsel
Georgia
$607K -$387K -8,147 -39%
NC
2047
Napatree Capital
Rhode Island
$606K -$114K -2,408 -16%
AFC
2048
AFT Forsyth & Company
Florida
$605K -$38K -800 -6%
PFP
2049
Paragon Financial Partners
California
$602K – – –
MCM
2050
Maple Capital Management
Vermont
$598K -$47.1K -993 -7%
80 81
82
83 84