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Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
2026
Delta Asset Management
Tennessee
$101K – – –
NIMI
2027
Natixis Investment Managers International
France
$98.7K -$6.26K -88 -6%
LWM
2028
LJI Wealth Management
Indiana
$95.1K +$1.02M +14,320 New
FCB
2029
First Command Bank
Texas
$95K – – –
FCFS
2030
First Command Financial Services
Texas
$95K – – –
FFA
2031
Fairfield Financial Advisors
Massachusetts
$92.9K +$783 +11 +0.8%
EBA
2032
Eagle Bay Advisors
New York
$92.2K -$21.3K -299 -18%
BBPWM
2033
Blue Bell Private Wealth Management
Pennsylvania
$92.2K – – –
NIC
2034
Northwest Investment Counselors
Oregon
$91.3K -$76.1K -1,069 -45%
TCM
2035
TD Capital Management
Tennessee
$87.3K -$6.97K -98 -7%
AS
2036
Altshuler Shaham
Israel
$86.9K +$89.4K +1,257 New
IHWM
2037
Iron Horse Wealth Management
Iowa
$86K – – –
MHR
2038
Matthew Hamilton Rosenberg
$83.2K -$36.6K -514 -30%
OP
2039
ORG Partners
Indiana
$83.2K +$85.5K +1,202 New
PGAM
2040
Princeton Global Asset Management
New Jersey
$82.9K -$6.69K -94 -7%
OLVIG
2041
Oliver Lagore Vanvalin Investment Group
Michigan
$82.6K -$5.76K -81 -6%
GCM
2042
Gables Capital Management
Florida
$81.4K – – –
AWM
2043
AllSquare Wealth Management
New York
$80.5K – – –
WAM
2044
Worth Asset Management
Texas
$76.2K +$53.2K +748 +211%
WIM
2045
WealthPlan Investment Management
Nebraska
$76K – – –
PP
2046
PFS Partners
New Jersey
$76K +$71.2K +1,000 +1,000%
SC
2047
Stephens Consulting
Michigan
$74K -$5.55K -78 -7%
CCM
2048
Chilton Capital Management
Texas
$72.7K -$66.4K -933 -47%
FA
2049
Fiduciary Alliance
South Carolina
$71.9K +$74K +1,040 New
WBC
2050
West Branch Capital
Massachusetts
$70.9K – – –
80 81
82
83 84