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Name Holding Trade Value Shares
Change 		Change in
Stake
RGI
2026
River Global Investors
United Kingdom
– -$611K -7,662 Closed
QWP
2027
Quotient Wealth Partners
Texas
– -$605K -7,585 Closed
CTA
2028
Chesley Taft & Associates
Illinois
– -$595K -7,462 Closed
BCG
2029
Breakwater Capital Group
New Jersey
– -$590K -7,401 Closed
ZF
2030
Zhang Financial
Michigan
– -$575K -7,210 Closed
OFS
2031
OneAscent Financial Services
Alabama
– -$561K -7,032 Closed
WWS
2032
Wellington Wealth Strategies
Indiana
– -$556K -6,976 Closed
BP
2033
BBR Partners
New York
– -$553K -6,934 Closed
LSA
2034
Leonteq Securities AG
Switzerland
– -$543K -6,806 Closed
GCP
2035
GSA Capital Partners
United Kingdom
– -$536K -6,723 Closed
LI
2036
Lafayette Investments
Maryland
– -$530K -6,650 Closed
PWMAG
2037
Pinnacle Wealth Management Advisory Group
New Jersey
– -$527K -6,603 Closed
HIM
2038
Hillsdale Investment Management
Ontario, Canada
– -$524K -6,570 Closed
SAM
2039
Seelaus Asset Management
New Jersey
– -$524K -6,565 Closed
WHCI
2040
W.H. Cornerstone Investments
Massachusetts
– -$519K -6,511 Closed
III
2041
Independent Investors Inc
New York
– -$514K -6,450 Closed
HIC
2042
Hartline Investment Corp
Illinois
– -$513K -6,428 Closed
DS
2043
DRW Securities
Illinois
– -$509K -6,379 Closed
KFA
2044
Krane Funds Advisors
New York
– -$459K -6,345 Closed
SGI
2045
Summit Global Investments
Utah
– -$505K -6,334 Closed
FA
2046
FDx Advisors
Illinois
– -$502K -6,298 Closed
CSA
2047
Cottage Street Advisors
Massachusetts
– -$502K -6,294 Closed
ICM
2048
IMS Capital Management
Oregon
– -$490K -6,145 Closed
FFG
2049
Frisch Financial Group
New York
– -$465K -5,831 Closed
WJWM
2050
Williams Jones Wealth Management
New York
– -$459K -5,750 Closed
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