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Name Holding Trade Value Shares
Change 		Change in
Stake
JSAM
2026
J. Safra Asset Management
New York
$1.47M +$340K +1,828 +26%
BAM
2027
BOS Asset Management
Illinois
$1.47M -$4.47K -24 -0.3%
MCM
2028
Mattern Capital Management
Colorado
$1.47M -$331K -1,777 -17%
APW
2029
Alliance Private Wealth
Massachusetts
$1.47M -$166K -890 -9%
UF
2030
Univest Financial
Pennsylvania
$1.47M +$137K +736 +9%
HPBT
2031
Hickory Point Bank & Trust
Illinois
$1.47M +$745 +4 +0%
LCM
2032
Leisure Capital Management
California
$1.46M +$36.5K +196 +2%
IAS
2033
Integrity Advisory Solutions
Texas
$1.46M +$673K +3,616 +69%
QFW
2034
QTR Family Wealth
Florida
$1.46M +$438K +2,354 +36%
CP
2035
Creekside Partners
California
$1.46M – – –
AO
2036
Advisor OS
Illinois
$1.46M -$127K -680 -7%
EWA
2037
Etesian Wealth Advisors
Oregon
$1.46M -$47.3K -254 -3%
FC
2038
Fjell Capital
North Dakota
$1.46M +$28.5K +153 +2%
KFI
2039
Key Financial Inc
Pennsylvania
$1.46M -$186K -1,001 -10%
AIM
2040
Athena Investment Management
California
$1.46M -$300K -1,614 -16%
WC
2041
Waterloo Capital
Texas
$1.46M -$317K -1,702 -16%
BFC
2042
Bedel Financial Consulting
Indiana
$1.45M -$6.89K -37 -0.4%
ALAM
2043
Asahi Life Asset Management
Japan
$1.45M -$788K -4,232 -33%
TIA
2044
Trust Investment Advisors
Indiana
$1.45M +$372 +2 +0%
CCMW
2045
Cypress Capital Management (Wyoming)
Wyoming
$1.45M -$372 -2 -0%
WMWM
2046
Wilkins Miller Wealth Management
Alabama
$1.44M +$32.2K +173 +2%
ACM
2047
Adalta Capital Management
New York
$1.44M -$48.4K -260 -3%
VM
2048
VPR Management
Texas
$1.44M – – –
PWP
2049
Phillips Wealth Planners
Mississippi
$1.44M +$135K +724 +10%
WWA
2050
Wingate Wealth Advisors
Massachusetts
$1.44M +$186 +1 +0%
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