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Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
2026
Tower Wealth Partners
Pennsylvania
$432K +$15K +150 +4%
FA
2027
Fountainhead AM
New Jersey
$432K +$63.7K +639 +18%
PCM
2028
Perritt Capital Management
Illinois
$431K +$9.97K +100 +2%
5L
2029
55I LLC
Massachusetts
$429K -$831K -8,329 -66%
WC
2030
Whitney & Co
New York
$429K -$66.3K -665 -14%
FIB
2031
First Interstate Bank
Montana
$429K +$75K +752 +22%
DWM
2032
Defined Wealth Management
Oregon
$428K +$399 +4 +0.1%
EFM
2033
E Fund Management
China
$428K +$420K +4,215 New
RIM
2034
Redwood Investment Management
Arizona
$427K -$979K -9,812 -70%
TWP
2035
Tempus Wealth Planning
California
$427K – – –
VAM
2036
Verity Asset Management
North Carolina
$425K -$16.6K -166 -4%
PG
2037
Pendal Group
Australia
$424K +$417K +4,177 New
NCMW
2038
Northern Capital Management (Washington)
Washington
$421K – – –
CM
2039
Columbus Macro
Pennsylvania
$421K +$299 +3 +0.1%
HAS
2040
HBW Advisory Services
California
$419K -$53K -531 -11%
GAAM
2041
Guinness Atkinson Asset Management
California
$418K -$130K -1,300 -24%
BDF
2042
Balasa Dinverno & Foltz
$417K -$184K -1,844 -31%
PA
2043
Probity Advisors
Texas
$417K -$4.19K -42 -1%
BCFD
2044
Boit C.F. David
$417K – – –
VIM
2045
Vista Investment Management
Pennsylvania
$417K +$14.8K +148 +4%
LPIC
2046
LeJeune Puetz Investment Counsel
Michigan
$417K +$124K +1,240 +43%
CRIG
2047
Charter Research & Investment Group
Connecticut
$416K – – –
PAS
2048
Professional Advisory Services
Florida
$416K – – –
SXL
2049
Summit X LLC
Missouri
$416K +$4.99K +50 +1%
LWP
2050
Lumature Wealth Partners
Georgia
$415K -$47.9K -480 -10%
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