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Name Holding Trade Value Shares
Change
Change in
Stake
SIAG
2026
Signet Investment Advisory Group
Rhode Island
$575K -$33K -345 -5%
FAM
2027
Formidable Asset Management
Ohio
$575K -$23.1K -242 -4%
PCG
2028
Prosperity Consulting Group
Maryland
$572K +$10.6K +111 +2%
OL
2029
Optas LLC
Texas
$572K -$103K -1,072 -14%
BDFN
2030
Bond & Devick Financial Network
Minnesota
$572K -$76K -795 -11%
CASB
2031
Cape Ann Savings Bank
Massachusetts
$572K -$5.55K -58 -0.9%
AA
2032
ALPS Advisors
Colorado
$571K -$49.5K -518 -7%
SSWM
2033
Sheets Smith Wealth Management
North Carolina
$570K -$21.6K -226 -3%
HVM
2034
Harvest Volatility Management
Connecticut
$570K -$125K -1,312 -17%
BIM
2035
Barton Investment Management
Pennsylvania
$569K +$64.6K +675 +11%
ISWM
2036
Independent Solutions Wealth Management
New York
$569K -$141K -1,476 -18%
OFG
2037
Oxford Financial Group
Indiana
$568K +$170K +1,780 +37%
JFL
2038
Jarislowsky, Fraser Ltd
Quebec, Canada
$567K -$7.08K -74 -1%
CPIA
2039
Cornell Pochily Investment Advisors
New York
$566K -$90K -941 -13%
LNB
2040
Ledyard National Bank
$565K -$59.1K -618 -9%
KLCM
2041
KG&L Capital Management
Louisiana
$564K -$130K -1,361 -17%
EM
2042
Excalibur Management
Massachusetts
$564K -$157K -1,645 -20%
CNBT
2043
Cornerstone National Bank & Trust
Illinois
$564K +$4.11K +43 +0.7%
Vanguard Capital Wealth Advisors
2044
Vanguard Capital Wealth Advisors
Colorado
$563K -$144K -1,509 -19%
LP
2045
LGL Partners
Pennsylvania
$563K -$83.9K -877 -12%
MCM
2046
Morton Capital Management
California
$562K +$22.5K +235 +4%
PMFA
2047
Plante Moran Financial Advisors
Michigan
$561K -$33.7K -352 -5%
FPCM
2048
Financial Partners Capital Management
New York
$561K -$103K -1,082 -14%
EI
2049
Ellevest Inc
New York
$560K -$127K -1,328 -17%
SG Americas Securities
2050
SG Americas Securities
New York
$560K -$13.4M -140,127 -96%