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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2026
Paloma Partners
Connecticut
$548K +$581K +6,135 New
DIM
2027
Delta Investment Management
California
$547K -$3.98K -42 -0.7%
PP
2028
PDS Planning
Ohio
$547K -$142K -1,496 -20%
ORAM
2029
One River Asset Management
Connecticut
$547K +$143K +1,507 +32%
FWM
2030
Forza Wealth Management
Florida
$546K -$45.5K -480 -7%
PFG
2031
PAX Financial Group
Texas
$546K +$53.7K +567 +10%
MC
2032
Mathes Company
New York
$546K +$579K +6,115 New
AIM
2033
Alhambra Investment Management
Florida
$545K -$32.8K -346 -5%
CM
2034
CastleKnight Management
New York
$545K +$85.3K +900 +17%
HIC
2035
Holderness Investments Company
North Carolina
$544K -$67.4K -712 -10%
VC
2036
Vicus Capital
Pennsylvania
$544K -$20.8K -220 -3%
HVM
2037
Harvest Volatility Management
Connecticut
$544K +$7.77K +82 +1%
MAC
2038
Mason & Associates (California)
California
$543K +$4.17K +44 +0.7%
BWM
2039
Baystate Wealth Management
Massachusetts
$542K +$77.5K +818 +16%
ECG
2040
Edge Capital Group
Georgia
$540K -$46.8K -494 -8%
FG
2041
Foster Group
Iowa
$540K -$1.71K -18 -0.3%
BL
2042
Balentine LLC
Georgia
$540K -$404K -4,265 -41%
KTA
2043
Keeley-Teton Advisors
Illinois
$539K – – –
WPW
2044
Warther Private Wealth
Ohio
$539K -$263K -2,776 -32%
D
2045
Diversified
Delaware
$538K -$30.3K -320 -5%
OP
2046
ORG Partners
Indiana
$538K +$564K +5,954 New
AWA
2047
Aaron Wealth Advisors
Illinois
$537K -$55.3K -584 -9%
BFM
2048
Boothbay Fund Management
New York
$536K +$569K +6,008 New
ROTUOC
2049
Regents of the University of California
California
$536K – – –
VCA
2050
Verdence Capital Advisors
Maryland
$535K -$12K -127 -2%
80 81
82
83 84