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Name Holding Trade Value Shares
Change 		Change in
Stake
KCP
2026
Kera Capital Partners
California
$535K +$550K +4,671 New
MSA
2027
Marino Stram & Associates
Massachusetts
$534K +$2.94K +25 +0.5%
JIR
2028
James Investment Research
Ohio
$534K -$36.5K -310 -6%
SWM
2029
Sendero Wealth Management
Texas
$533K – – –
JGIA
2030
Jackson Grant Investment Advisers
Connecticut
$531K +$118 +1 +0%
LRPA
2031
L. Roy Papp & Associates
Arizona
$529K -$3.53K -30 -0.6%
BMO
2032
Beck Mack & Oliver
New York
$528K +$80.1K +680 +17%
AA
2033
Aire Advisors
California
$527K -$29.8K -253 -5%
EIP
2034
Ellis Investment Partners
Pennsylvania
$527K -$9.89K -84 -2%
FUBT
2035
First United Bank & Trust
Maryland
$525K -$3.53K -30 -0.6%
CUAMC
2036
China Universal Asset Management Company
China
$525K -$187K -1,584 -26%
DIP
2037
Davis Investment Partners
North Carolina
$524K -$171K -1,456 -24%
GWM
2038
GK Wealth Management
Nevada
$524K +$6.95K +59 +1%
MMG
2039
Monetary Management Group
Missouri
$524K – – –
SFG
2040
Sovereign Financial Group
Connecticut
$524K -$15.8K -134 -3%
AA
2041
Acorns Advisers
California
$523K +$48.8K +414 +10%
TIA
2042
Tiemann Investment Advisors
California
$523K – – –
SPA
2043
Sherbrooke Park Advisers
New York
$523K +$276K +2,341 +105%
1WA
2044
180 Wealth Advisors
Washington
$522K +$4.71K +40 +0.9%
AF
2045
Aviso Financial
Ontario, Canada
$522K +$17.2K +146 +3%
PWM
2046
Paulson Wealth Management
Illinois
$520K -$7.77K -66 -1%
MAWA
2047
Moss Adams Wealth Advisors
Washington
$520K +$7.3K +62 +1%
KIC
2048
Keating Investment Counselors
Florida
$520K -$296K -2,510 -36%
RFP
2049
Root Financial Partners
California
$518K +$152K +1,292 +40%
SI
2050
Severin Investments
Missouri
$518K +$59K +501 +12%
80 81
82
83 84