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Name Holding Trade Value Shares
Change 		Change in
Stake
TSU
2026
TD Securities (USA)
New York
$66K -$108K -762 -63%
RBC
2027
Roble Belko & Company
Pennsylvania
$66K -$57.7K -406 -48%
WAS
2028
Winch Advisory Services
Wisconsin
$63K +$426 +3 +0.7%
TWMP
2029
Taylor Wealth Management Partners
Massachusetts
$61K – – –
MUS
2030
Mitsubishi UFJ Securities
Japan
$60K -$87.9K -619 -61%
KAS
2031
Kemnay Advisory Services
New York
$59K – – –
LWA
2032
Lenox Wealth Advisors
New York
$57K -$51.4K -362 -48%
AIC
2033
Ayalon Insurance Company
Israel
$53K – – –
SA
2034
SRH Advisors
Kansas
$50K – – –
MLIC
2035
Mandatum Life Insurance Company
Finland
$50K +$48K +338 New
MS
2036
Marshall & Sullivan
Washington
$48K +$1.14K +8 +3%
SIMG
2037
Stephens Investment Management Group
Texas
$35K +$33.1K +233 New
CIM
2038
Contravisory Investment Management
Massachusetts
$33K +$1.99K +14 +7%
LWA
2039
Lowe Wealth Advisors
Maryland
$30K -$9.66K -68 -25%
BCI
2040
Brinker Capital Investments
Pennsylvania
$28K +$5.54K +39 +27%
ST
2041
Somerset Trust
Pennsylvania
$26K +$2.98K +21 +14%
TAM
2042
Troy Asset Management
United Kingdom
$17K – – –
CII
2043
Capital International Inc
California
$16K – – –
PO
2044
Private Ocean
California
$16K – – –
BCMIO
2045
Beacon Capital Management Inc (Ohio)
Ohio
$14K +$4.54K +32 +52%
MFT
2046
Moisand Fitzgerald Tamayo
Florida
$13K +$11.9K +84 New
DM
2047
Delphi Management
Massachusetts
$13K +$12.2K +86 New
HW
2048
Hedeker Wealth
Illinois
$10K -$482K -3,397 -98%
SMG
2049
Spectrum Management Group
Indiana
$7K +$6.11K +43 +614%
PCM
2050
Penserra Capital Management
California
$7K +$7.1K +50 New
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