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Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
2026
Global Financial Private Client
Florida
$1.48M -$26.4K -81 -2%
OIM
2027
Opus Investment Management
Massachusetts
$1.48M – – –
MCM
2028
Monument Capital Management
Virginia
$1.48M -$16.6K -51 -1%
PL
2029
Plancorp LLC
Missouri
$1.47M -$261K -803 -16%
AIS
2030
American Investment Services
Massachusetts
$1.47M +$662K +2,036 +95%
CANC
2031
Culbertson A N & Co
Virginia
$1.47M -$8.13K -25 -0.6%
BO
2032
Bank OZK
Arkansas
$1.47M -$59.2K -182 -4%
SCA
2033
Sulzberger Capital Advisors
Florida
$1.46M -$22.8K -70 -2%
SNB
2034
Security National Bank
Nebraska
$1.46M +$93.4K +287 +7%
MCM
2035
Morton Capital Management
California
$1.46M +$253K +779 +23%
KC
2036
Kepler Cheuvreux
$1.45M +$1.34M +4,122 New
CAC
2037
Core Alternative Capital
Georgia
$1.45M +$8.46K +26 +0.6%
MAM
2038
Mullooly Asset Management
New Jersey
$1.45M +$6.51K +20 +0.5%
SMH
2039
Sanders Morris Harris
Texas
$1.45M -$1.82M -5,603 -58%
ST
2040
Sentinel Trust
Texas
$1.45M – – –
CG
2041
Corundum Group
Colorado
$1.45M +$15.9K +49 +1%
QFW
2042
QTR Family Wealth
Florida
$1.45M +$457K +1,406 +52%
TRIA
2043
Trail Ridge Investment Advisors
Colorado
$1.45M -$28.6K -88 -2%
SSA
2044
South Street Advisors
New York
$1.45M – – –
DE
2045
Defiance ETFs
New York
$1.45M +$247K +760 +23%
FAT
2046
First American Trust
California
$1.44M -$24.4K -75 -2%
DI
2047
Diligent Investors
California
$1.44M +$22.8K +70 +2%
AWM
2048
Arista Wealth Management
Nevada
$1.44M -$13.3K -41 -1%
WWMSC
2049
Wagner Wealth Management (South Carolina)
South Carolina
$1.44M -$1.63K -5 -0.1%
HR
2050
Howe & Rusling
New York
$1.44M +$73.2K +225 +6%
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